Stocks dropped fast in March. Headlines turned sharply bearish. Goldman Sachs warned of a potential 20%+ decline. Commentators pointed to oil shocks, rising rates, and recession risks.

Paying attention to all that led investors astray.

In this 16-minute video, I walk through the Nasdaq Composite year-to-date through April 16, 2026, exactly where the headlines told you to panic versus where our rules told us to gear up, and what happened next (spoiler: the market erased its Iran war losses in weeks).

If you followed the news, you probably sat it out. If you followed a schedule and predefined rules, you’re already in new profit territory.

And, believe it or not, the pundits are already warning again. The lesson never changes: adhere to a methodology, follow a schedule, ignore the headlines.

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe