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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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Protracted hangover for real estate investors and lenders
The seemingly endless party of growth in real estate supported by ever-cheaper finance has reached an end, with a protracted hangover now ahead. This has broad implications for the many sectors that feed off real estate and is why realty-led … Continue reading
Worst is yet to come for stocks
Some lucid assessments in this segment. When the road ahead is uncertain, there’s no wiser choice than to listen to those with experience – who have seen enough market cycles to judge what’s most likely to happen next. Today we’re … Continue reading
Danielle’s biweekly market update
Danielle was a guest with Jim Goddard on Talk Digital Network, talking about recent developments in the world economy and markets. Here is a direct audio link. As fund managers massage portfolio dressing into quarter end today, it’s another good … Continue reading
