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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
Cautionary tale in Venezuela’s demise: after the debt-fueled oil rush
Political and economic crisis have erupted in what was once Latin America’s richest country. Daily protests and an increasingly authoritarian leader threaten to transform Venezuela into a failed state. Here is a direct video link.
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The math of paying too much
This past spring Canadian realty prices leapt to a fevered peak that was far beyond historical norms of affordability or investment valuations in many areas. Since then prices have weakened pretty much all over and many are in shock. See: … Continue reading
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Epic default cycle accelerating in China
Former Fitch credit analyst Charlene Chu was one of the first to warn of rising risks in China’s shadow banking system. Chinese banks have been concealing risky credit in ‘off balance sheet vehicles’ (same accounting tricks that bankrupted Enron and … Continue reading
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