Follow
_________________________
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._________________________
Danielle’s Book
Media Reviews
“An explosive critique about the investment industry: provocative and well worth reading.”
Financial Post“Juggling Dynamite, #1 pick for best new books about money and markets.”
Money Sense“Park manages to not only explain finances well for the average person, she also manages to entertain and educate while cutting through the clutter of information she knows every investor faces.”
Toronto SunSubscribe
This Month
Archives
Log In
Category Archives: Uncategorized
Stocks priced for over a decade of negative nominal returns
John Hussman’s October letter includes the chart below, which graphs the actual 12-year nominal annual return for stocks from the rare historic incidents when valuations were as high as presently. Here’s the bottom line: At valuations that presently stand at … Continue reading
Hubris bites Paulson: “Our bets were too aggressive.”
“A humbled John Paulson told investors on Thursday he was “too aggressive” with some of the stock bets in his flagship funds and he is trimming back some of his riskiest holdings. The hedge fund manager told clients in a … Continue reading
A loonie named Icarus
Here are just a couple of reasons we believe that the recent spike in the C$ is temporary and our current expectation is for C$ reversion to levels between 91-85 area. Worldwide austerity due to over consumed debt-laden countries will … Continue reading
