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TMFHumbleServant (97.95)

How macro matters



June 23, 2010 – Comments (0)

Dylan Grice of Societe General penned on excellent piece on how to incorporate macro analysis (the environment around you) into your micro analysis (equity valuation). 

I also used to think I only needed to focus on bottoms-up analysis. Having learned some painful lessons, I decided to start rectifying that situation about 6-9 months ago. Now I give more consideration to the macro environment as I make investment decisions (my latest example is here

Enjoy and Fool on!



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