A great article from Kerr Neilson on the framework for investing. He highlights the fact that crises have always been a part of investing and that markets will eventually sort themselves out. Key points to focus on are valuation, sustainability of earnings, patience and the fact that the market owes you nothing. (VIEW LINK)
I have 13 years experience in equity markets and financial media. In 2013 I Co Founded, Livewire Markets with Tom McKay. Our vision is to be the #1 source of investment ideas in Australia. Opinions expressed are my own.