After a few days of uncertainty, I decided to forget about the recent meltdown and increased my positions in Cenovus Energy (CVE) and Tencent (TCEHY) by 25%, adhering to the old market principle of buying the fear. For all the mystery surrounded this tape, it’s important to remember that the pundits possess no more wisdom or knowledge than we do, which is why it’s important to have goals. If the noise can’t harm you, you can get through anything.