Why You Should Stop Worrying About the US-Iran War

This week’s update at a glance

• Why recent volatility may not be the real problem. Fear is elevated, but history shows quality growth stocks with strong tailwinds can recover far sooner than most investors expect.
• The mistake many investors make in periods like this. Selling your best stocks to try to buy them back cheaper sounds good in theory, but in practice it is much harder to execute well.
• Why disruption can create opportunity. Several major long term trends still look intact, and lower prices can improve the risk reward for patient investors.
• The practical takeaway. Focus less on scary headlines and more on the strength, momentum and long term direction of the stocks you own.

What you’ll learn

• What past market shocks can teach us about handling fear and volatility
• Why trying to sidestep every sell off can damage long term returns
• How to think about attack capital, psychology and investor fit
• Why several major mega trends may still be much stronger in 1 to 2 years
• How I’m approaching quality stocks, momentum and opportunity in the current market

The thinking shift

Most investors get trapped by the headline in front of them. The better approach is to step back and ask a more useful question: are the long term drivers behind the best opportunities actually changing, or is this just fear creating temporary dislocation? In many cases, volatility feels worse than it is. That does not mean risk disappears. It means perspective matters.

What history shows

Previous periods of sharp fear such as COVID, the 2022 tech decline and the tariff driven sell off in 2025 all offer useful lessons. Quality stocks with genuine growth and strong tailwinds often bounced back strongly, and often sooner than expected. That is not a promise for every stock or every investor. It is a reminder that panic selling can be far more damaging than the volatility itself.

Where I’m focused now

• Quality stocks with strong momentum: I am far more interested in the trends of the stocks I own than in broad index noise.
• Major long term themes: Precious metals, robotics, defense spending, AI related energy demand and data centre infrastructure all remain important areas of focus.
• Investor psychology: Your strategy has to fit the kind of investor you are. What works for one person may be completely wrong for another.
• Planning over panic: The opportunity may be significant, but it can only be accessed with clear planning, discipline and a refreshed perspective as events unfold.

Important information

_{General information only, not personal advice. Any advice in this video is general advice only. Neither your personal objectives, financial situation nor needs have been taken into consideration. Accordingly, you should consider how appropriate the advice is to those objectives, financial situation and needs before acting on it. Garry Davis (AR No: 317590) is an authorised representative of Primary Securities Ltd (AFSL No. 224107).}

_{Note to traders: The publishers of this article, information and promotion wish to disclose that they may hold stocks mentioned in their portfolios and that any decision to purchase should only be made after you have completed your own enquiries and obtained appropriate professional advice.}

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