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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 2018
Worthwhile read: Headwinds of Opportunity
Thanks to author Tim Lindsey for sending me a copy of his new book Headwinds of Opportunity. A Compass for Sustainable Innovation. Not only is the book full of valuable stats and up to date information on resource utilization, waste, … Continue reading
Prins: ‘The Emperor has no rules’
Nomi Prins has penned a worthwhile summary of current policies, perpetrators and the financial costs mounting in How to set the economy on fire: Trump’s financial arsonists. Of course, the self-serving financial cartel has been the status quo running us … Continue reading
Ten-year yield cycles since 1993
Further to my recent article ‘Bond bear due for hibernation in 2018?’, my partner Cory Venable has prepared this insightful chart of 10-year US Treasury yield cycles since 1993. While the overall trend has been lower (solid purple line) throughout, … Continue reading
