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Cory’s Chart Corner
In both directions. h/t @LanceRoberts
This 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.
Monthly Archives: June 2016
Brexit: excuse-du-jour for overvalued assets
The S&P 500 is breaking below 2000 this morning for the first time since it bounced last March. The excuse-du-jour is Brexit. The reality is obscene overvaluations and record leverage, are always a train wreck waiting to happen. It’s just … Continue reading
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El Erian: ‘levered accounts will have to cover’
Mohamed El-Erian, Allianz chief economic advisor, shares perspective on the Brexit vote and what investors should be watching in the wake of the UK referendum. “There will be opportunity for those with cash.” Here is a direct video link. “Is … Continue reading
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Danielle’s weekly market update
Danielle was a guest today with Jim Goddard on Talk Digital Network, talking about recent developments in the world economy and markets from the Canadian housing market to fiduciary standards in advising, Brexit and pension math. Here is a direct … Continue reading
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