觀察壇友/學長/老師們這裏的分享，讓我反思：

“People always forget that 50% of a stock’s move is the overall market, 30% is the industry group, and then maybe 20% is the extra alpha from stock picking. And stock picking is full of macro bets. When an equity guy is playing airlines, he’s making an embedded macro call on oil.”

— Stanley Druckenmiller

 

感謝昨天均線和三心的分享， 提醒了我去反思之前讀到的這段話， 注意到我（們）仍然有時無意識地陷入各種NOISE中， 忽略了SIGNAL。

我雖不能全職交易， 但能每天成長一點點。 感恩！