财富箴言——今日发声:戴维·希罗
《财富》中文版
2012年09月05日
预测宏观经济极像预测天气。你不能让最后一场风暴影响到你对未来的看法。当前投资界就犯了这个毛病。它太在意宏观经济,忽略了微观经济。
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.
——戴维·希罗(David Herro,奥克马克基金投资经理)