So the last few months made me realise that those who are good at analysing the bigger picture win big time but is it something you learn or born with? I mean when I look back at the news on Russian army congregation near the Ukrainian border I did not think at that time about the upcoming frenzy of energy/commodity stock prices and that they would be the next hit. So reflecting on this matter and other “macro changes” like supply chains bottlenecks, taught me that macroeconomics is way more important than microeconomics (I also can’t think of any stock that’s swimming against the current in its industry, like a tech stock with sizeable profit YTD, which proves microeconomics based plays are marginal if non existent, might be wrong tho). What do you think fellow investors? Are you team macro micro both or non? Is there any suggestions for books/journals on the subject? TIA
Submitted June 17, 2022 at 07:17PM by ialghamdi1 https://ift.tt/nmWwZ68
