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Low volatility good for stocks, plus economic strength, AI on power demand, and šŸ§ weekend sprinklesĀ šŸ§
The Sandbox Daily (5.17.2024)
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Blake B. Millard
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What I read each week
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6
Historical context of current market cycle, plus corporate tax rates, housing affordability, and the bond slump
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5
The hard part is over (Goldman outlook), plus bankruptcies, MBS/TSY disconnect, and Bitcoin HODLers
Ā ā€¢Ā Blake B. Millard
April CPI inflation report, plus divs/buybacks, Vanguard's new CEO, and earnings estimates
The Sandbox Daily (5.15.2024)
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Blake B. Millard
State of the Markets: bringing clarity to this messy environment
The Sandbox Daily (5.14.2024)
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Blake B. Millard
Earnings at center stage, plus quiet market strength, China, gasoline prices, and Roaring Kitty
The Sandbox Daily (5.13.2024)
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Blake B. Millard
Breadth expands as SPX within 1% of ATH, plus consumer sentiment, quant wizard passes away, and šŸ§ weekend sprinkles šŸ§
The Sandbox Daily (5.10.2024)
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Blake B. Millard
The S&P 500 led by Utilities ??!?, plus U.S. homeowners, debt maturity schedule, and easing financial conditions
The Sandbox Daily (5.9.2024)
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Blake B. Millard
Social Security projected to cut its benefits in 2035, barring reform
The Sandbox Daily (5.8.2024)
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Blake B. Millard
Lump-sum vs. DCA, plus upcoming wealth transfer, volatility, and hidden cost of mutual funds
The Sandbox Daily (5.7.2024)
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Blake B. Millard
1
The Sandbox Daily
The Sandbox Daily
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