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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: September 2017
Most elevated global assets prices ever in history–what’s your move?
Deutsche Bank strategists are out with a new report stating the obvious: “We’re in a period of very elevated global asset prices – possibly the most elevated in aggregate through history” and there are “a number of areas of the … Continue reading
Fed’s QT on deck: what’s the plan?
Nine long years of continual monetary injections and we have risk markets and their cheerleaders with a perspective-blurring addiction of unprecedented scope and scale. This chart from Lance Roberts captures a relative glimpse of the length and size of the … Continue reading
New record: Electric bus goes 1,101 miles on a single charge
US-based electric bus manufacturer Proterra upgraded its 40-foot Catalyst E2, now called ‘Catalyst E2′, with a massive 660 kWh battery pack and brought it to the track at the Navistar Proving Grounds in New Carlisle, Indiana, to test it on September … Continue reading
