观察坛友/学长/老师们这里的分享，让我反思：

“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

 

感谢昨天均线和三心的分享， 提醒了我去反思之前读到的这段话， 注意到我（们）仍然有时无意识地陷入各种NOISE中， 忽略了SIGNAL。

我虽不能全职交易， 但能每天成长一点点。 感恩！