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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: March 2022
Canada’s unaffordable housing comes with long-term financial drag
The price of the average Canadian home hit $816,720 in February, its highest level on record (Canadian Real Estate Association). The $816,720 average selling price is up 20 percent compared to last year’s level. In the most populated areas of … Continue reading
High gas prices accelerate energy evolution
Just as employers are stepping up return to office mandates, gasoline prices are the highest in eleven years. Consumer pain is a valuable behavioural catalyst. Half of the Canadian respondents to a recent Leger poll survey said they were now … Continue reading
The Great Disruption: Energy, Transportation, Food & Agriculture
Failure to understand the S-curve adoption of disruptive technologies is a common blind spot. Tony Seba explains the forces shaping the world in this August 2021 virtual update. Virtual presentation to the Council of State Governments on the occasion of … Continue reading
