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LEHMAN'S RAGING BULL

机译:雷曼的怒吼

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When Lehman Brothers Inc.'s chief U. S. investment strategist Jeffrey M. Applegate crisscrossed the country two years ago, his bold ideas about making big bets in technology stocks as the way to play the New Economy were greeted with skepticism. "Some clients just blasted Jeff," recalls Stephen D. Slifer, the firm's top U. S. economist, who often makes the client rounds with Applegate. "He was asking them to throw out everything they had learned in the last 20 to 30 years about how markets and business cycles operate. That can be difficult to swallow."
机译:雷曼兄弟(Lehman Brothers Inc.)首席美国投资策略师杰弗里·阿普尔盖特(Jeffrey M. Applegate)两年前穿越美国时,他对在科技股上大打赌作为玩新经济的方式的大胆想法引起了怀疑。该公司美国首席经济学家史蒂芬·D·斯莱弗(Stephen D. Slifer)回忆说:“有些客户对杰夫大加抨击。”他经常与Applegate合作。 “他要他们扔掉他们在过去20到30年中所学到的关于市场和商业周期如何运作的一切。这很难被吞噬。”

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