1. Mark to market liabilities are an inherent problem. You don't want to do it, because of the GAAP going concern principle, but in for a dime. Most people don't know about this or believe it.
3. Citi books M2M liabilities. Do people really want to do this? The reason I wrote this is that people seemed to flat out deny that this was being done.
4. An extensive comment on someone else's blog post regarding M2M.
5. A comment on a confusing WSJ article on m2m.
6. GE could, in theory, buy back some of its debt at a discount. Hence the rationale for m2m liabilities.
As a general comment, people are finally starting to say things that aren't blatantly false or stupid on CNBC and in blogs and blog comments.
It's about time.