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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.
Category Archives: Main Page
Danielle on The Financial Survival Network
Danielle was a guest with Kerry Lutz on The Financial Survival Network, talking about recent developments in the world economy and markets. You can listen to an audio clip of the segment here.
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Hunt explains how Fed monetary policy has destabilized the economy
Dr. Lacy Hunt’s Hoisington Quarterly Review has been one of my must-reads for years. In this rare video interview, he explains how Quantitative Easing has undermined economic growth and financial stability while increasing downside risk in asset markets. Here is … Continue reading
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Reaching for yield is time-worn path to losses
This chart shows one of the most historically useful valuation gauges for equities–market capitalization to gross national product (inverted scale in blue) since 1954, along with subsequent 10-year investment returns from each point (in red). What we can see is … Continue reading
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