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Why Does Q4 Outperform All Other Quarters?

In the fall, there is a resurrection of hope for a new year, a time of family gatherings, feasting, and football games, with two major holidays, Thanksgiving and Christmas, most years leavened with rising paper profits generated during…

Are Central Bank Rate Cuts Pointless?

You may be familiar with the hit teatime game show Pointless. And it’s got me thinking. After a surprise rate cut from Sweden’s Riksbank and, as the Fed kicks off its own easing cycle, will any of it make a difference? It’s complicated,…