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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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Daily Archives: May 31, 2012
Commodity prices likely to moderate over the next decade
Ruchir Sharma, Head of Emerging Markets & Global Macro, Morgan Stanley Investment Management says the massive commodities boom of the past decade is at its tail end, given the slowdown in one of the largest consumers, China. This clip makes … Continue reading
Vancouver Resource Conference this weekend
I will be heading west on Friday to lovely Vancouver for the annual World Resource Investment Conference. It is one of my favorite speaking venues each year with thousands of attendees, companies and analysts focused on the resource sector. I … Continue reading
Head and shoulders…. knees and toes?
Preparing for my talks out West this weekend, a couple of chart updates really stand out. This one suggesting a big head and shoulders pattern on the broad Canadian stock market. Source: Cory Venable, CMT, Venable Park Investment Counsel Inc. … Continue reading
