比印钱还厉害的重磅炸弹- Mark to Market

无双

On March 16, 2009, The FASB have proposed allowing companies to use more leeway in valuing their assets under "mark-to-market" accounting, a move that could ease balance-sheet pressures many companies say they are feeling during the economic crisis. The FASB is planning a final vote on the said proposal April 2, after a 15-day public comment period. If enacted as planned, companies could use the new guidance when issuing their first-quarter financial statements.

前期大银行拼命write off用的就是M2M, 上百亿的lost，一个比一个狠，唬得政府花大钱作保证买垃圾，现在有leeway了，基本上可以说是自己看着办吧，那还不是想怎样就怎样。
熊熊的好日子恐怕还要再等一等。


卧50%水下空仓。。YMYD

wmi2009

Actually I think M2M may priced in already or at least more than half way priced in. Changing M2M will lose long term investors. All the bank stocks will be only  tradable but not holdable. It will be a bomb with a timer which no one know when the timer will trigger.

无双

是的，泡沫越吹越大。

zaneyuan

总有倒下的一天。。。关键是这一天要等多久。。。

源济