Sitemap - 2024 - The Sandbox Daily
Stock's pullback, plus bitcoin and Facebook's island reversal
Wage growth vs. investment growth, plus America's reliance on China and Ferrari's profitability
Safe-haven assets, plus staggering losses for bonds, Fed's balance sheet, and finance/tech jobs
Perspective on the 5-month rally, plus rate cuts, tax brackets, and market benchmarks
Fast food inflation, plus residential mortgages, tax refunds, and investor sentiment
Small caps, plus auto insurance, U.S. oil output, labor market, and China's economy
Rising geopolitical tensions, plus Retail Sales and bitcoin volatility
Investing at all-time highs, and 🧁 weekend sprinkles 🧁
Earnings season is here !!!, plus bitcoin halving and central bank historical precedence
Gold on the move, plus SPX valuation edging higher, credit spreads, and global manufacturing
Market correction catalysts, plus U.S. immigration and the budget deficit
All-time highs in the stock market, plus the momentum factor and cocoa prices
Buffett stock valuation indicator, plus April seasonality favors stocks and 🧁 weekend sprinkles 🧁
IPO landscape, plus downside protection, risky borrowers, and the 2020s=1920s ??
Labor market breadth, plus AI infrastructure, market internals, and aligning financial priorities
Notice to The Sandbox Daily subscribers
February jobs report, plus market concentration and weekend sprinkles (a new TSD feature)
Why I remain constructive on markets here at all-time highs
Fed's preferred inflation measure, plus insider selling and the 60/40 portfolio
Bitcoin pops off, plus immigration labor force trends and Fidelity's retirement analysis
Great Retirement boom, plus Dow Jones index changes, SPR, Softbank, and private companies
Bitcoin volatility regimes, plus CHIPS/IRA capex, equity allocations, and Retail Sales
Inflation's bumpy ride to 2%, plus bankruptcies, forward P/E at 20x, and credit standards
3 key investors principles to consider
Pace of rate cuts, plus market divergences and Morgan Housel
Voting with your wallet, plus time affluence, small-caps BTN, and a crazy Tech stat
U.S. household debt by the numbers, plus Mag 7, cash balances, and European earnings
Consumer confidence, plus Apple and a key lending survey
Economic surprises, plus outstanding debt composition, oil production, and ETF investor data
Reasons to support the bull case
U.S. economic growth defies recession calls, plus small business boom and shell companies
Stocks and rate cuts, plus pricing risk, cost of timing the market, and a 7% yield
Investing at all-time highs, plus Lump Sum vs. DCA annnnnd Bitcoin's rough start
Chinese stocks pounded, plus stock-bond correlation and leading economic indicators
Red Sea crisis, plus the trouble with small-caps and an update on the consumer
Commercial bankruptcies, plus Bitcoin inflows surge, manufacturing, and the unemployment rate
America's final inflation report for 2023, plus business travel and low volatility regimes
Recent wealth gains, plus QT and mortgages, Bitcoin, and 10-yr US Treasury
December jobs report, plus Venture Capital and 4th quarter earnings preview
Happy New Year and the technical backdrop supporting equities in 2024