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Strategies & Market Trends : Heinz Blasnik- Views You Can Use -- Ignore unavailable to you. Want to Upgrade?


To: eddieww who wrote (4007)1/2/2004 10:11:54 PM
From: Box-By-The-Riviera™  Read Replies (1) | Respond to of 4910
 
sure.

but that's the question for which answers are hard to find... kind of like hedonic efficiencies...

tell me a computer on a worker's desk improved his productivity to that which is claimed by the government...

etc etc etc

we're talking about the common sense level of numbers... not some obscure bizarro theoretical issue...

the numbers issued simply don't make sense unless you accept them without a thought....

so ergo, where's the debate. there isn't one. you simply form an investment mosaic by going elsewhere. management's spin is rarely reliable be it government spin or public company spin.

by pass them. now that's efficiency ho ho ho!

the point being, even consistent spin isn't all that useful... particularly when it never catches up to blatant in your face reality.

and then there's the nasty issue of revisions which pretty much blows the government numbers out the window when it comes to consistency.

but your point is not mis-taken.... rather who has time to mess around with sorting it all out, when you can arrive at an approach by simply coming up with your own and usually better best guess.