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U.S. economic growth remains on solid footing, plus gold and housing affordability
The Sandbox Daily (7.25.2024)
Jul 26
•
Blake B. Millard
10
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U.S. economic growth remains on solid footing, plus gold and housing affordability
www.thesandboxdaily.com
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America's busted recession indicators, plus Mag 7 gets whacked, retail categories in deflation, and earnings season reactions
The Sandbox Daily (7.24.2024)
Jul 24
•
Blake B. Millard
13
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America's busted recession indicators, plus Mag 7 gets whacked, retail categories in deflation, and earnings season reactions
www.thesandboxdaily.com
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Investors are suffering from whiplash, plus household debt, U.S. economic growth, and small-caps
The Sandbox Daily (7.23.2024)
Jul 24
•
Blake B. Millard
9
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Investors are suffering from whiplash, plus household debt, U.S. economic growth, and small-caps
www.thesandboxdaily.com
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The U.S. consumer is seeking value, plus policy ≠ investment results, Mag 7 earnings, and private equity exit activity
The Sandbox Daily (7.22.2024)
Jul 23
•
Blake B. Millard
9
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The U.S. consumer is seeking value, plus policy ≠ investment results, Mag 7 earnings, and private equity exit activity
www.thesandboxdaily.com
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Historical stock performance when the Fed cuts interest rates, plus asymmetric opportunities in bonds and central bank easing
The Sandbox Daily (7.18.2024)
Jul 19
•
Blake B. Millard
13
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Historical stock performance when the Fed cuts interest rates, plus asymmetric opportunities in bonds and central bank easing
www.thesandboxdaily.com
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Forward expectations for U.S. large-cap stocks, plus 2024's calm market, global container prices, and small-caps make history
The Sandbox Daily (7.17.2024)
Jul 17
•
Blake B. Millard
11
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Forward expectations for U.S. large-cap stocks, plus 2024's calm market, global container prices, and small-caps make history
www.thesandboxdaily.com
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This bull market is young, plus breadth improvement, loss aversion, and Retail Sales
The Sandbox Daily (7.16.2024)
Jul 16
•
Blake B. Millard
11
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This bull market is young, plus breadth improvement, loss aversion, and Retail Sales
www.thesandboxdaily.com
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Earnings season is here, plus postage stamps, CapEx tailwinds, and long-term trends
The Sandbox Daily (7.15.2024)
Jul 16
•
Blake B. Millard
11
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Earnings season is here, plus postage stamps, CapEx tailwinds, and long-term trends
www.thesandboxdaily.com
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Robust equity allocations, plus markets in transition, Nvidia, Costco, and 🧁 weekend sprinkles 🧁
The Sandbox Daily (7.12.2024)
Jul 12
•
Blake B. Millard
10
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Robust equity allocations, plus markets in transition, Nvidia, Costco, and 🧁 weekend sprinkles 🧁
www.thesandboxdaily.com
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"Life moves pretty fast"
The Sandbox Daily (7.10.2024)
Jul 11
•
Blake B. Millard
24
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"Life moves pretty fast"
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Fees matter, plus bankruptcies surge and relative value
The Sandbox Daily (7.9.2024)
Jul 9
•
Blake B. Millard
13
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Fees matter, plus bankruptcies surge and relative value
www.thesandboxdaily.com
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Strong outlook for stocks heading into 2nd half, plus downside volatility, 2Q earnings preview, housing market, and Boeing
The Sandbox Daily (7.8.2024)
Jul 9
•
Blake B. Millard
15
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Strong outlook for stocks heading into 2nd half, plus downside volatility, 2Q earnings preview, housing market, and Boeing
www.thesandboxdaily.com
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