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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: February 2023
Consumers getting walloped
Good updates in this segment on larger trends in inflation, employment and consumption. Consumer Prices Accelerated in Jan, but Annual Growth Slowed. Here is a direct video link. Meanwhile, as shown below, half of Americans recently surveyed report that their … Continue reading
The week in charts
Charlie Bilello’s weekly charts and themes is worthwhile. Here is a direct video link. Thumbnails are as follows: 00:00 Intro 00:16 A Screeching Halt (Tech Growth Slowdown) 08:28 The Lowest Unemployment Rate Since 1969 13:23: Does the Fed Really Want … Continue reading
Battery innovation is booming
Innovative, hard-working people worldwide are focused on ever more efficient, low-cost energy storage, and human ingenuity is winning. NEW Sodium, Aluminum battery is 15X cheaper than sodium or lithium. Here is a direct video link.
