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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
Some good big picture on the Canadian realty cycle
For some reason Huffington Post does not provide embed codes for its videos, so I can’t post them here directly on JD, but they have done a few excellent big picture reports on the history of Canadian home prices. This … Continue reading
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Oil sector misleading investors on future growth forecasts
A new report Forecasting Failure: why investors should treat oil company forecasts with caution, looks at the way in which flawed forecasts from oil companies continue to mislead investors on future growth prospects. Charlie Kronick is the Senior Programme Advisor … Continue reading
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Globalization now in third secular retreat since late 1800
A good historical overview of the retreat in globalization now sweeping the world can be found in Whatever Happened to Free Trade? Globalization is a secular cycle, now in its third mean reversion since the late 1800’s as charted below. … Continue reading
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