Must Read

By | January 17, 2018

MarketWatch published an interesting article but placed it in the “Opinion” section which struck me VERY odd https://www.marketwatch.com/story/only-1-sector-has-experienced-real-earnings-gains-in-the-past-12-months-2018-01-16

The article seems like only a data discussion on the delta between financial earnings and GAAP earnings … the mystery of legal financial engineering and its impact on perceived value of companies.  I found this VERY disturbing and will need to get inserted into my value calculations as i start preparing for the bear growling around the corner

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