I will be in New York on Sunday to Wednesday next week for some meetings and media and to speak at the Hard Assets New York investment conference at the Marriott Marquis in the heart of Times Square. Things kick off bright and early at this show. My presentation is Tues morning 7:40 to 8:20 am. You can see more about the agenda and speakers here.
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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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40 minutes. Should be good. Hopefully we’ll get a video, or at least an audio. Good luck and have fun.