Clarity Capital Management Notables - April 2025
As we’re sure you know by now, it’s been quite a couple of weeks for investors, as market volatility has ticked way up and the economy appears to be rapidly shifting. Periods like this aren’t new, even if they feel unfamiliar in the moment. The markets have weathered storms before—and long-term investors have been rewarded for staying the course. Although we’ll have a longer thought piece in our usual Notablesnewsletter and podcast, we wanted to send a quick message to our community.
Mainly, we want to share that we’re here to answer any questions—or simply be a sounding board—if you have concerns. Living through volatility is one of the hardest parts of being a long-term investor.
As Warren Buffett has frequently said, “The stock market is a device for transferring money from the impatient to the patient.” Knowing how difficult that can be in real time, we encourage patience. In the meantime, for clients who’ve entrusted us with managing their investments, we’re actively reviewing portfolios and looking for opportunities that may emerge in times like these.
It’s also important to remember that we fully expect this period of heightened volatility to continue. Although things may have calmed down today, and no one knows exactly what the future holds, we anticipate ongoing market instability as new winners begin to emerge and other trends fall out of favor.
One thing is certain: we’re here for you. Drop us a line if you’d like to jump on a quick call or Zoom.