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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
Oil and auto demand peaking because of economics, not carbon
As I (and many others) have explained many times (recently here), the business/economic case for transitioning to much smarter, cleaner more efficient water, food, transportation and energy systems is so overwhelming today, that change is happening with or without politicians … Continue reading
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Plea for Glass-Steagall continues on Hill today
Excellent, must-understand-article from Paul Craig Roberts on the necessity for a return to hard divisions between taxpayer-backed bank deposits and product sales and speculation by investment banks, should be read by everyone. See: Without Glass-Steagall America will fail. I would … Continue reading
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Cov-lite loan madness back with a vengeance
Dramatically under-pricing capital risk has been the hallmark of the last 20 years of the most interventionist monetary policy in human history. Increasingly more reckless capital allocations have led to three successively larger financial bubbles–punctuated by two global busts to … Continue reading
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