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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.
Monthly Archives: July 2014
Kaboom: the downside of epic leverage
When happy go lucky CNBC personalities start bantering about the risk, you know the suicidal leverage and anemic trading volumes must be outright freakish… Big moves in a handful of stocks provided traders with a worrying signal—an “ultra-high” level of … Continue reading
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The end of QE commeth…
In the Federal Open Market Committee’s June meeting, the Fed decided that it would likely look to end its asset purchasing program (known as quantitative easing, or QE) with a $15 billion reduction in monthly purchases in October, according to … Continue reading
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Highest quality bonds quietly in demand
As unshorn sheep run blind with speculative shepherds, US treasuries are continuing to float quietly higher on a steady in-flow of investment capital focused on preservation now and coming opportunities ahead…Today back flirting with a 2.50% yield, the 2.30 to … Continue reading
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