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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
Private equity more boondoggle than brilliance
I’ve frequently spoken and written about leverage-on-leverage contagion risks from the private equity and credit markets with feedback loops to real estate. Some of the articles are here. As interest rates slumped in the decade leading up to 2022, this … Continue reading
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A little Carol to start the day
Financial markets are having another nervous breakdown and US first quarter GDP missed at 1.6% annualized (1st guess vs. 2.5% expected). We could all use some levity. Let’s start with a little Carol Burnett. Carol talks about Jimmy hosting the … Continue reading
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Plastic recycling is a myth: Here’s how we fix that
Understanding the truth about plastic is key to finding solutions. Globally, only 9% of plastic is ever recycled, and even that tiny amount requires some virgin plastic to maintain quality. But scientists have discovered a new way to address this … Continue reading
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