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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
Economic and asset mean reversion cycle not in Trump’s favor
The below segment does a good job of pointing out that new Presidents inherit their economic cycle, they don’t create it. Trump is coming into power near a cyclical peak while Obama came into the seat near a cyclical low. … Continue reading
Commercial realty loan defaults booming
Remember how subprime mortgages packaged and sold as safe investments began to implode in 2007 and set off a domino cascade of financial loss around the world? The same actors and actions that were allowed to reload after the 2008 … Continue reading
Must read: The real (and shocking) story of Kevin O’Leary’s business career
Media personality, Kevin O’Leary hopes to jump on the populist wave and score political leadership in Canada. In doing so, he expounds on his self-proclaimed business success. He’s great a self-promotion to be sure. But voters would be best to … Continue reading
