5月4日财富箴言
《财富》(中文版)
2011-05-04
我们必须分清有吸引力的股票和有吸引力的宏观经济形势。投资者混淆了这两个不同的概念。
One has to distinguish between attractive equities and an attractive macroeconomic situation. And investors have confused this.
——戴维·希罗(David Herro,美国Oakmark International基金管理者)