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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
The long mistreatment of the working class
GMO’s 4th quarter letter is now available here on line, and should be read. Both essays are worthwhile, but Jeremy Grantham’s contribution, The Road to Trumpsville: The long, long mistreatment of the American working class is extremely relevant and insightful … Continue reading
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Rolling Stone: The radical crusade of Mike Pence
A detailed review of some Pence history here: The radical crusade of Mike Pence. During the campaign, Pence said he and Trump were actually very much alike: They both liked to pray, and Trump claimed to be a good Christian. … Continue reading
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Capital deficits for the masses driving political upheaval
Just came upon this discussion and thought it worthwhile, especially the comments about pension targets, investment returns and political fall out. Underfunded government pensions to the tune of $1.3 trillion, with a gap that just can’t be filled, is the … Continue reading
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