In an era of heightened market volatility and economic uncertainty, Visiting Fellow Marshall Lux, along with Research Assistants Rohan Mistry and Michael Sapozhnikov, offer a timely and accessible overview of investing fundamentals.
Whether you’re navigating turbulent markets or planning for the future, here are six principles to keep in mind:
- Focus on the long term
- Tune out the noise
- Diversify wisely
- Minimize costs
- Invest consistently
- Stay grounded in fundamentals
With recent headlines dominated by tariff tensions, this letter is a timely reminder that discipline, patience, and perspective are the foundations of investing success.