The Week That Matters (3-7 March, 2025)

"I will never be satisfied" Li Ka-Shing

Caveat Emptor (Buyer Beware)

In a typical first year of a Presidential term, there would be many reasons to buy the market right now. Seasonally speaking, inflation expectations tend to peak at this time of year, while growth forecasts bottom out. April can be a good month for performance.