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Narrow leadership, plus bond flows, the Prime Rate, and the rule of 72
The Sandbox Daily (10.2.2023)
2 hrs ago
•
Blake B. Millard
4
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Narrow leadership, plus bond flows, the Prime Rate, and the rule of 72
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September 2023
Markets turn the page to October, plus momentum (RSI) at extremes, Fed's inflation measure, and the week in review
The Sandbox Daily (9.29.2023)
Sep 29
•
Blake B. Millard
7
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Markets turn the page to October, plus momentum (RSI) at extremes, Fed's inflation measure, and the week in review
blakebmillard.substack.com
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Deep Risk vs. Shallow Risk, plus hikes-to-cuts, housing affordability crisis, and bond yields
The Sandbox Daily (9.28.2023)
Sep 28
•
Blake B. Millard
6
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Deep Risk vs. Shallow Risk, plus hikes-to-cuts, housing affordability crisis, and bond yields
blakebmillard.substack.com
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Messy markets, plus the cost of capital and oil demand
The Sandbox Daily (9.27.2023)
Sep 28
•
Blake B. Millard
6
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Messy markets, plus the cost of capital and oil demand
blakebmillard.substack.com
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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
•
Blake B. Millard
13
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Bears take out 4300 on the S&P 500, plus China, bull steepeners, and a visit with Charles Payne
blakebmillard.substack.com
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U.S. gov't heading to a shutdown, plus weak equity appetite, $24B in childcare aid expiring, and 3 stages of life
The Sandbox Daily (9.25.2023)
Sep 26
•
Blake B. Millard
7
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U.S. gov't heading to a shutdown, plus weak equity appetite, $24B in childcare aid expiring, and 3 stages of life
blakebmillard.substack.com
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2
Staggering bond drawdowns, plus oil supply, QT, and the week in review
The Sandbox Daily (9.22.2023)
Sep 22
•
Blake B. Millard
10
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Staggering bond drawdowns, plus oil supply, QT, and the week in review
blakebmillard.substack.com
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2
Investing principles, plus debt service costs, gas prices, IPO returns, and leading economic indicators
The Sandbox Daily (9.21.2023)
Sep 21
•
Blake B. Millard
11
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Investing principles, plus debt service costs, gas prices, IPO returns, and leading economic indicators
blakebmillard.substack.com
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Fed leaves key policy rate unchanged, plus the great wealth transfer, no stress in credit, and Dallas TX
The Sandbox Daily (9.20.2023)
Sep 21
•
Blake B. Millard
11
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Fed leaves key policy rate unchanged, plus the great wealth transfer, no stress in credit, and Dallas TX
blakebmillard.substack.com
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State of the market, plus tech supercycles, bond market positioning, risk management, and pre-trade checklist
The Sandbox Daily (9.19.2023)
Sep 19
•
Blake B. Millard
9
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State of the market, plus tech supercycles, bond market positioning, risk management, and pre-trade checklist
blakebmillard.substack.com
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U.S. dollar strength, plus Instacart, drivers over different time horizons, and a guest spot with All Star Charts
The Sandbox Daily (9.18.2023)
Sep 19
•
Blake B. Millard
7
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U.S. dollar strength, plus Instacart, drivers over different time horizons, and a guest spot with All Star Charts
blakebmillard.substack.com
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Recession indicator reaches a record, plus year-end headwinds, moats, earnings revisions, and the week in review
The Sandbox Daily (9.15.2023)
Sep 16
•
Blake B. Millard
8
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Recession indicator reaches a record, plus year-end headwinds, moats, earnings revisions, and the week in review
blakebmillard.substack.com
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