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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: October 23, 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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