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
加入 May 2021
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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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