There are no scheduled PSE events this week, but it is the first full trading week of the year and we have the December inflation data in, so hopefully traders and investors will get a good look at the market this week. There are also no major scheduled events in the US markets, so it’s shaping up to be pretty quiet.MB BOTTOM-LINE: For any long-term investors out there, it’s a great time to review your thesis and your portfolio, and plan out any adjustments that you might need to make. My theme for FY23 was “Defense”, but I think my theme for FY24 is going to be “Preparation”; there’s a huge amount of uncertainty in the market right now, and I think that turning a profit this year will hinge on how quickly I’m able to convert event-based price drops into buying opportunities. These types of opportunistic trades were by far the most profitable for me in FY23, but they required me to be almost hyper-focused on a small number of stocks. I’m going to maintain that effort this year, or at least until it feels like the market has more of a direction.