DIARY OF A PORTFOLIO MANAGER April 4, 2025 “Take it easy, take it easy Don't let the sound of your own wheels drive you crazy Lighten up while you still can Don't even try to understand Just find a place to make your stand and take it easy” -Take it Easy...

Tariffs Finding a Path Through Near-Term Volatility Click Here An Update on the Recent Reciprocal Tariffs Click Here Global Insight Weekly Tariff Deluge: RBC's Initial Take Click Here