Curve may be flattening too quickly now???, page-142

"Yes lots of sensational news articles. "

From the Australian Broadcasting Corporation?
They don't sensationalise things, do they?


"Bad luck about your share portfolio of course."

My experience - as a deep value investor over the past two -and-a-half decades - is that the times my "portfolio" [*] made the greatest increases in value was as a result of the opportunities that presented themselves during the various crises that erupted (with the Asian Financial Crisis of 1997/8, the 2003 global economic recession of 2002, the Iraq War (2004), the GFC (2009), the Greek Debt Crisis (2012), The Bond Market Jitters of 2018).

And, true to form, this particular crisis has already delivered some beautiful companies to me at prices which I, at last, find to be agreeable, based on my investment process and valuation framework.


[*] Not that I closely monitor what my portfolio happens to be doing do on any given day/week/month/year. I've long ago given up watching the pips.