2026-01-21 20:12:02

When it comes to investment decisions, the macro picture matters—but so does knowing what to ignore. Keith Gangl, portfolio manager at Gradient Investments, cuts straight to the point: investors need to lock in on company fundamentals rather than getting distracted by every headline. "What's going to happen with Greenland? What's going to happen with EU tariffs? I think that's a lot of noise," Gangl explains. The takeaway? While geopolitical tensions and trade policy shifts dominate news cycles, they often create short-term volatility that masks the real drivers of long-term value. For investors navigating today's complex markets—whether traditional or crypto-exposed—filtering signal from noise has never been more critical. Focusing on fundamentals keeps your portfolio grounded when sentiment swings wildly.

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SurvivorshipBias

· 01-23 11:11

Basically, don't be fooled by the news. Focusing on the fundamentals is the most important... But it's easier to say than to do.

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Layer2Observer

· 01-22 15:37

Actually, this viewpoint isn't new, but it does hit the nail on the head—let me look at the data. Do those who chase geopolitical news hype really have better long-term returns?

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potentially_notable

· 01-21 20:40

The Greenland issue is really distracting; it's better to focus on fundamentals and not be led around by the news.

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RealYieldWizard

· 01-21 20:36

To understand the big picture, you need to look at the fundamentals. Don't be led around by the news every day... What Gangl said is true; Greenland, tariffs, and these are really just noise.

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BlockchainNewbie

· 01-21 20:34

To be honest, I've heard this theory countless times, but how many actually follow through? Every time there's big news, everyone panics—whether it's Greenland or tariffs—everyone's just speculating wildly... In the end, it still depends on whether the project itself is worth it; don't get caught up in the hype.

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VitaliksTwin

· 01-21 20:31

Really, don't be led by those headlines; fundamentals are the true path.

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ShortingEnthusiast

· 01-21 20:23

Ah, really. Every time I read the news, I want to chase the bears, but I get cut repeatedly... Do I really have to focus solely on fundamentals?

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SingleForYears

· 01-21 20:19

That's it. Greenland and such are really not worth monitoring every day; it's better to focus on the company's fundamentals.