Sitemap - 2025 - The Sandbox Daily
Fed cuts interest rates for the 1st time in 2025, citing "risk management"
The core to investing success: getting asset allocation right
Trump revives push to scrap quarterly earnings reports
Risk can't be deduced to a number, plus 🧁 weekend sprinkles 🧁
The great wealth transfer: planning for legacy and opportunity
September is a lock after this week’s jobs data, plus 🧁 weekend sprinkles 🧁
The worst month for stocks is here
The market doesn’t care about your government shutdown headlines
Back from the beach: August in review
A degree in uncertainty: why college grads are struggling to find work
Is your portfolio missing crypto? Why 10–40% crypto could be the new normal.
The gray zone: navigating markets without clear answers
Fed Chair Powell suggests rate cuts are coming. What it means for you.
Attention deficit investing, plus 🧁 weekend sprinkles 🧁
Powell’s last stand: Jackson Hole, rate cuts, and the Fed’s balancing act
Rate cuts after long pauses have been bullish
Looking for juice🥤? Just add leverage💉!
Robust earnings are powering stocks
Tracking a key bull market indicator, plus 🧁 weekend sprinkles 🧁
Mag 7 and the circadian rhythms of life
Investors, bond market weigh the state of the U.S. economy
Overcoming recency bias: the investor’s mental trap door
America's economic data disaster is bad and getting worse, plus 🧁 weekend sprinkles 🧁
U.S. economy rebounds in 2nd quarter and returns to growth mode
Mid-summer check-in: tactically neutral but strategically bullish
What corporate earnings reveal about tariffs
Most often we're talking stocks, when we should be asking about credit
What to know about Fed independence, plus New York City photo dump
Tariff roulette: the new reality of global trade
Copper rally reflects economic growth, tariffs, and technical breakouts
Bitcoin printing new ATHs as crypto week arrives
Some good news for the Fed, plus 🧁 weekend sprinkles 🧁
What the "One Big Beautiful Bill Act" means for investors
The S&P 500 just flashed a highly bullish “Golden Cross” technical signal
Fed easing is around the corner
Stocks hit new records to close out volatile 1st half 📈
Transitioning from tariffs/geopolitics to corporate earnings, plus 🧁 weekend sprinkles 🧁
The busiest trading day of the year 💥
Is home ownership still within reach in today’s economy?
The headlines are loud. Your portfolio shouldn’t be.
Near-record asset allocations to stocks, plus 🧁 weekend sprinkles 🧁
Yes, Momentum is Real – No, You Still Shouldn’t Time the Market
What alternative do they have?
U.S. vs. Rest of World: regional differentials
Israel, Iran tensions boil over, plus 🧁 weekend sprinkles 🧁
Behold Bitcoin's meteoric rise
A no "BS" reading on the U.S. consumer economy
U.S. dollar’s reserve status at risk? I'll take the other side.
U.S. trade deficit narrows sharply (and the important lesson for investors)
What to expect from stocks in June
From chaos to calm: markets find their footing
Inflation knocking at the Fed’s doorstep, plus 🧁 weekend sprinkles 🧁
Hard data shows the U.S. economy still in solid place 💪
Diversification opportunities (it's been a minute)
Happy Bitcoin Pizza Day, plus 🧁 weekend sprinkles 🧁
Looking for clues on market health
Why markets will be fine after the United States lost its AAA credit rating
Understanding consumer debt in a two-speed economy, plus 🧁 weekend sprinkles 🧁
United States vs. Rest of World
Global stocks surge 📈 after United States, China pause tariff war 🤝
Q1 earnings are strong, but what about the rest of 2025?, plus 🧁 weekend sprinkles 🧁
Share buybacks signal confidence in a shaky market
Fed needs more clarity from the hard data before cutting rates
Rush to beat tariffs causes U.S. trade deficit to blow out to record levels
Lessons from Warren Buffett for today’s market
2025 tracking like typical first year of the U.S. presidential cycle, plus 🧁 weekend sprinkles 🧁
The key metric to watch for labor market warnings
🚨 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