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北京大学光华管理学院金融学博士,前外储高级经济学家、资产配置部副总裁。GMF Research是国内领先的第三方独立海外宏观研究机构。公众号:坦途宏观。

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Degg_GlobalMacroFin 2025-11-17 08:08:17 UTC

Before we relegate a speculative event to the fundamentally inexplicable or bubble category driven by crowd psychology, however, we should exhaust the reasonable economic explanations... "bubble" characterizations should be a last resort because they are non-explanations of events, merely a name that we attach to a financial phenomenon that we have not invested sufficiently in understanding." Garber (2000, p.124)读论文时读到的,说的真好啊,把我一下子点醒了。

此推文基于ipfs和以太坊,没有中心化实体控制,所有权利归创作者所有。

所有者:0x5Fe13552d006Ff736e5512C04D022D481c11732F