☕ What to do in confusing markets like these
Mar 19, 2026Good morning 👋
It’s Hayley here while Keith is on the road, and I hope you're getting off to a good start! 😃
I’m doing a scan of the headlines and markets this morning, and I'm noticing plenty of negative nellies out there.
The Iran conflict is fuelling fresh inflation fears, the Fed has kept interest rates unchanged, and once again the headlines are doing their best to convince investors that the sky is falling.
Keith wants to remind you of a point he’s made many times before...
You can run around like a chicken with your head cut off and drive yourself silly worrying about what the Fed might do next, whether AI is a bubble about to pop, or the latest scary headline. Or you can do what the world’s best, most successful investors almost inevitably do.
And that is?
They focus on finding and buying world-class companies that can come through this mess just fine, and they play offensively even if they have to think defensively to do it.

You got this – I promise!
Now and as always, let’s MAKE it a great day!
Hayley 😀