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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: June 2022
Danielle’s 10 Timeless Truths on effective allocation decisions
President and Portfolio Manager at Venable Park Investment Counsel, Danielle Park takes the stage at the 2022 VRIC to lay out ten timeless truths that all investors should ponder when deciding where to allocate capital.Here is a direct video link.
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Recessions squash inflation and risk assets
Amid the highest inflation readings in decades (a backward-looking lagging indicator) and talk of central bank tightening through 2023, it’s worth noting that Treasury inflation-protected securities have fallen 12% since last summer. The TIPS ETF price (below since July 2019) … Continue reading
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Forward Guidance: recession risks are high
Eric Basmajian is a clear-eyed independent looking to anticipate complete business cycles, making for rare, helpful economic insight. Is a recession imminent? What will the impact be on asset prices – and to what degree would it cause the Federal … Continue reading
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