lufei
@lufeieth
1.Avoid risk of ruin 2. Play long term game 3. Build compounding 4. Find truth, hold firm 5.Focus on priority 6.Invert, always invert 7. Seek asymmetry
参加 May 2021
1.6K フォロー中 19.4K ファン
木头姐 Cathie Wood：
当前市场像极了八九十年代 她的观点是：重大科技周期启动之前，往往先出现巨大的担忧。
八九十年代同样充斥着对利率、通胀、战争、贸易配额和经济衰退的恐惧，个人电脑、无线通信等新技术颠覆了传统世界秩序，引发不安。
她认为，当年正确的做法是穿越"忧虑之墙"、保持专注；而今天这场科技革命的规模还要更大。
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CATHIE WOOD SAYS TODAY’S MARKET FEELS LIKE THE 80S AND 90S
Her point is that big worries often show up right before major technology cycles:
- The 80s and 90s had fears around interest rates, inflation, wars, trade quotas, and recessions
- New technologies like PCs and wireless disrupted the traditional world order and created concern
- Cathie Wood says the right move back then was to stay focused through the wall of worry, and today’s technology revolution is even bigger
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