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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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Category Archives: Main Page
The death and rebirth of rotorcraft commuting
Interesting historical perspective and update on evolving shared transport services using mobile apps and EVTAL (electric, vertical, take off and landing) rotorcrafts. Fifty years ago, a helicopter company called New York Airways whisked passengers from the rooftop of the iconic … Continue reading
Accepting the evolution of transport
Next to housing, transport has been the largest consumer spending item for decades. That is now changing. Understanding and anticipating the transport evolution now underway is a critical piece of navigating the economy and investing landscape today. See more here, … Continue reading
Canadian realty prices: what soared up, now coming down
The Canadian Real Estate Association reported yesterday that Canadian home sales slipped for a fourth consecutive month. Toronto and Vancouver both saw sales weaken by 41% and 8% year-over-year respectively. Month-over-month the nationwide decline was 2.1% while Toronto fell 5.4%, … Continue reading
