Small Cap Value Portfolio Review - April 2025
May 12, 2025
Wines are interesting because some are best consumed immediately while others can go decades and improve with age. Given the constantly shifting market dynamics, this letter is like a wine that is best consumed immediately. We’re in the camp that the tariff proposals and inflationary pressures are hurting the economy in the second quarter and could cause a recession. Still, there are potential, albeit risky, glimmers of hope for the economy in the second half of the year, but the window of opportunity may be narrowing.
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