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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.
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Danielle on The Jay Martin Show
Author and Portfolio Manager of Venable Park Investment Counsel Danielle Park explains the main economic indicators she’s seeing that lead her to believe things aren’t as rosy as many mainstream financial commentators would have you believe. For Danielle, it’s a … Continue reading
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More and more hard data
Debt payments consume an impossible amount of household income, and the problem is global. Across ten large Canadian cities, mortgage payments alone are eating up about 59% of household earnings, based on mortgages amortized over 25 years. This is with … Continue reading
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Wall Street’s Soft-Landing Delusion and What Really Comes Next!
For those who like detail, Francois Trahan of Trahan Research offers a cogent macro assessment in his latest video update (1-hour run time): “Wall Street’s Soft-landing Delusion and What Really Comes Next!” You can watch it at this direct video … Continue reading
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