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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.
Daily Archives: March 9, 2020
Not a time to panic nor freeze
As I explained in February, coronavirus is a catalyst not a cause of a much-deserved and synchronized repricing in global asset markets. If you thought rising corporate security prices the past couple of years were justified, but that recent declines … Continue reading
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The predictable lift and crash of high leverage
When it comes to rising profits and asset prices, financial leverage (credit) often looks genius on the way up, then reckless and financially suicidal as trends reverse. Highly levered companies, households and investors have less ability to ride out income … Continue reading
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Gundlach on corporate cash crunch, COVID-19, Fed and next moves
Discussions that last more than 5 minutes are rare on mainstream financial media. Gundlach offers several lucid observations in this unusually long 27-minute clip. CNBC’s “Halftime Report” team is joined by Jeffrey Gundlach, CEO and co-founder of Doubleline, to discuss … Continue reading
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