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Cory’s Chart Corner
In both directions. h/t @LanceRoberts
This 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.
Daily Archives: November 1, 2011
Mike Mayo one of the few useful analysts
I spoke about analyst Mike Mayo in my book Juggling Dynamite as being one of the few independent useful analysts on Wall Street. He has been repeatedly ostracized by management and his peers for honest calls that do not play … Continue reading
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The instability of inequality
Good macro overview from Nouriel Roubini on the growing trend toward civil unrest in the world. See: The instability of inequality. “Any economic model that does not properly address inequality will eventually face a crisis of legitimacy. Unless the relative … Continue reading
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