財富箴言——今日發(fā)聲:戴維·希羅
《財富》中文版
2012年09月05日
預測宏觀經(jīng)濟極像預測天氣。你不能讓最后一場風暴影響到你對未來的看法。當前投資界就犯了這個毛病。它太在意宏觀經(jīng)濟,忽略了微觀經(jīng)濟。
????Trying to predict the macroeconomy is extremely similar to trying to predict the weather, you can抰 let the last storm impact the way you see the future. This is exactly what the investment community does. It gets obsessed with macroeconomics, and it ignores microeconomics.
????——戴維·希羅(David Herro,奧克馬克基金投資經(jīng)理)