#Seasonality

#ProMacro 🌐 Navigating the Big Picture: Seasonality and Macro Trends 📅 Right now, my focus is on the big picture, particularly seasonality. I’ve been heavily relying on insights from the macro experts on the network—like Darius, Andreas, and the panel discussions—which have been invaluable in guiding my strategy over the last few months. 1. Loosening Monetary Conditions: From these experts, I’ve learned that monetary conditions are loosening on multiple fronts. We’re seeing a weaker dollar, increased liquidity, and rates are poised to drop. These factors are setting the stage for potential shifts in the market. 2. Expecting a Bumpy September: Despite these positive signs, I still anticipate that September will be a rough month. I’m not expecting much change in the short term and wouldn’t be surprised if we see one more big flush out, similar to what Sim mentioned. 3. Optimism for October: However, I’m hopeful that by October, things will start to turn around. If the trends align, we could see the market begin to move upwards as we head into the final quarter of the year. In summary, while September may present challenges, the loosening monetary conditions and expert insights suggest that October could mark a turning point, setting the stage for potential growth. 📈🔄 #Seasonality #MacroTrends #MarketOutlook #InvestmentStrategy​⬤

If December pricing looks friendly and June suddenly hurts, that’s the play. Margins drop in slow months, then climb when your pipeline peaks. Proof: Price the same file in Dec vs Jun and watch the spread widen by dozens of bps. If interested, just DM me your email address and ask to be added to our bi-monthly interest rate sheet updates. #MortgageAdvisor #MarginTransparency #PricingStrategy #Seasonality #P&L

I always catch sector rotation at an early stage! 💪🏻 November was good and December has also historically been a strong month for the IT sector. US markets usually perform well in December and US tech companies are posting very good results. That’s a positive signal for our IT companies too, since we are major service exporters to the US. I am not a SEBI-registered advisor. Please do your own research before taking any action. #stockmarket #itsector #seasonality #rbi #ratecut #usmarkets #december #analysis #technicalanalysis

We spent a special moment with chef @jorisrousseau from the NEW 1-Star and NEW Green Star restaurant @feuillehk in Hong Kong. He shared with us his point of view on sustainable gastronomy. Our Inspector‘s point of view: Renowned French chef David Toutain’s first venture outside France advocates an eco-friendly ethos, using locally sourced, organic produce with minimal impact on the environment. The multicourse veggie-heavy tasting menu, just like the restaurant’s name, is inspired by nature and the life cycle of plants. Dishes take a root-to-shoot approach, finessed by French techniques. Highlights include cumin-egg-sweet corn, and the photogenic spiny lobster. @david_toutain Find out the whole restaurant selection for Honk Kong & Macau on the MICHELIN Guide website and app 📱 #MICHELINGuideHKMO #MICHELINStar24 #MICHELINrestaurants #OneMICHELINStar #MICHELINGreenStar #restaurant #chef #gastronomy#seasonality

SEAsonality - We are changing the tides by debunking a myth: just because a fish is ‘in season’ does not necessarily make it more sustainable. The season commonly refers to a specific species’ breeding period since they regroup in schools, making it naturally easier to catch them. But this is slightly different when it comes to aquaculture because farmed fish are raised under controlled conditions. Instead, ask your supplier what those conditions are (e.g. feed, water usage, social justice, energy, etc.). #UNWorldOceansDay is coming up soon and hundreds of #RelaisChateauxChefs, in partnership with @Ethic_Ocean, will be celebrating our oceans. Today we share the second story in our three-part series. Let’s travel to @HotelBareiss, in Germany, where owner Hannes Bareiss and his family has established one of the most modern and innovative fish farms in Baden-Württemberg for hatching, rearing, and maturing trout. By modernizing the Forellenhof Buhlbach station over a five-year period, he developed a leading-edge model of land-based recirculating aquaculture that is environmentally friendly and respects animal welfare. Join us! #UNWorldOceansDay #relaischateaux #planetocean #tidesarechanging #SEAsonality #bareiss #hotelbareiss #forellenhofbuhlbach

There’s a green that only exists for a moment in April. Bright. Tender. Almost glowing. Then it’s gone. Artists like Claude Monet painted fast in spring— because those colors don’t wait. And it made me think— not everything in life is always available. Some things are seasonal. Some things are… right now. What’s your “April green” at the moment? #April #Monet #Seasonality #SlowArt #Attention RightNow

(Part 1/2) Lacto-fermented Pickles 🥒🧂 if you love cold, crunchy pickles; have found yourself with an abundance of summer cucumbers right now; or are looking for more gut-healthy foods to add to your diet.. this is for you! ⁠ Make lacto-fermented PICKLES with cucumbers while they’re here, and your wintertime self will thank you later. Here’s what you need for @molly.chester’s easy, adaptable recipe⁠: ⁠ 🥒 pickling cucumbers⁠ 🥒 4% saltwater solution 🥒 pink (or black) peppercorns ⁠ 🥒 mustard seeds⁠ 🥒 garlic ⁠ 🥒 onions⁠ 🥒 fresh grape leaves ⁠ ⁠ Save this post for the next time you find yourself with an abundance of cucumbers! And stay tuned for Part 2 tomorrow to see how Molly incorporates the grape leaves foraged from the farm and completes the pickling process ✨

Gala Teaser – @laumont.truffles x @laliste1000 ✨ Some treasures take time. Nature asks for patience, care, and the perfect season. And now, the wait is over: truffle season has officially begun, and Laumont Truffles returns as Official Partner of the La Liste 10th Anniversary Gala. For decades, Laumont has mastered the art of unveiling the earth’s most precious flavours. Each truffle, shaped by time, terroir, and meticulous selection, carries the pure essence of nature’s generosity. This year, their finest truffles will illuminate the Gala cocktail — highlighted by a creation from Chef Thierry Charrier @thierrycharrier (Ministry of Europe & Foreign Affairs), designed especially for the evening to showcase the fragrance and depth of the season’s first truffles. They will also shine during the Gala Dinner, where Chef Guy Savoy @guysavoy (Restaurant Guy Savoy, Paris) will bring one of his signature dishes to the table, elevating these exceptional truffles into an unforgettable culinary experience. A celebration of authenticity. A tribute to the artisans of flavour. A moment where patience becomes pure taste. Patience rewarded. Flavours revealed. The season begins. 📍 Paris — November 24, 2025 #LaListe #LaListe1000 #LaListeGala #LaListe2026 #Laumont #LaumontTruffles #TruffleSeason #FineDining #Gastronomy #CulinaryExcellence #FrenchGastronomy #HauteCuisine #GalaDinner #Seasonality #Craftsmanship #TasteOfNature

Don’t get overwhelmed by the sheer volume of restaurant options out there. Eating fresh, local and sustainably sourced seafood is not only delicious, but it’s good for the environment and our local economy! Find a Good Catch partner for your night out this weekend! Restaurants: @bexleysummerville @chefgrahamcalabria (Calabria’s Fine Foods) @chubbyfishchs @costacuisine @cudaco @crystalcoastseafood @delaneyoysterhouse @establishmentchs @fleetlanding @glassonionsc @graceandgrit_mtpleasant @huskrestaurant @malagoncharleston @snobchs @boathouseatbreach @hanksseafood @theroyaltern @diningatthedunes (Coastal Provisions) Retailers + Purveyors: @abundantseafood @casualcrabbingwithtia @bullsbayseafood @lowcooysters @misspaulashrimp @cherrypointseafood . . . #FoodieFriday #sustainableseafood #seafood #species #seasonality #inseason #scseafood #sustainable #local #charlestondaily #charleston #aquarium #southcarolinaaquarium #chsdaily #charlestondaily #explorechs #explorecharleston #chsfoodies #chsfood #charlestonfoodies

Fantastic experience @restaurantmoorhall for @lizzyslucas birthday ❤️ . Thank you @markbirchall and the team 🙌 . #MoorHall #ThreeMichelinStars #FineDiningUK #TastingMenuExperience #BritishCuisine #ModernBritish #FoodJourney #Seasonality #CulinaryExcellence #GastronomyUK #ChefsTable #FoodObsessed #RestaurantLife #UKDining #DestinationDining #LuxuryHospitality #InspirationForChefs #PlateToPlace #FoodArt

Another year wrapped, and our hearts are full. Thank you to our guests, friends, and regulars who returned again and again, trusting us with your time and your table. Throughout the season, we remained committed to dishes and nigiri grounded in origin and integrity, sourcing directly from fishermen in Japan, guided by long-standing relationships, seasonality, and deep respect for the craft. Every piece carries the hands that caught it, prepared it, and served it. Beyond the fish and the plates, it’s the familiar faces at the counter, the shared moments, and the energy in the room that matter most to us. As we welcome 2026, we do so with sincere gratitude and excitement for what lies ahead. Thank you for being part of our journey. 🤍

Seasonality isn’t superstition. It’s a strategy. Here's how it works in the stock market. #Seasonality #DSIJ #StockMarketIndia Festive Stocks | Diwali Rally | Smart Investing |Stock Market Tips | Investor Education |FinancialWisdom | Retail Stocks | FMCG Stocks | Seasonal Investing | Indian Stock | Diwali Stocks | Stock Tips | Retail Seasonality | FMCG trend | Investing Strategy | Festive Rally | DSIJ | Smart Investing