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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 round trip of higher oil prices
Promised cuts enabled OPEC to talk up oil prices over the past few months (intended to boost the value of their planned Aramaco IPO in 2018), but the downside is that higher prices encourage higher production and ultimately a round … Continue reading
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Shilling on inflation expectations, technology, productivity and the 35-year bond bull
Financial analysts who are diligent in their measurements, and independent (as opposed to those who are mandated to perpetually flog financial products), are able to recognize and anticipate financial trends, risks and opportunities. Mean reversion is the immutable law. The … Continue reading
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Rise of the machines: here to stay
Machines will continue to bring manufacturing closer to where the products are consumed, while also eroding human jobs and wages in these areas. Major deflationary force in the world. Number of robots in Amazon warehouses: 2016: 45,000 2015: 30K 2014: … Continue reading
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