Comments on: Ten Points About the Markets http://alephblog.com/2008/11/05/ten-points-about-the-markets/ Helping Institutions and Ordinary People Invest Better by Focusing on Risk Control Thu, 18 Mar 2010 20:53:26 -0400 http://wordpress.org/?v=2.8.4 hourly 1 By: matt http://alephblog.com/2008/11/05/ten-points-about-the-markets/comment-page-1/#comment-19838 matt Wed, 05 Nov 2008 22:48:25 +0000 http://alephblog.com/?p=1105#comment-19838 What I would like to see at this point is a broad comparison of accruals v. cash flows for the past 8 quarters so we can see who is swimming naked. Thank you for 7. I cringed every time a Congress-person (or even a few financial analysts) who doesn't understand MTM or SFAS 157 (I think that's the one) blamed accounting idioms for balance sheet problems. Response to 10: "Real bear markets crush almost everyone." The government crushes anyone who didn't get crushed by the bear market (i.e., shorts and savers). What I would like to see at this point is a broad comparison of accruals v. cash flows for the past 8 quarters so we can see who is swimming naked.

Thank you for 7. I cringed every time a Congress-person (or even a few financial analysts) who doesn’t understand MTM or SFAS 157 (I think that’s the one) blamed accounting idioms for balance sheet problems.

Response to 10: “Real bear markets crush almost everyone.” The government crushes anyone who didn’t get crushed by the bear market (i.e., shorts and savers).

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