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What I read each week
The Sandbox Daily (12.22.2023)
Dec 22, 2023
•
Blake B. Millard
14
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The Sandbox Daily
What I read each week
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6
"Life moves pretty fast"
The Sandbox Daily (7.10.2024)
Jul 11, 2024
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Blake B. Millard
24
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"Life moves pretty fast"
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6
Carry on my wayward son (there'll be peace when you are done)
The Sandbox Daily (10.30.2024)
Oct 30, 2024
•
Blake B. Millard
23
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The Sandbox Daily
Carry on my wayward son (there'll be peace when you are done)
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3
Bears take out 4300 on the S&P 500, plus China, bull steepeners, and a visit with Charles Payne
The Sandbox Daily (9.26.2023)
Sep 27, 2023
•
Blake B. Millard
16
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The Sandbox Daily
Bears take out 4300 on the S&P 500, plus China, bull steepeners, and a visit with Charles Payne
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6
Major breadth thrust signal, plus central bank policy, bank losses, last week's rally, and crypto inflows
The Sandbox Daily (11.6.2023)
Nov 7, 2023
•
Blake B. Millard
13
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The Sandbox Daily
Major breadth thrust signal, plus central bank policy, bank losses, last week's rally, and crypto inflows
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2
Recession odds fall below 50%, plus Growth/Value ratio, mortgage rates hit 8%, bond returns vs interest rates, and the U.S. saving rate
The Sandbox Daily (10.18.2023)
Oct 18, 2023
•
Blake B. Millard
15
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Recession odds fall below 50%, plus Growth/Value ratio, mortgage rates hit 8%, bond returns vs interest rates, and the U.S. saving rate
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1
Historical context of current market cycle, plus corporate tax rates, housing affordability, and the bond slump
The Sandbox Daily (4.8.2024)
Apr 8, 2024
•
Blake B. Millard
19
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The Sandbox Daily
Historical context of current market cycle, plus corporate tax rates, housing affordability, and the bond slump
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5
What it's like to prepare for a tv hit
also: my prep notes for Making Money with Charles Payne
Aug 2, 2024
•
Blake B. Millard
18
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The Sandbox Daily
What it's like to prepare for a tv hit
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2
The hard part is over (Goldman outlook), plus bankruptcies, MBS/TSY disconnect, and Bitcoin HODLers
The Sandbox Daily (11.8.2023)
Nov 8, 2023
•
Blake B. Millard
14
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The Sandbox Daily
The hard part is over (Goldman outlook), plus bankruptcies, MBS/TSY disconnect, and Bitcoin HODLers
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Are the arguments against breadth misplaced? 📈, plus record air travel ✈️ and housing supply shortage 🏠
The Sandbox Daily (6.25.2024)
Jun 25, 2024
•
Blake B. Millard
16
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The Sandbox Daily
Are the arguments against breadth misplaced? 📈, plus record air travel ✈️ and housing supply shortage 🏠
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NVDA 2nd-most valuable company, plus home payments, strong Presidential summer, patience, economic indicators, and Cyclicals vs. Defensives
The Sandbox Daily (6.5.2024)
Jun 5, 2024
•
Blake B. Millard
16
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The Sandbox Daily
NVDA 2nd-most valuable company, plus home payments, strong Presidential summer, patience, economic indicators, and Cyclicals vs. Defensives
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The bifurcated consumer, plus expensive valuations, S&P 500's changing composition, and startup shutdowns
The Sandbox Daily (3.25.2024)
Mar 26, 2024
•
Blake B. Millard
16
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The Sandbox Daily
The bifurcated consumer, plus expensive valuations, S&P 500's changing composition, and startup shutdowns
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8
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