Wednesday, November 01, 2006

accounting and wall street cartoons

sicher überzeichnet. aber wenn man sich die datenqualität (staat, fed, gewinnqualität der unternehmen mit all den sonderposten, oft zigfachen revisiosnen etc) ansieht sollte man das ganze doch mit vorsicht genießen.

maybe a little bit overstatet but sometimes it really feels like all the data that is coming out (gouverment, fed, earnings with all the ex itmes etc, multiple revisions etc) should be taken with caution.


beispiele/examples
http://immobilienblasen.blogspot.com/2006/10/mother-of-all-revisions-mutter-aller.html
http://immobilienblasen.blogspot.com/2006/10/even-16-gdp-is-overstatet.html
http://immobilienblasen.blogspot.com/2006/09/earnings-ex-expenses-wall-street.html
http://immobilienblasen.blogspot.com/2006/10/new-home-sales-and-cancelations-oder.html
http://immobilienblasen.blogspot.com/2006/09/new-home-sales-down-174-yy.html
http://immobilienblasen.blogspot.com/2006/10/why-is-this-not-ongoing-business-for.html
http://immobilienblasen.blogspot.com/2006/09/options-complacency-broadcom-brcm.html
http://immobilienblasen.blogspot.com/2006/08/zeit-fr-ne-neue-inflationsberechnung.html
http://immobilienblasen.blogspot.com/2006/08/traue-keiner-statistik-die-du.html


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