☕ Don’t forget this in earnings season

Good morning! 👋 

Keith is still enjoying some well-earned downtime after the OBA Shindig ’25, and I think he’d agree, this is the perfect moment to remind you of these two things he says regularly: 

1. “Scared money never makes money.”  
2. “Investing in optimism beats cowering in pessimism every day of the week.” 

These two reminders matter more than ever now that earnings season is in full swing. 

Every day brings a fresh headline, a new set of numbers, or some analyst making bold calls from behind a blinking screen. 

No doubt, this season’s earnings will a) introduce some volatility because so many big money traders are still offside and b) prove to be yet another tremendous opportunity for those who are prepared. 

But remember how the game is played. 

The media doesn’t care whether you make money. They care about clicks, hype, and headlines. They profit from sensationalism - not your portfolio’s success. 

The sooner you tune out the noise and stay focused on great companies putting up great numbers, the sooner your portfolio can thank you. 

So, here’s what smart investors understand: 

• Innovation is accelerating 

• Capital is flowing 

• Fundamentals are shifting beneath the surface 

And yet... it’s precisely during these moments of confidence that discipline matters most. 

We are on the edge of a transformation so massive that it’s rewriting human history. Every business on the planet will adopt, adapt, or die. 

So it makes all kinds of sense to play into that.  

As always, let’s MAKE it a great day. 

You got this – I promise! 

Hayley 😀