Residence costs shocked to the upside this morning, and enterprise sentiment quietly improved too—small wins that trace at a sturdier financial system. However whereas headlines keep busy, markets usually get oddly calm at year-end as execs step away and buying and selling quantity thins out. In in the present day’s Each 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 truly offer you an edge.
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