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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
EPB Macro: The real reason home prices are falling
Well explained, as usual. In this video, we discuss why most of the market was unable to predict the current 2023 housing crash and how this housing meltdown could continue to unfold into the rest of 2023. Here is a … Continue reading
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DiMartino-Booth on the economy’s masked collapse
Excellent data and cogent observations in this segment. Danielle DiMartino Boooth fom “Quill Intelligence” discusses the economy and what you can do to prepare for when the masked collapse happens. Here is a direct video link.
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Understanding bond yields and mortgage rates
As mentioned in the segment below, in America, more than 90% of mortgages are fixed for terms greater than ten years, and 95% of existing mortgages are at rates less than presently on offer. And yet, as shown below, since … Continue reading
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