HTSI - How to spend it. Yacht-Desking.
The wealthiest 10% of American households—those making more than $250,000 a year, roughly—are now responsible for half of all US consumer spending and at least a third of the country’s gross domestic product.
https://englundmacro.blogspot.com/2025/03/who-exactly-is-buying-all-of-this-stuff.html
When amazing breakthroughs lead to high valuations, companies rush to sell lots of shares so they can cement a dominant position.
Meanwhile, freshly minted millionaires and billionaires who got in early rush to cash out.
Spencer Jakab Wall Street Journal Oct. 20, 2026
https://englundmacro.blogspot.com/2026/10/forra-veckan-en-livlig-och-nyttig.html
A shortage of places to park the world’s growing fleet of luxury vessels is driving up prices and turning marinas into a hot new asset class for investors.


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