Emotion and Discipline

来源: 于 2024-02-08 13:32:41 [博客] [旧帖] [给我悄悄话] 本文已被阅读：次

ERP is a good measure of relative attractiveness of equity vs parking in cash:

 


 

from the great Druckenmiller, who sold in 1999 and then got sucked back in ...