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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: October 2015
Understanding the weight of today’s epic global credit bubble
Marc Faber, publisher of the “Gloom, Boom and Doom” Report, examines China’s economic slowdown and what he sees as an “epic” credit bubble in the nation. Here is a direct video link. For more important insight on the weight of … Continue reading
Million dollar shacks and ‘ghost houses’, progress?
Rock bottom rates, asset bubbles and capital fleeing Asia, we have seen this movie before. Prices at a “permanently high plateau” anyone? Our family has been priced out! Has the Bay Area gone crazy? Real estate prices have doubled in … Continue reading
Energy-based investment products evaporating capital
This story has all the usual cast of characters: clients looking for unreasonably high yields from their savings, brokers making big commissions pedaling reckless risk and levered bets, followed by predictable devastating capital loss, shattered dreams and lawsuits…Rinse and repeat. … Continue reading
