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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: January 2016
Inevitable steps to energy self-sufficiency
As we mentioned here yesterday, finding ways to go off grid and become energy self-sufficient is a growing passion among thinking people, and for every good reason. Clean, cheap, sustainable, passive energy is ours for the harnessing. And though traditional … Continue reading
Time to admit monetary Emperors naked
Day after day, even the most polite company–even those who like to play along with the establishment–are having to admit what is glaringly obvious: the world’s QE Emperors are naked. This piece from the ECRI is the latest: Grand experiments … Continue reading
Sales and profit trends reveal hideous S&P 500
An aging and indebted world spending less, and a soaring greenback, have taken both boots to multinational sales and earnings trends since 2011. While stock prices always recognize such realities eventually, this cycle central banks have managed to inspire an … Continue reading
