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TMFHumbleServant (96.59)

How macro matters

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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).

http://bit.ly/c2UFV1 

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 http://caps.fool.com/Blogs/i-feel-it-is-time-for-caution/390409)

Enjoy and Fool on!

Dave 

 

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