如何发展“二级思维”
Hello everyone I'm an AN1 in纽约和currently in M&A. I know it's early but I want to go into equity L/S and hopefully into amerger arbitragestrat. Basically the title says it all, i want to know how do I go beyond reading news articles and actuallly developing a market view. Most of the time when I readstuff on Bloomberg和FTI just read them and forget the content unless it really stuck with me.
提前致谢!
Comments (3)
我简要提到我的背景的原因是因为与第一年的S&T相比,我们显然被视为Braindead统治追随者(我很夸张,但其中一些HFguys I've talked to say that they and their bosses think that way). I can see why they say that and I admit I'm pretty weak in building a "mosaic" that develops into a market view based on what I've read via news articles and industry reports.
我的经验并不像S&T的家伙一定要教导如何做到这一点,只有银行根据他们的兴趣和能力对这种类型的分析进行选择,然后他们每天都可以练习(而不是在PowerPoint中解决错字)。因此,如果您想更好地练习更多 - 例如对于宏观,在您/您感兴趣的新闻中读了一两个问题,您/您已经阅读了很多关于大小的人,例如消费者通货膨胀,钢铁价格或农村房地产,并花30分钟写下您认为在某些时间范围内会发生的事情。保持相当短的时间,例如每个句子上的5-6个句子。不必是完美的,您不必充分证明一切合理,而是要确保您知道自己没有合理的理由。您正在尝试弄清楚哪些最重要的已知和未知数推动了这一过程:
random example: city real estate prices - I know nothing about this just to show you what I mean:
关键是您正在写下预测和一些理由。每隔几周 /有一个新的想法,并且a)您会更好地做出预测b)当您阅读新闻时,您将在以前的预测的背景下合成它。这个故事是否证实您的预测?如果XYZ银行的房地产负责人说与您预期的相反,您应该弄清楚原因。
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