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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
Good watch: Boom, Bust, Boom
Caught this 2015 documentary co-directed by Monty Python’s Terry Jones on Netflix yesterday. An interesting cast of characters woven through with entertaining art and humor; it offers valuable perspective on the history of human behavior and policies in driving regularly … Continue reading
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Job number one: drain the Trump swamp
It’s ironic, and should be unacceptable to the American people, that their new President-elect–who ran on promises to drain government of self-dealing and conflicts of interest–comes in as the most financially conflicted President in history. Trump owns stock in some … Continue reading
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Secular perspective on US retail and REITs
Howard Davidowitz, chairman at Davidowitz & Associates, and Don Rissmiller, chief economist at Strategas, examine the state of retail on Black Friday and runs down the winners and losers in the retail sector. Here is a direct video link. By … Continue reading
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