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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
Mind the pause
Last night a debt-ceiling bill passed in the US House of Representatives and is expected to clear the Senate within the next day or two. Unsurprising, they have passed over 100 of these increases in the last 80 years. More … Continue reading
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Negative-carry rentals typical in the GTA
In 2020, Greater Toronto Area condo investors who bought a unit with a mortgage cleared $63 a month in net rent, on average (before any needed repairs). In 2022, they lost $223. Fourteen percent of condo owners lost $1,000 or … Continue reading
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AI excitement distracting some from ongoing bear market
David Rosenberg, Rosenberg Research founder and president, joins ‘Fast Money’ to discuss why he thinks the A.I. boom is distracting investors from recession risks. Here is a direct video link.
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