13
America's busted recession indicators, plus Mag 7 gets whacked, retail categories in deflation, and earnings season reactions
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9
Investors are suffering from whiplash, plus household debt, U.S. economic growth, and small-caps
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9
The U.S. consumer is seeking value, plus policy ≠ investment results, Mag 7 earnings, and private equity exit activity
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13
Historical stock performance when the Fed cuts interest rates, plus asymmetric opportunities in bonds and central bank easing
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11
Forward expectations for U.S. large-cap stocks, plus 2024's calm market, global container prices, and small-caps make history
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11
This bull market is young, plus breadth improvement, loss aversion, and Retail Sales
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11
Earnings season is here, plus postage stamps, CapEx tailwinds, and long-term trends
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The Sandbox Daily
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Sam McCallum
Sam Ro, CFA
Scott Brown, CMT
Caleb Franzen
Marc Rubinstein
The Sandbox Daily
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