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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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EPB Macro Cyclical Update
EPB Macro’s February cyclical update is now available (paid subscription sign-up is here) Eric has kindly allowed me to share a free video link to this month’s report with JD readers. Very well done, as usual; worth the consumption time.
Innovating for smarter energy and transportation
Humans can be so bright and innovative when they try to be…thankfully, many people are. Renewable rooftop power will play a vital role in the decentralised community grid systems of the future. Getting every ounce of power out of available … Continue reading
Rosenberg: the pending recession
This segment offers another worthwhile macro overview. High-risk warning on the defence and gold mining stock “trade ideas,” as Dave says, only “for those with ice in their veins.” Word to the wise. “There’s not a snowball’s chance in hell … Continue reading
