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In both directions. h/t @LanceRoberts
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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“An explosive critique about the investment industry: provocative and well worth reading.”
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Monthly Archives: September 2011
Michael Burry on the financial crisis
As the under-the radar-math-focused guy who made billions shorting the US mortgage market, Michael Burry offers an insightful summary of the history of the housing bubble, how he saw the bust coming, how he profited and why most of those … Continue reading
MoneyShow keynote now available
The 45 minute talk I gave at the Money Show in Toronto last Friday, “The Global Leverage Boom Goes Bust: Protecting and Prospering Through the Great Unwind, is now available on line for viewing here on the Money Show web … Continue reading
Toronto Resource Investment Conference this week
This week on Thursday (at 11am) and Friday (at 10am and 5:30pm) I will be speaking at the Cambridge House Toronto Resource Investment Conference at the Sheraton Centre Downtown. You can register to attend for free in advance on their … Continue reading
