Gary Shilling, president at A. Gary Shilling & Co., and Chris Verrone of Strategas Research Partners, discuss the failures of central bank monetary policy, global currencies devaluing against the U.S. dollar, and the strengthening of the Japanese yen. Here is a direct video link.
Gary Shilling, president at A. Gary Shilling & Co., and Chris Verrone of Strategas Research Partners, examine the mining industry following BHP Billiton reporting that first-half profits tumbled 92 percent. Here is a direct video link.
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Cory’s Chart Corner
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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