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Cory’s Chart Corner
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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Monthly Archives: February 2015
Danielle’s weekly market update
Danielle was a guest today on Talk Digital Network with Jim Goddard, talking about recent developments in the world economy and markets. You can listen to an audio clip of the segment here. **Postscript correction: I incorrectly stated in this … Continue reading
Breaking news: consensus now forecasting lower oil
You have to chuckle at the consensus of financial commentators. The same crowd who confidently and incorrectly predicted rising inflation, rising commodities, falling US Treasury bonds and a falling US dollar are now busily morphing their forecasts on all these … Continue reading
Excessive retail space being bulldozed
Davidowitz & Associates Chairman Howard Davidowitz discussed his outlook for Wal-Mart and other North American retailers this morning on Bloomberg. The same Wal-Mart that this morning halved its fiscal year 2016 sales growth forecast to 1 and 2% from the … Continue reading
