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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.
Monthly Archives: March 2021
Dimartino-Booth on inflation expectations and save havens
Worthwhile discussion. Join Ted Oakley’s interview with Danielle Dimartino Booth as they discuss the effects that central bank policy is having on stocks, interest rates, housing, and more. Here is a direct video link.
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Remember: inflationary forecasts are needed for financial product sales
Being a risk-conscious financial manager has rarely, if ever, been as difficult as today. So long as recklessness reigns supreme, historical perspective, valuation discipline and patience remain the most undervalued commodities. This, too, shall pass. In the meantime, those of … Continue reading
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Rosenberg: Canada’s home prices remind of US 2005-2006 bubble
Mean reversion is a historic constant…delayed but never avoided. Good summary here. David Rosenberg, chief economist and strategist at Rosenberg Research, joins BNN Bloomberg to provide his thoughts on the bubble forming in the housing market. He says that we … Continue reading
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