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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
Self-inflicted recession in motion
This segment includes an articulate explanation of the yield curve inversion and its implications. I would add: it’s not just ‘normalizing’ interest rates that has sparked cardiac arrest through the economy, it’s the years of excessive credit creation that preceded … Continue reading
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For sale inventory on the rise
The four Ds drive real estate listings: death, divorce, default, and discretionary. The first three tend to trigger regardless of market conditions. ‘Discretionary’ and default listings tend to rise with interest rates– both are escalating now. Ted Oakley discusses real … Continue reading
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Lube that greases world economy reflects global downturn
US lubricant consumption has fallen to the lowest level in at least 42 years, according to Bloomberg Opinion calculations based on data from the Energy Information Administration and reflects a cyclical slowdown globally. See The Lube that Greases the World … Continue reading
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