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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
Reviewing private equity “roll ups” in the health care space
The late, great zero interest rate era enabled the levered expansion of private equity (PE) firms, “rolling up” all manner of assets, including private businesses and professional practices. In areas like health care, where fiduciary duty is paramount, the profit-maximizing … Continue reading
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Bear market in 2024-but bonds have more fun
Facts and analysis without the product-pumping sell-side spin–rare and valuable. The overview in this segment is worth a listen. The world has watched intently as the world’s most influential central bank, the Federal Reserve, has implemented the most aggressive interest … Continue reading
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Danielle on the CBC Weekend Business Panel
Danielle was a guest on the CBC Weekend Business Panel. You can see a video clip of the segment here. https://cbchls.akamaized.net/delivery/news/2023/11/18/Saturday-Biz-Panel-21-09-19/Saturday-Biz-Panel_5000kbps.mp4
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