“If you spend 14 minutes a year on economics (and macro), you’ve wasted 12 minutes.’

This is exactly what we are seeing with the Iran war right now.

• No one knows US intentions or strategy.

• No one knows what will happen to oil.

• No one knows how rates will be affected.

Focus on buying and holding exceptional companies - as the war makes them cheaper.

Which stocks are you looking to buy the dip in?