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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: October 2026
Home prices sliding into 2027
Most housing markets in Canada and the US are moribund, with few active buyers, unsold listings, and prices stalling/drifting down. A typical fallout when financial bubbles burst is for prices to mean-revert to pre-bubble levels. In the stock market, that … Continue reading
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TM: Rising bond yields are a good thing
Happy Canadian Thanksgiving to all. Rising bond yields are actually a good thing, says money manager Danielle Park. They finally offer savers a meaningful return. They clear malinvestment. And will bring down the prices of financial assets and housing to … Continue reading
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Yields/rates are the foundation of financial markets
As bond yields/interest rates rise, everything is ripe for repricing. The segment below examines different theories driving rising yields and why each signals elevated risk in financial markets. What’s next for the Treasury market? Jeff Gundlach, “The Bond King” himself, … Continue reading
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