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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: September 2016
Decarbonization is the next big (good) growth boom for the world
Great article from Jeffrey Sachs this week reminds us of the generational, efficient, productive, investment opportunities in things that matter, which are now unfolding all around us in the real world. Deep-decarbonization is the next great boom to spread sustainable … Continue reading
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Global liquidity crunch spreading amid mean reverting demand and trade
Excessive leverage 2005-2015 brought forward years of what would have been future demand and booked it as sales in the present, now the future has arrived and the world economy is slumping into the demand pothole this behavior left for … Continue reading
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Deutsche banking on another rescue
As we have written earlier, Deutsche Bank is a canary in the ongoing global financial crisis. Its culture and management have blown up a $2 trillion balance sheet with reckless risk taking, illegal activities and suicidal-leverage. Now they are blaming … Continue reading
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