圖書標籤: 金融 商業 finance 經濟學 證券 美國 經濟 economics
发表于2025-01-22
Ahead of the Curve pdf epub mobi txt 電子書 下載 2025
How to Read the Signs of Economic Change-Before They Impact Your Business and Investments Economic and stock-market cycles affect companies in every industry. Unfortunately, a confusing array of anecdotal and conflicting indicators often renders it impossible for managers and investors to see where the economy is heading in time to take corrective action. Now, a thirty-five-year Wall Street veteran unveils a new forecasting method that will help managers and investors understand and predict the economic cycles that control their businesses and financial fates. In Ahead of the Curve , Joseph H. Ellis argues that the problem with current forecasting models lies not in the data, but rather in the lack of a clear framework for putting the data in context and reading it correctly. The book explains critical economic indicators in nontechnical language, identifies and documents the recurring cause-and-effect relationships that consistently predict turning points in the economy, and provides the tools managers and investors need to position themselves ahead of cyclical upturns and downturns. Economic events are not as random and unpredictable as they seem. This book will help readers recognize and react to signs of change that their rivals don't see-and win a sizeable competitive advantage.
"約瑟夫·埃利斯
Joseph H. Ellis
高盛集團閤夥人。1970~1994年,埃利斯專職從事零售業的分析,關注整個行業的發展趨勢及一些公司的業績錶現,工作的最終目標是嚮高盛集團的客戶提供整個零售業以及零售企業股票,如沃爾瑪、聯邦百貨、Gap等的投資前景等相關建議。
埃利斯的從業經驗已達35年,並連續18年被《機構投資者》(Institutional Investor)雜誌評為華爾街第一零售業分析師。"
既要考慮長期增長前景,又要兼顧市場周期性波動。
評分很不錯
評分consumer spending index.
評分Yes it is the RATE OF CHANGE which matters.
評分consumer spending index.
利用增长率序列比较得出美国等发达国家的股市领先指标是实际消费支出,而实际资本支出及就业是滞后指标。 在萨缪尔森(1939)的经典模型中也是这样思路: 1)y(t)=c(t)+i(t) 2) c(t)=Ay(t-1)+E(ct) 0<A<1 3) i(t)=B(c(t)-c(t-1))+E(it) B>0 差分方程中y(t)代表实际GDP,c(t...
評分这本书预测宏观经济的方法很简单,就是通过找到领先指标从而提前判断经济走势及股市走势,属于宏观经济分析里的基础分析技能。作者遵循的一个逻辑是,个人实际单位时间收入可预测消费支出,消费支出指标领先工业生产与股票市场,进而再领先实际资本支出与公司利润,而就业...
評分江山/文 在收到《我在高盛的经济预测法》一书之前,江山在周末的时候去了一家还算喜欢的书店闲逛,看到了好几本带有“高盛”名样的书。后来详查,原来是一家国际领先的投资银行和证券公司,拥有丰富的地区市场知识和国际运作能力。虽然喜欢经济类的东西却不曾深入的了解,直到...
評分在投资决策的时候,我们常常困惑的不是手中有什么数据,而是找到正确的方法去理解它们。我平时很少以“力荐”的方式推荐一本书。而约瑟夫 H.埃利斯这本《我在高盛的经济预测法》(http://book.douban.com/subject/6517366/),旧名《走在曲线之前——运用常理预测经济和市场周...
評分Ahead of the Curve pdf epub mobi txt 電子書 下載 2025