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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: August 2023
Tumbling property prices bring opportunity
In the second quarter of 2023, distressed commercial real estate volume grew by $8 billion–the largest quarterly increase since the second quarter of 2020. The WSJ reports that Wall Street firms are raising new funds to acquire office buildings, apartments … Continue reading
Electrification improves health inside and out
In the interests of healthful longevity, swapping out gas fireplaces, stoves, dryers, and furnaces for electric appliances and heat pumps is an essential next step to reduce greenhouse gases and improve air quality. The billions in government subsidies flowing to … Continue reading
Michael Green: global recession approaching
There are many lucid observations in this segment. Worth a listen. On this episode of the WTFinance podcast, I have the pleasure of speaking with Michael Green – Chief Strategist at Simplify Asset Management. Here is a direct video link. … Continue reading
