As an investor, doing nothing is generally under-rated (but sometimes the facts have changed)...

The oil price tanking  for reasons I explained at the weekend HERE  and shares tumbling across the board on concerns as to what damage the Coronavirus is doing, and will do, to the real economy and thus to corporate earnings. Generally, my view is that doing nothing as an investor is something that is greatly under-rated. It is perhaps better to wait until the smoke clears. Having said that, sometimes we need to accept that facts have changed and that does fundamentally alter an investment thesis…

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