Follow
_________________________
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: October 2019
Spread of renewables and storage faster and cheaper than predicted
As indebted, aging consumers naturally pull in consumption and look for ways to lower living expenses (see The American Consumer needs some help), GDP and job growth is booming in the renewable energy sector. Importantly, a report by the International … Continue reading
Posted in Main Page
Comments Off on Spread of renewables and storage faster and cheaper than predicted
Shilling’s cycle update, and some observations on ‘average’ loss cycles
Gary Shilling, president of A. Gary Shilling & Company, explains why he thinks we’re close to a global recession and investors should start to short the S&P 500. Here is a direct video link. Good economic overview in this segment. … Continue reading
Posted in Main Page
Comments Off on Shilling’s cycle update, and some observations on ‘average’ loss cycles
IMF cuts global growth outlook to lowest since financial crisis, urges green investment
The International Monetary Fund now predicts that 2019 growth is likely to be just 3%, the same as in the onset of the 2008 recession. This compares with 5.6% at the 2007 cycle peak, and -0.1% in the 2009 recession … Continue reading
Posted in Main Page
Comments Off on IMF cuts global growth outlook to lowest since financial crisis, urges green investment
