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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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It pays to be big-picture aware and disciplined
Three-quarters of NASDAQ companies have reported Q1 2023 earnings thus far, and the aggregate year-over-year EPS decline is 10.2%. After rebounding 17% year to date, the NASDAQ remains -23.4% from its peak in November 2021, and the average individual brokerage … Continue reading
DiMartino Booth on the Fed’s financial demolition
Danielle DiMartino Booth, CEO and chief strategist at QI Research, returns to Forward Guidance to share her thoughts on May 3rd’s Federal Reserve’s meeting of the Federal Open Market Committee (FOMC) as well as the ongoing issues at several regional … 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. You can listen to an audio link of the segment here. Though Chair Powell said he expects they will … Continue reading
