Thursday’s Post-Mortem

Published on April 5, 2025

We’d like to discuss our three worst-performing securities in the US portfolio to help our investors understand why we are sitting on our hands and allowing our discipline to proceed.

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Opportunities Still Abound in AI Stocks

April 5, 2025
The Nasdaq-100 Index (NDX) slipped nearly 2.5% last week. That sparked fresh fears that current geopolitical and macroeconomic climates remain headwinds to growth stocks. Those headwinds may imply investors aren’t flocking to AI stocks

Tariffs Trigger Worst Session Since 2020

April 5, 2025
U.S. indexes suffered their worst day since the pandemic, hurt by Trump's massive tariffs that sparked recession fears. Almost every sector fell, with retailers and tech hard hit.