The roller coaster footage is quite effective.
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Lance Roberts @LanceRobertsThis is really pretty incredible.
US household holdings of equities and mutual funds reached a record 278% of disposable personal income in the second quarter of 2026, up from just 29% in 1982, amplifying the stock market’s influence on consumer spending and economic activity._________________________
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Glad to see you back. Caught you on BNN. Any chance you could expand on your favourite ETF's at the moment? Where you think things are going etc.
S, really I have no idea whether this is a interim rally that will break down again later, or the start of a slow build back to recovery. We are participating with some of our capital until the trend breaks either way. I mentioned the sectors we were seeing strength in were Cdn banks, and Cdn reits, US tech and the S&P, and the broad Cdn Index.