Follow
_________________________
Cory’s Chart Corner
Load More
Wildly asymmetric and unsustainable.
BREAKING: The wealthiest 1% of US earners now own 50.1% of US equity and mutual fund holdings.
To put this into perspective, their ownership stood at 40.1% in 1990 and 39.6% in 2001.
At the same time, the next 9% wealthiest households own 37.3%, and the middle 40% own just
Author Archives: Danielle Park
Financial sobriety is a rare superpower over time
Speculative trading indicators measure froth in financial markets and indicate when speculators—rather than fundamental investors—are dominating market behavior. As shown below, since 1995, the rebound in speculative measures over the past three months has been one of the sharpest on … Continue reading
Posted in Main Page
Comments Off on Financial sobriety is a rare superpower over time
Hoisington Q2 2025 Review and Outlook
Hoisington Management’s 2025 Second Quarter Review and Outlook is available here. At his June 18 press conference, Federal Reserve Chairman Jerome Powell referred to tariffs as inflationary. Hoisington points out that this is only the first-round effect: Second, third, and … Continue reading
Posted in Main Page
Comments Off on Hoisington Q2 2025 Review and Outlook
Green: high-quality bonds offer rare value, while equities overpriced and speculative
Worth a listen to this one. Michael Green warns that passive investing has quietly turned markets into a self-reinforcing bubble (Ponzi-like in nature) and reveals why bonds now offer once-in-a-generation returns. Here is a direct video link.
Posted in Main Page
Comments Off on Green: high-quality bonds offer rare value, while equities overpriced and speculative
