2026-07-25T16:06:59Z https://njump.me Asymptosis https://njump.me/npub144uc6ee0kctz8jpx52xtv2rdnwmvmp6e2xvcetht8l6fxcle90rqhuadjw https://s3.eu-central-2.wasabisys.com/mastodonworld/accounts/avatars/109/371/272/203/843/879/original/7da55408381d642d.png https://s3.eu-central-2.wasabisys.com/mastodonworld/accounts/avatars/109/371/272/203/843/879/original/7da55408381d642d.png https://njump.me/nevent1qqs0fj5vyaue4d0ehas4plrtgtagh6scflvt0dtjdkuvy2w3zmdhqeczyzkhnrt897mpvg7gy63ged3gdkdmdnv8t9genr9wavllfymrly4uv45n4we In reply to <a href='/nevent1qqs2rnvump0znk3v5umntsajcf9xknsxeltgwre5tcjm0nyxhx2mrds5u36nk'>nevent1q…36nk</a><br/>_________________________<br/><br/>DB, I&#39;d say fuggedaboutit. WID/PSZ don&#39;t even include DB. But DC (iras, 401ks etc), I think it&#39;s quite possible. Would have to poke more. I think they contain ~10% of HHs&#39; total directly and indirectly owned assets... 2026-07-16T16:01:05Z https://njump.me/nevent1qqsdpf2c7x584ey2l90njarklxa78qa0pmqcpuc7h02ux43cxde87kgzyzkhnrt897mpvg7gy63ged3gdkdmdnv8t9genr9wavllfymrly4uv32zyyv In reply to <a href='/nevent1qqsgp0dsvx0y6uqxz00fzgqkptwm9jksv4fux0p8y2q8ntvtmcqz4tqcrfaf3'>nevent1q…faf3</a><br/>_________________________<br/><br/>Realizing that HH holdings of equities (and/via mutual funds) holdings inside (defined-contribution) pensions shd be added to HH equity/MF holdings... Sigh.<br/><br/>This probably a better measure of total corp (market value) equity outstanding? <a href="https://fred.stlouisfed.org/graph/?g=1X5cR">https://fred.stlouisfed.org/graph/?g=1X5cR</a> 2026-07-16T14:47:24Z https://njump.me/nevent1qqs93lhxxkg2texz56kqvdr5r04dqv083rqrfeesd48uu4jf24kzlcczyzkhnrt897mpvg7gy63ged3gdkdmdnv8t9genr9wavllfymrly4uv942z69 In reply to <a href='/nevent1qqs0v6mqh49d2crs7lvp8grywt2fsxf3cn3qw49gvmnzgy69epggw4gje2akz'>nevent1q…2akz</a><br/>_________________________<br/><br/>Yeah I&#39;m pretty onboard w &#34;consumption spending is what causes investment spending,&#34; but not sure if that&#39;s pertinent here? Both types of spending cause production of valuable stuff. ? 2026-07-16T12:34:19Z https://njump.me/nevent1qqsgp0dsvx0y6uqxz00fzgqkptwm9jksv4fux0p8y2q8ntvtmcqz4tqzyzkhnrt897mpvg7gy63ged3gdkdmdnv8t9genr9wavllfymrly4uvx2zz0t In reply to <a href='/nevent1qqs0awwn78wuw7q8w89rg8ql30gzlglprelkydu92yxdghszcpgzcdqu4vhdt'>nevent1q…vhdt</a><br/>_________________________<br/><br/>Added ROW ownership of US equities for better total of the &#34;firms&#34; sector value. Makes v little diff in this ratio at least... <a href="https://fred.stlouisfed.org/graph/?g=1X54m">https://fred.stlouisfed.org/graph/?g=1X54m</a> 2026-07-16T12:29:53Z https://njump.me/nevent1qqs0awwn78wuw7q8w89rg8ql30gzlglprelkydu92yxdghszcpgzcdqzyzkhnrt897mpvg7gy63ged3gdkdmdnv8t9genr9wavllfymrly4uv7zcal6 In reply to <a href='/nevent1qqsf4x5margwjh8wkqgduvwy447ck88wfgkwycuvtvs34j7znjzwhesvdlx99'>nevent1q…lx99</a><br/>_________________________<br/><br/>Or reverse it! <br/><br/>Since Reagan, each dollar of corp equity &#34;value&#34; delivering steadily less goods and services to Americans.<br/> <img src="https://s3.eu-central-2.wasabisys.com/mastodonworld/media_attachments/files/116/929/631/746/787/622/original/0121db2fc4b64631.png"> <br/> 2026-07-16T12:24:25Z https://njump.me/nevent1qqsf4x5margwjh8wkqgduvwy447ck88wfgkwycuvtvs34j7znjzwheszyzkhnrt897mpvg7gy63ged3gdkdmdnv8t9genr9wavllfymrly4uvclws4l In reply to <a href='/nevent1qqs28nlmhcej7d6qj5qyxnun7elv84t663z02d8ud204ghvmgvaxwxc09u4lz'>nevent1q…u4lz</a><br/>_________________________<br/><br/>Also this a better spending measure? Consumption and investment spending. <br/><br/><a href="https://fred.stlouisfed.org/graph/?g=1X53S">https://fred.stlouisfed.org/graph/?g=1X53S</a><br/> <img src="https://s3.eu-central-2.wasabisys.com/mastodonworld/media_attachments/files/116/929/614/467/540/249/original/022a81f381a25655.png"> <br/> 2026-07-16T12:18:59Z https://njump.me/nevent1qqs28nlmhcej7d6qj5qyxnun7elv84t663z02d8ud204ghvmgvaxwxczyzkhnrt897mpvg7gy63ged3gdkdmdnv8t9genr9wavllfymrly4uvwx0n2t In reply to <a href='/nevent1qqsfatqwhkrf8pv6rskh2rt5x0kq4etn8ytjzgtecvylmpl65nqc43c4g2vu6'>nevent1q…2vu6</a><br/>_________________________<br/><br/>That ratio looked low to me... <a href="https://fred.stlouisfed.org/graph/?g=1X4Ad">https://fred.stlouisfed.org/graph/?g=1X4Ad</a><br/> <img src="https://s3.eu-central-2.wasabisys.com/mastodonworld/media_attachments/files/116/927/421/732/091/364/original/e3008f8186fe3881.png"> <br/> 2026-07-16T03:01:11Z https://njump.me/nevent1qqsptn2umj9hnwjcp3hxkf20nwnekhkatkq43pa40ty567skh0jtclgzyzkhnrt897mpvg7gy63ged3gdkdmdnv8t9genr9wavllfymrly4uvsrja0e In reply to <a href='/nevent1qqszr4lmt5aan0nqgghrwsf0tqc63xshv75xahx3m27fghk6x9gze9cgt609p'>nevent1q…609p</a><br/>_________________________<br/><br/>A favorite in the multiple-&#34;causes&#34; conversation:<br/><br/>Both the snow buildup and the sneeze &#34;cause&#34; the avalanche. 2026-05-25T14:33:18Z https://njump.me/nevent1qqspq5hu6u3hvc50shtyk4lyjj3fvr0k9zzhvqfd57p3cgmuzwvmjngzyzkhnrt897mpvg7gy63ged3gdkdmdnv8t9genr9wavllfymrly4uv8faa5u In reply to <a href='/nevent1qqsfdqeayzz8tyt2taj8qxc3jtk3lk58jaukal0qkwywpxcusfkn5tcrklfdx'>nevent1q…lfdx</a><br/>_________________________<br/><br/>Nice, thanks. Much to discuss there, but here just showing (in blue) labor compensation as % of comprehensive H-S income.<br/> <img src="https://s3.eu-central-2.wasabisys.com/mastodonworld/media_attachments/files/115/543/041/376/778/954/original/f1f5834c6a00bbc1.png"> <br/> 2025-11-13T15:15:23Z