Wide GAAP

(1) The Oracle speaks. (2) The Omahan’s beef. (3) GAAP vs. Earnings Excluding Bad Stuff. (4) FASB and SEC require lots of information. (5) Buffett’s audience. (6) Buy-side analysts matter as much as sell-side ones. (7) Operating vs. reported earnings per share and S&P vs. Thomson Reuters. (8) Commodity prices seem to have bottomed. (9) China’s exports not as weak as widely reported. (10) Signs of strength in German output data. (11) Japanese consumer confidence falls after introduction of negative interest rates.