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.
Daily Archives: April 6, 2020
Bear market bounce (aka short-covering and sucker’s rally)
A lot of shorts getting covered today across most risk assets and yields and this has driven yet another dramatic rebound day. These are expected given the rapid price declines between Feb 19 and March 23. On March 31st, my … Continue reading
Posted in Main Page
Comments Off on Bear market bounce (aka short-covering and sucker’s rally)
Debt free in 30: Frozen Real Estate, Cancelled HELOCs and Recession
Coronavirus is a catalyst for the overdue implosion of Canada’s world-famous debt and real estate bubble. Debt, Frozen Real Estate, Cancelled HELOCs, and a Guaranteed Recession with Ben Rabidoux – He has many new predictions, including: Lenders will, very soon, … Continue reading
Posted in Main Page
Comments Off on Debt free in 30: Frozen Real Estate, Cancelled HELOCs and Recession
Today’s subprime crisis: leveraged loans
Highly levered and priced for perfection is always a train wreck waiting to happen. This podcast gives a taste of the debt dominoes that coronavirus has set in motion. Companies have taken on more and more of a particular type … Continue reading
Posted in Main Page
Comments Off on Today’s subprime crisis: leveraged loans
