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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: July 23, 2012
Teeter totter tilting
As the Euro falls below 1.21 versus the greenback this morning, the US dollar index moves toward a new cycle high at 84. Oil, gold and everything else considered a “risk trade” are down hard while the US 10-year Treasury … Continue reading
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