tag:blogger.com,1999:blog-7905515.post4659368053215810250..comments2024-03-14T11:09:32.759-05:00Comments on Falkenblog: Current Crisis vs. Tech BubbleEric Falkensteinhttp://www.blogger.com/profile/07243687157322033496noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-7905515.post-37362299540923298522008-11-06T11:17:00.000-06:002008-11-06T11:17:00.000-06:00This includes dead firmsThis includes dead firmsEric Falkensteinhttps://www.blogger.com/profile/07243687157322033496noreply@blogger.comtag:blogger.com,1999:blog-7905515.post-74552347318947928572008-11-06T10:56:00.000-06:002008-11-06T10:56:00.000-06:00survivorship bias? you're only including tech comp...survivorship bias? you're only including tech companies around today?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7905515.post-4564022530452385242008-11-05T20:35:00.000-06:002008-11-05T20:35:00.000-06:00You could argue differently, based on a criterion ...You could argue differently, based on a criterion like "the fraction of companies that had a net loss", for IT in 2001 it doubled from 30% to 60%, for banks it sextupled from 5% to 30%.<BR/><BR/>Not that I disagree about being a bull, although my opinion may be influenced by the fact that I have 80% of my net worth in stocks...Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7905515.post-49397762871131200612008-11-05T17:08:00.000-06:002008-11-05T17:08:00.000-06:00me thinks banks had highers accounting standards b...me thinks banks had highers accounting standards back then, that's why. yes, even enron. regardless, i'm a bull also but because economy has little to do with the action on la marche.Anonymousnoreply@blogger.com