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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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Daily Archives: October 27, 2026
AI bubble is already bursting
Excellent discussion in this segment. Those who are prepared and positioned in advance have much upside coming in this epic transition. Keith McCullough: The AI bubble is already bursting, and the worst may still be ahead. I spoke with Hedgeye … Continue reading
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