Residence costs shocked to the upside this morning, and enterprise sentiment quietly improved too—small wins that trace at a sturdier economic system. However whereas headlines keep busy, markets typically get oddly calm at year-end as professionals step away and buying and selling quantity thins out. In right now’s Day by day Nugget, I break down why these pure “lulls” can create a lag impact—and why having high-conviction concepts prepared proper now would possibly really provide you with an edge.