Sitemap - 2025 - The Sandbox Daily
🚨 Important reminder for us all: stocks bottom first 🚨
President Trump’s first 100 days
Tariff turbulence looms over corporate profits
Execute your plan, plus 🧁 weekend sprinkles 🧁
3 signals that have my bullish spidey senses tingling
Sentiment can't get much worse (contrarian signal), 🧁 plus weekend sprinkles 🧁
Policy intervention: what to make of the Fed and Trump "puts"
As volatility contracts, what to make of the recent bounce...
The contentious U.S.-China trade relationship
Mag 7: from vulnerability to opportunity
Treasury market volatility forces Trump's hand on tariff reprieve 💪
Small business economic trends point towards future employment weakness
Unchartered Tariff-tory, plus 🧁 weekend sprinkles 🧁
"Liberation Day" is here: execute your plan
Build your cars in the U.S. or pay up !
Female participation in the labor force is soaring
Tariff fears are palpable, plus 🧁 weekend sprinkles 🧁
U.S. fiscal strength in question, once again
Investing through the highs and lows of the cycle
U.S. dollar has lost its mojo since the election
Gaming out some potential downside scenarios, plus 🧁 weekend sprinkles 🧁
Uncertain times require discipline, plus a brief recap of 🌴Future Proof 🌴
It's been a month since the buyer's strike hit the market. Taking stock of the wreckage.
My wife is asking questions now...
Front-loading risks, then offloading them over time -> seeking a tradable bottom in this market
Maintaining perspective amid recession fears
U.S. exceptionalism on ice (importance of staying invested), plus 🧁 weekend sprinkles 🧁
Job cuts surge on the "DOGE" impact
2025 tracking nicely the first year progression of the U.S. presidential election cycle
Active vs. Passive: the 2024 results are here 📪
Why is no one talking about earnings, plus 🧁 weekend sprinkles 🧁
State of the markets (10 things on my mind)
Consumers don't have a debt problem. The U.S. government does.
Mind the gap: how investors perceive markets vs. how they actually perform
Magnificent 7 losing its shine, plus 🧁 weekend sprinkles 🧁
Looking for long opportunities outside the United States
Recent underperformance from Technology stocks cause for concern?
Approach markets with a rules-based framework
Trade Wars 2025: welcome to Trump 47
Markets are looking right through policy uncertainty
Private Credit has watchdogs concerned. Should you be?
To win Super Bowl LIX, coaches preach winning all three phases. Investors should take note.
Don’t forget about diversification (zig and zag in 2025!)
Crypto liquidations, Ethereum’s headaches, and the outlook for digital assets
Stocks navigate choppy water early in 2025
A key manufacturing indicator gains momentum, strengthens case for Industrials
Emergency Fund: the lifeboat for your finances and sanity, plus 🧁 weekend sprinkles 🧁
"As January goes, so goes the year." A bullish signal is flashing green.
Do you smell that? The asymmetric opportunity for bondhodlers.
How the wealth effect is driving the U.S. economy
Short interest on U.S. stocks is scant. Is that good or bad?
Building blocks for long-term investors (CMAs, SAAs) AND why they matter to you
What Trump 2.0 means for the economy
A mixed bag for December's inflation report
American exceptionalism in 2025
Weathering the storm: tips to navigate volatile markets
Policy uncertainty should lead to higher volatility
The wheels on the bus screaming rates, rates, rates