Lin Liu
Lin Liu
Austria
12mo
June Update The market is back at all-time highs… even with everything that’s been happening this year: • Wars still going on • Tariffs back in the headlines • Everyone talking about a possible recession • Interest rates staying high • Politics feeling like a mess • Debt levels going through the roof If someone told you at the start of 2025 that all of this would happen, would you have expected the market to be setting new highs? No? Same here. Probably not. But it did. And that shows again: the market doesn’t move the way we think it should based on the news. Even if you had a perfect view of all the headlines ahead of time, you still wouldn’t know how stocks would react. That’s why obsessing over the news doesn’t help much. Most of it just creates anxiety. It feels important, but it’s often just noise. What actually matters? Finding the companies that are doing well. The ones that keep growing, innovating, and gaining ground, even when the world feels chaotic. Those are the businesses to focus on. And usually, they’re in sectors that are transforming rapidly, like AI, energy, chips, data centers, cloud, robotics, you name it. We’re in a new bull cycle fueled by AI. And if that’s the case, there will be many more all-time highs to come. You don’t need to predict everything. You just need to stay consistent. Stick to your strategy. Tune out the distractions. It’s so easy to get pulled into the drama. Our brains are wired to look for danger, so every scary headline grabs our attention. But if you want to be a good investor, you’ve got to zoom out and focus on what really matters. Don't let every little market dip or piece of bad news throw you off course. Rather than looking for doom and gloom, look for opportunities. As Jack Bogle put it: “The stock market is a giant distraction to the business of investing.”
Not investment advice. The author may have financial interests in the mentioned instruments.
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