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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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Monthly Archives: April 2015
Nepotism between policymakers and corporations costing us greatly
The rise of extreme income disparity over the past 20 years may be misunderstood without historical context. In 2016, the combined wealth of the richest 1% of the world’s population is on track to overtake that of the other 99%. That’s … Continue reading
Weak US dollar, strong oil?
Today the US dollar and Treasuries continue to sell off as if the Fed is going to announce some grand new ‘stimulus’ plan. In response commodities and the loonie have been attracting inflows once more. There are reasons to suspect … Continue reading
The impossible race with HFT robots
For those ‘playing’ the market and feeling confident they will be able to exit ahead of the insanely levered, mongrel horde surfing the wave with you…a little reality check via the Twitter trade today. A few HFT firms were leaked … Continue reading
