← Back to all posts

The Signals and Noise

Feb 08, 2026
Follow Us!

Ending February 6, 2026

 

Be Present 

Many years ago, multitasking became a thing. Clever folks were able to walk and chew gum at the same time as the old saying goes.

we can learn a lot from ancient wisdom. For example, to counter multitasking, an old Buddhist monk once said “wherever you are make sure you are there”.

Many sports professionals for example, tennis and golf, say you simply forget about the last shot, whether good or bad and focus on the shot required next. Don't become attached and emotionally charged about what just happened. Focus on the here and now. 

The meaning behind "wherever you are make sure you are there" is when you are doing an activity, whether it is swimming, reading, eating, etc just focus on the task at hand. No multitasking, no thinking about the past or the future, just pay your full attention to the present - what is in front of you. 

These days I see many people listening to music while doing all sorts of other activities. I do it myself. My apartment is cleaned but only if I can listen to a podcast or YouTube clip while I am doing it. Of course, I think this is harmless because in many respects, as little damage can come from cleaning the apartment and listening to a podcast at the same time.

But when it comes to investing, I make sure I am there.  At this time of the year, we develop our Well 2 and Well 3 portfolios and set them for the coming year. I make sure I give it my full attention and I never rush in my decision-making. Focusing here is important because actions can lead to mistakes which in turn can have negative consequences on my portfolio. One benefit of having a consistent and systematic approach is a reduction in the potential for errors.

If you have a systematic approach that works, then your only job is to maintain the system and not get tempted to redirect your attention elsewhere becoming distracted by other approaches simply because you have read or heard about them and the promises they offer. Like many are at the moment with gold and silver. “Hey gold and silver are booming, maybe I should get some”? You can certainly rebalance your portfolio but often we start to think about adding the latest craze or a hot stock.

Focusing 100% on my portfolio allows me to reflect calmly and ask myself questions. Am I maintaining my systematic approach? Am I acting out or logic or emotion? Do I really know about the role gold and silver play in my portfolio? Do I have FOMO?

When you look at your portfolio, you should always think in the context of your systematic approach and ask yourself simple questions as I have suggested above. This makes investing much easier and less emotional which allows us to benefit from focus.

So, wherever you are make sure you are there.

 

The TMM Podcast

Spotify, Apple, YouTube

Listen Here 

P.S - Leave a review to help us grow :)

 

 

Join Signals & Noise Premium for just $9.99 per week.

You’ll get our stock and ETF analysis, weekly market reviews, monthly live coaching calls, priority Q&A, extended newsletters, sector scorecards, plus access to our full library of past sessions and mini-courses.

Simple: market insight + coaching + community support, in one place.

This post is for paying subscribers only

Already have an account? Log in

Cash pays 5.5%. What is your money doing?| Signals and Noise, August 14
  Access Newsletter  There is an iron law of investing. It is called opportunity cost. Right now, risk-free cash pays around 5.5% a year. That is the bar every other investment has to clear after risk. The S&P 500 dividend yield is now 1.03%, the lowest ever recorded. The ASX 300 sits at about 3%, well below cash. And the sudden wave of private credit offerings quoting 7.5% and 8% paid monthly?...
Preparation, not prediction | Signals and Noise, August 7
  Access Newsletter  This week's Signals & Noise is live. The theme: you do not need to predict the fire to survive it, you need insurance. We break down how to build a portfolio that is not fragile, ideally one that is robust or even anti-fragile, so a market fall holds no fear. It is the frame we are carrying into a genuinely uncertain stretch. Premium members also got the Cotality table show...
Is the property game finally over? Signals and Noise, July 31
  Access Newsletter  Most investors fail for two reasons. They base risk on their age instead of what markets actually cost today. And they get pulled into daily noise instead of thinking about how time compounds a portfolio. In this week's free edition: - This week's podcast, The Property Game Is Over: why two decades of leveraged one way bets on Australian housing look to be finished, free to...

The Signals & Noise Newsletter

Cut through the noise. Each week, Signals & Noise delivers clear, evidence-based insights to help you think critically about markets, cycles, and risk. Just the signals that matter, backed by data and experience. For free, get key market summaries, visual charts, macro signals, decision-making tools, and a contrarian perspective. Smart, independent thinking sent straight to your inbox in under five minutes a week.

Subscribe for Free

Join a 1500+ strong community of likeminded investors; get our latest content including weekly market updates, portfolio reviews, blogs, and our podcast to your inbox, every Saturday

Not Financial Advice