Essentials Report, March 2025

The I/O Fund closely monitors broad market trends to manage risk in our all-tech portfolio. Recently, we warned Advanced members about key market divergences, prompting us to raise cash and hedge against volatility. This strategy helped mitigate drawdowns while keeping cash available to invest in high-quality AI stocks at discounted prices. Now, sentiment indicators suggest a potential market bounce. The AAII survey, a historical contrarian signal, has recorded extreme bearishness—comparable to 2009 and the COVID crash. Additionally, short interest in U.S. stocks has surged, reinforcing the possibility of a short-covering rally.

Members receive institutional-grade context on positioning, risk, and catalysts — not just headlines.

Our research team publishes deep dives on sector themes, earnings setups, and portfolio actions as conditions change.