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Cory’s Chart Corner
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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Category Archives: Main Page
Soothing sounds and deep sleeps
A year ago we downloaded a free app that plays nature soundtracks on a timed loop. The one I use is called White Noise. It changed my life. I used to have difficulty falling asleep and would wake several times … Continue reading
Bulls come and go, valuations remain prescient
The simple, ego-free, mathematical valuation measurements that have had a near perfect 97% correlation in predicting actual investment returns over subsequent 7 to 12 year periods (such as forward operating price to earnings multiples, Shiller CAPE, price to cash flow, … Continue reading
Ted: Intuitive Artificial Intelligence
Twenty years ago most of us began signing into the world wide web for the first time via dial up connections. Compounding innovation over the next twenty years, is certain to bring change and solutions that most can’t imagine today. … Continue reading
