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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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Monthly Archives: May 2014
NASDAQ hitting another 7 year itch in 2014?
The NASDAQ 100 composite is off about 3.5% since its most recent peak 3 months ago. The smooth of that average decline however, masks a rockier ride for many constituents that are down more than 20% since March. Since tech … Continue reading
More of the same Down Under
The Sydney Morning Herald runs with some interesting articles this morning on some key issues now pretty much ubiquitous worldwide: First, lax lending and excessive borrowing have pumped up housing prices in Australia to levels that are unaffordable and unsustainable. … Continue reading
Bond yields not running with equity bulls
For a couple of years off the bottom in 2009, bond yields believed the economic promise of growth buoyed by fiscal and monetary stimulus. But then in 2010, bond yields noted that global growth was declining once more and yields … Continue reading
