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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.
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Mind those “defensive” equities
Danielle DB does a good job of summarizing the latest data, suggesting that a US recession is nigh and corporate revenues and employment are set for a drubbing. From the NYSE site, Caroline Woods and Danielle DiMartino Booth discuss the … Continue reading
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Canada feeling the burn of high debt and weakening employment
The Nanos Pocketbook Index, a component of the broader Bloomberg Nanos Canadian Confidence Index and a measure of how Canadians perceive their personal finances and job security, fell to 50 last week, the same level as the pandemic low in … Continue reading
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Rethinkx: simultaneous mass disruptions now unfolding
In the fifteen years between 1907 and 1922, horses went from providing 95% of all private vehicle miles travelled on American roads to less than 20% (see chart below). But since cars travel a far greater distance per year than … Continue reading
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