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Buffett stock valuation indicator, plus April seasonality favors stocks and 🧁 weekend sprinkles 🧁
The Sandbox Daily (3.28.2024)
13 hrs ago
•
Blake B. Millard
7
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Buffett stock valuation indicator, plus April seasonality favors stocks and 🧁 weekend sprinkles 🧁
www.thesandboxdaily.com
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IPO landscape, plus downside protection, risky borrowers, and the 2020s=1920s ??
The Sandbox Daily (3.27.2024)
Mar 28
•
Blake B. Millard
9
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IPO landscape, plus downside protection, risky borrowers, and the 2020s=1920s ??
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Labor market breadth, plus AI infrastructure, market internals, and aligning financial priorities
The Sandbox Daily (3.26.2024)
Mar 27
•
Blake B. Millard
13
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Labor market breadth, plus AI infrastructure, market internals, and aligning financial priorities
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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
•
Blake B. Millard
16
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The bifurcated consumer, plus expensive valuations, S&P 500's changing composition, and startup shutdowns
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8
Notice to The Sandbox Daily subscribers
The Sandbox Daily (3.18.2024)
Mar 18
•
Blake B. Millard
16
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Notice to The Sandbox Daily subscribers
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2
Money market cash balances, plus the 2000 bubble, market breadth, default rates, and 🧁 weekend sprinkles 🧁
The Sandbox Daily (3.15.2024)
Mar 15
•
Blake B. Millard
14
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Money market cash balances, plus the 2000 bubble, market breadth, default rates, and 🧁 weekend sprinkles 🧁
www.thesandboxdaily.com
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Female labor force participation ⬆️, plus active management performance ⬇️ and a classic recession indicator ⁉️
The Sandbox Daily (3.13.2024)
Mar 13
•
Blake B. Millard
10
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Female labor force participation ⬆️, plus active management performance ⬇️ and a classic recession indicator ⁉️
www.thesandboxdaily.com
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1
Inflation's bumpy ride to 2%, plus record U.S. oil production, market breadth, global shipping, and LT inflation expectations
The Sandbox Daily (3.12.2024)
Mar 12
•
Blake B. Millard
13
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Inflation's bumpy ride to 2%, plus record U.S. oil production, market breadth, global shipping, and LT inflation expectations
www.thesandboxdaily.com
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2
Presidential elections impact on stock markets, plus small-cap migrations, rate expectations, and debt maturity schedule
The Sandbox Daily (3.11.2024)
Mar 11
•
Blake B. Millard
12
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Presidential elections impact on stock markets, plus small-cap migrations, rate expectations, and debt maturity schedule
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February jobs report, plus market concentration and weekend sprinkles (a new TSD feature)
The Sandbox Daily (3.8.2024)
Mar 8
•
Blake B. Millard
8
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February jobs report, plus market concentration and weekend sprinkles (a new TSD feature)
www.thesandboxdaily.com
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It's really hard to beat the market, plus earnings season, stock buybacks, and geographic revenue exposure
The Sandbox Daily (3.7.2024)
Mar 7
•
Blake B. Millard
11
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It's really hard to beat the market, plus earnings season, stock buybacks, and geographic revenue exposure
www.thesandboxdaily.com
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Why I remain constructive on markets here at all-time highs
The Sandbox Daily (3.6.2024)
Mar 6
•
Blake B. Millard
11
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Why I remain constructive on markets here at all-time highs
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