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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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Daily Archives: September 8, 2026
Mean reversion unveils the truth about asset prices and bubble behaviour
In my neighbourhood, 1 hour north of Toronto, several homes in the 1m+ price range have been for sale for over a year with no takers, even though asking prices have been reduced by more than 30% to date. Affordability … Continue reading
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