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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
Graphic of religions advancing around the globe
Reminds of watching viruses spread. Fascinating visual. Hinduism, Buddhism, Christianity, Judaism, and Islam are five of the biggest religions in the world. Over the last few thousand years, these religious groups have shaped the course of history and had a … Continue reading
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West Australia: a cautionary tale for Canada and beyond
After the debt-fueled commodity boom: cash flows recede, asset values drop, only the debts remain. Property prices in WA have fallen while unemployment and cost of living expenses are high. It’s a perfect storm for those who invested at the … Continue reading
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Canada: under-saved, undiversified and unprepared for mean reversion
Canada enjoyed elevated cash flow during the late, great, global commodity boom 2002-2011. That was then. Cash flow is cyclical, and that cycle is over. Unfortunately, Canada is unprepared for the secular mean reversion that follows secular booms. Thanks to … Continue reading
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