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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
Reinventing finance–the time is now
Critical to setting the world on a more stable and viable financial foundation is a break up of the existing finance cartel which has enriched itself at the expense of everything else over the last 30 years. Some key reforms … Continue reading
Global demand downturn
The consensus that was supremely confident and risk-oblivious when valuations were outrageous, is starting to become concerned and gradually terrified as prices re-couple down to economic reality. This is the usual emotional swing that transpires each market cycle but particularly … Continue reading
Hold how long?
As mainstream financial firms and advisers urge everyone to hold and hope as prices plunge, the question each client should be asking them is, “For how long? How long will it take to recover my losses?” The secular bear that … Continue reading
