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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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Daily Archives: August 14, 2015
Canada’s problem with Mexico
CitiFX Global Head of G-10 Currency Strategy Steven Englander discusses Mexico’s non-oil exports becoming competition for Canada. Here is a direct video link.
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Shilling: oil deflation likely to run much longer
Gary Shilling, president of A. Gary Shilling & Co., talks about the outlook for the oil market and Federal Reserve policy. Here is a direct video link. And btw…interesting to note, past similarly sharp declines in the price of oil … Continue reading
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