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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: August 2015
Sharing economy comes to farming
After the credit-rush, people everywhere are adjusting to the reality of less free cash flow. Some 90% of North American households are today servicing about twice as much debt on the same level of income as they earned 25 years … Continue reading
Central banks are the master of financial disaster
Another big swing day in global markets as HFT traders go wild and the media hangs on every syllable of central bank speak. The global sell off to date has been vicious and abrupt and as usual, has knocked most … Continue reading
Commodity countries: boom to bust
As the China miracle continues to mean-revert what many in the world had misconceived as insatiable demand, sober insights on the commodities/credit boom now busting in Australia offers similar warnings for Canada and other commodity centric nations. See: First the … Continue reading
