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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: May 2017
REIT retreat cycle likely to continue
On an ex-dividend basis, the Canadian Real Estate Investment Trust Index (XRE) is today some 9% lower than its prior cycle peaks in both March 2007 and April 2013, and has fallen 3% since the Home Capital meltdown intensified last … Continue reading
The future of transportation and the death of big oil and big auto
The future is so much more efficient than current systems, and for a world population moving to 8 billion and beyond, this evolution is coming just-in-time. A new, must read, report from energy entrepreneur and teacher Tony Seba lays out … Continue reading
Time to reboot the economy into the virtuous cycle
Good little primer on why we need to get back to saving and investment rather than borrowing to consume and throwing capital at reckless bets in financial markets. A short animated piece on the benefits of savings and investments. Here … Continue reading
