Hushållen i USA har det mesta i aktier; och i sina hus...

 



 “… The household sector of America has never before had $50 trillion of exposure of equities on their balance sheet. Nobody this cycle has rebalanced. Diversification became a dirty 15 letter word - buy every dip.

“Take a look at what the equity ownership was going into the tech wreck. Barely more than $10 trillion. Going into the financial crisis, $15 trillion. Now we're at $50 trillion so there's a lot at stake here…

“71% of the household financial assets is in stocks. Who wants bonds? 8% in bonds. Bonds are for losers. Who shows up at the cocktail party talking about the belly of the curve? No one will talk to you. No. We'll talk about Bitcoin and the Nasdaq-100.

The median boomer is now age 70. 

It's not 45 or 50 or 55 as it was going into the Great Financial Crisis. And over 60% of the boomers' portfolio is in the equity market. 

It should be 30 to 40%. Time is not on their side. 

John Mauldin 23 May 2025

https://www.mauldineconomics.com/frontlinethoughts/inflation-standoff


60+ - Who will buy their shares?

Babyboomgenerationen kan komma att hålla ned börskurserna i två decennier framåt.

Det spås bli följden när en åldrande befolkning säljer sina aktieandelar för att finansiera pensionen.

Varningen kommer från Federal Reserve Bank of San Francisco 

https://internetional.se/shares.htm#overwhelm


Americans Have $35 Trillion in Housing Wealth

https://englundmacro.blogspot.com/2025/04/americans-have-35-trillion-in-housing.html




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