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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: November 29, 2022
Cyclical foresight and patience pay
After 12 years of ultra-low interest rates, generous government support, and unprecedented liquidity injections from central banks, the global real estate market is in the midst of a much-deserved contraction cycle. As the Financial Times put it this month, The … Continue reading
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