Follow
_________________________
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
Equity outflows as layoffs rise and baby boomers draw down savings
Looking beneath the glossy marketing of investment products and their promoters is essential to managing our savings prudently. In the discussion below, Mike Green explains the nuts and bolts of the current long-always system and how it threatens financial strength … Continue reading
Posted in Main Page
Comments Off on Equity outflows as layoffs rise and baby boomers draw down savings
Markets not priced for downturn in real estate
Historically, downcycles in real estate have led to the harshest economic downturns. This cycle is global and highly interconnected. Charlie Bobrinskoy, Ariel Investments vice chair and head of the investment group, joins ‘The Exchange’ to discuss the ripple effects of … Continue reading
Posted in Main Page
Comments Off on Markets not priced for downturn in real estate
Chinese capital retreating from foreign realty markets
Thirteen years of ‘easy money’ spurred debt complacency and a global credit boom that inflated asset prices, particularly real estate, worldwide. Now, higher rates are triggering the great unwind in a dash to reduce overhead and raise cash everywhere, all … Continue reading
Posted in Main Page
Comments Off on Chinese capital retreating from foreign realty markets
