SFS Minute 987: Markets Before Reality

This week, we are talking about the situation in Iran and the Strait of Hormuz. One of the things that we have to acknowledge is that it makes us very, very psychologically afraid. The stock market is going crazy. Commodities are spiking. Headlines create this emotional momentum. And here's the danger: we start making long-term decisions based on our short-term fear, and that never ends well. I'll tell you what to do about it right after this. Strong businesses separate headlines from fundamentals before reacting. Ask yourself, what has actually changed in my business today? Maybe nothing. Avoid emotional decisions driven by temporary volatility. Instead, focus on cash flow, customer relationships, and operational stability. Businesses that stay disciplined during emotional periods often emerge stronger afterward. Calm thinking becomes your competitive advantage.