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Moon Kil Woong  

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Latest comments  |  Highest rated
  • The Facts On China's June Correction [View article]
    Sadly their policies to stop the decline of the market did exactly the opposite in aiding it to be accepted and included in indexes and foreign investment. It also will hurt their market long term because it points out that they are willing to destroy liquidity to keep the market from falling. Sadly, blocking selling is potentially the ultimate way to destroy liquidity, because blocked assets have decreased and limited value to liquid assets and potentially no value at all.
    Jul 16, 2015. 08:09 PM | 2 Likes Like |Link to Comment
  • European Disunion, Part I: Policy Paradox [View article]
    Sadly, the Eurozone would be even worse if it didn't create the Euro. The one issue plaguing Europe and most vividly exemplified in Greece is their still overly socialized government and economy which staunches growth, runs massive deficits, overly taxes their populace, and is unsustainable. Greece is just the beginning of their bad economics coming to finally take their toll.

    Hopefully, after running into the inevitable effects of an unsustainable deficit ridden economy, EU members will try better to exemplify Germany rather than deride them for being prudent.
    Jul 16, 2015. 08:04 PM | 1 Like Like |Link to Comment
  • The Idea Of A Temporary Grexit Is Rubbish [View article]
    LOL I agree. First a Grexit would destroy the Greek economy and make it so no one would lend to them because it would invariably mean a massive if not complete write off of debt.

    Second, the EU would never let it back in without making rules unpalatable to Greece such as running a reasonable debt based on GDP which it has been unable to do before and after joining the EU.

    Third, Greece still hasn't learned the lesson that what they are doing is their fault and they can not beggar thy neighbor forever. As long as they feel others owe them and lenders are evil hags for wanting to get paid back for lending to them capitalism simply won't work in Euro form or any other currency. That's why no one will ever lend to them if they ever leave the Euro besides maybe Russia since it would love to make it a part of their new dominion.
    Jul 16, 2015. 07:59 PM | 4 Likes Like |Link to Comment
  • Is Elevated Volatility On Modest Losses Normal? [View article]
    Thankfully the US market is considered the safest, thus foreign buying is helping keep the balloon afloat as the air is leaking out from the domestic market. This market is extraordinarily rich thanks to un-Keynesian easing by the Federal Reserve throughout the cycle. The fact people keep calling their behavior Keynesian is an affront to Keynes and the free market.
    Jul 16, 2015. 07:51 PM | Likes Like |Link to Comment
  • Economic Lethargy Continues To Bankroll The U.S. Stock Bull [View article]
    The sad fact is the Federal Reserve is engaging in purposeful asset price manipulation that inevitably will end in tragedy. So obvious is it now, and so divergent from even Keynesian thinking as they loosen monetary policy throughout the entire cycle Congress is even calling to yank their rate making from their cold lifeless hands.

    You would think the Federal Reserve's policies were being made by corrupt cartel bankers who never studied economics and were a 3rd would economy used to socialism and wanted just to make themselves rich. It should make every economist in the US from Keynesians to traditionalists sick to their stomach.
    Jul 16, 2015. 07:48 PM | 3 Likes Like |Link to Comment
  • What Recent Developments In China Mean For Oil [View article]
    Sadly it won't do much simply because everyone should expect oil demand from China to drop simply because Russia is going to unload their pent up supply to them at probably ridiculous prices. If there is a oversupply now (which there is) one can only expect a giant glut very soon whether or not China's economy slows simply because their current demand from traditional sources will not increase and most likely will drop.
    Jul 16, 2015. 07:42 PM | 1 Like Like |Link to Comment
  • Intel Has Become The BlackBerry Of Semiconductors [View article]
    The article is a but overly harsh, but their mistakes are big and obvious. I don't see them making much headway in mobile either and cost competiveness is not one of their attributes which they need as an underdog in this field.

    That said, they aren't dying or going under anytime soon and some of their technology is very good, mostly on the PC/server side.
    Jul 16, 2015. 07:38 PM | 2 Likes Like |Link to Comment
  • Google jumps on Q2 beat; paid click growth, lower TAC provide a lift [View news story]
    Google is doing good focusing on its core and preventing further unnecessary expenses. It's a long welcomed change. I'm glad the market is responding positively to it.

    What is interesting is that they are doing it even in good times. Many tech companies embark on these types of changes only when they are doing poorly.
    Jul 16, 2015. 07:34 PM | Likes Like |Link to Comment
  • A Balance Sheet Quirk At Bank Of America [View article]
    The issue is that there are still many supports BofA has one of which the author points out. The new rules regarding bank disclosure are atrocious and can easily lead to incorrect assessments of their strength including allowing banks to keep unsold houses on their books at their purchase value. As we should well know by now California has very volatile housing prices and BofA has exposure.

    One should look very carefully at BofA before buying it and even then, the facts are so muddled it is hard to determine the risk if a severe housing downturn occurs again. The good side to owning it is that they have made it so they remain TBTF.
    Jul 16, 2015. 06:50 PM | 4 Likes Like |Link to Comment
  • The Market Is Sending A Warning: Are Investors Listening? [View article]
    This is just a warning, and a pretty solid one to be very cautious. Imports and Export dropoff is also showing a weakening, not firming economy. To not pay heed is to be dumb, despite what the Federal Reserve is saying.

    If the Fed was so good at predicting the market they wouldn't be at 0 rates going into the end of the cycle and wouldn't have to resort to trying to force the market with absurd monetary policies. I'll bet on capitalist economic indicators still.
    Jul 16, 2015. 03:16 PM | 8 Likes Like |Link to Comment
  • A Balance Sheet Quirk At Bank Of America [View article]
    LOL BAC had to get the government to prop them up twice already and I'm sure they will be doing it the third time eventually. They know how to stay in the game, keep making sure they can hold the economy hostage when their bad financing dooms them and sluff as many home loans onto the taxpayers through Fannie and Freddie they can.
    Jul 16, 2015. 03:11 PM | 4 Likes Like |Link to Comment
  • A Balance Sheet Quirk At Bank Of America [View article]
    Fannie and Freddie's re-allowing NINJA loans at 5% or less down has enabled many TBTF banks to dump their homes back onto people who can't afford them with the taxpayer taking the inevitable fall. It is sad that we will likely have a repeat of the housing collapse in order to fuel short term profits for banks and real estate brokers.
    Jul 16, 2015. 02:33 PM | 5 Likes Like |Link to Comment
  • Bakken Update: Continental Resources Completes Mega-Frac [View article]
    Wait until Mexico starts pumping. They will eventually produce as much or more than Canada.
    Jul 16, 2015. 12:06 AM | 1 Like Like |Link to Comment
  • EIA Petroleum Inventories [View news story]
    Because no one is buying since no one wants to hold inventory anymore. Rather its just floating on more and more barges in the Oceans waiting for another Valdez.
    Jul 16, 2015. 12:04 AM | Likes Like |Link to Comment
  • Beige Book: Growing optimism on economy [View news story]
    LOL a lot of optimism but no increase in sales = meaningless. The optimism is probably based on rising home prices on Fannie and Freddie reintroducing the NINJA loan. We know where this optimism leads yet they still re-introduced the under 5% down loan.
    Jul 16, 2015. 12:02 AM | Likes Like |Link to Comment
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