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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: February 2017
Slogan should be: Make government reps fiduciaries again!
One thing for sure, if the American people are counting on Trumpco to police itself against conflicts of interest, they will be sucked dry by them. Apparently Mr Trump wouldn’t know a conflict of interest if it bit him on … Continue reading
Baby Boomers: the most destructive generation
For many years now, I have been pointing out that generally, Baby Boomers have been inept, short-sighted, undisciplined and irresponsible planners and financial managers. This article, while a little tongue in check, pulls no punches on the subject: The one … Continue reading
Trump-flation hopes naive?
Worthwhile discussion. Sri-Kumar is a rare species on business television: an independent analyst, not paid to flog risk assets to the public. Always refreshing. Komal Sri-Kumar, founder and president at Sri-Kumar Global Strategies, explains why he doesn’t see the U.S. … Continue reading
