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Cory’s Chart Corner
In both directions. h/t @LanceRoberts
Lance Roberts @LanceRobertsThis 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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Inflation retreating but shelter remains the problem
Canada’s January Consumer Price Index (CPI) report came in softer than expected at an annualized rate of 2.9%, down from 3.4% in December and 8.1% from the cycle peak in June 2022. This brings the CPI within the Bank of … Continue reading
Rosenberg: the economy is weaker than the narrative suggests
Economist David Rosenberg, founder and president of Rosenberg Research, shares his macroeconomic view of the economy and explains why he’s not throwing in the towel on his recession call. Here is a direct video link.
Grantham: Pollution, Population & Purpose
Thought-provoking, far-reaching discussion about things that matter in this segment. Worth a listen. On this episode, Nate is joined by co-founder of GMO Financial Holdings, Jeremy Grantham, to discuss how finance, human population, ecology, and pollution interact to shape current … Continue reading
