Follow
_________________________
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
Canada firing on one cylinder in May
Market commentators were ebullient last week on the outdated news that Canada’s May GDP estimate was .6% versus the .2% projected by the consensus. Here is a chart of the last 6 months. The driver? Oil and gas extraction increased … Continue reading
Posted in Main Page
Comments Off on Canada firing on one cylinder in May
720 Global: 22 reasons to not follow the herd
One of the better summaries of fundamental/valuation problems with present investment conditions came last week courtesy of Michael Lebowitz, CFA at 720 Global. Here is a link to the pdf list and below are some of my favorites. Read ’em … Continue reading
Posted in Main Page
Comments Off on 720 Global: 22 reasons to not follow the herd
Tesla Model 3 critics: “this changes everything”
In 2014 Tesla made all of its technology open source to help other car companies along in their transition to electric vehicles. Slow on the uptake, most have finally seen the future and announced timelines for delivering their own EV … Continue reading
Posted in Main Page
Comments Off on Tesla Model 3 critics: “this changes everything”
