The Fundamentals of Investing

If the fundamentals of investing were always right, I would own a little island and be drinking little drinks with little umbrellas in them. So much of investing is psychological. And that's why I'm not so scared. Like this all sort of to me is within the bounds of there's a war. People are afraid. That changes if you get Iran level sanctions against Russian oil. It will be very difficult for them to sell all of it at the price they want to sell it. But yeah, we're not in a land yet where the fundamentals are any worse than they were necessarily before this conflict started. We're talking about politics and ideology and fear, all of which are very