Rosie’s rules to remember(una docena más la yapa, vara de economistas)
1) In order for an economic forecast to be relevant, it must be combined with a market call.
2) Never be a slave to the data – they are no substitute for astute observation of the big picture.
3) The consensus rarely gets it right and almost always errs on the side of optimism – except at the bottom.
4) Fall in love with your partner, not your forecast.
5) No two cycles are ever the same.
6) Never hide behind your model.
7) Always seek out corroborating evidence.
8) Have respect for what the markets are telling you.
9) Be constantly aware with your forecast horizon – many clients live in the short run.
10) Of all the market forecasters, Mr. Bond gets it right most often.
11) Highlight the risks to your forecasts.
12) Get the US consumer right and everything else will take care of itself.
13) Expansions are more fun than recessions
(straight from Bob Farrell's quiver!).
Aunque, a decir verdad Rosie es David Rosenberg, analista económico de América del Norte en Merrill Lynch PFS (Bank of America).
1) In order for an economic forecast to be relevant, it must be combined with a market call.
2) Never be a slave to the data – they are no substitute for astute observation of the big picture.
3) The consensus rarely gets it right and almost always errs on the side of optimism – except at the bottom.
4) Fall in love with your partner, not your forecast.
5) No two cycles are ever the same.
6) Never hide behind your model.
7) Always seek out corroborating evidence.
8) Have respect for what the markets are telling you.
9) Be constantly aware with your forecast horizon – many clients live in the short run.
10) Of all the market forecasters, Mr. Bond gets it right most often.
11) Highlight the risks to your forecasts.
12) Get the US consumer right and everything else will take care of itself.
13) Expansions are more fun than recessions
(straight from Bob Farrell's quiver!).
Aunque, a decir verdad Rosie es David Rosenberg, analista económico de América del Norte en Merrill Lynch PFS (Bank of America).
3 comentarios:
Rosie's last day is tomorrow:(
He's starting with a firm called Gluskin Sheff and Associates next week.
:)
Si, lastima que se nos vaya...un capo el gordito canadiense..
otro mas que despues de haber hecho su experiencia en el sell side salta el cerco.
la cita: excelente.
desconocía que era su canto del cisne
tampoco que es canadiense, aunque obvio, se me tendría que haber caído la ficha, oteando el horizonte desde arriba del paralelo 49 se ve todo más clarito
(uno que desde la fosa solo ve el caño de escape mientras el carter me gotea en los ojos -efecto derrame, que le dicen)
Publicar un comentario