Equities now account for 32% of total US household assets, the largest percentage among all categories.

US households have massive exposure to equities:

Equities now account for 32% of total US household assets, the largest percentage among all categories.

This is followed by real estate, at 30%, and insurance & pensions, at 21%.

By comparison, in China, real estate accounts… pic.twitter.com/zRnlKHd1Gg

— The Kobeissi Letter (@KobeissiLetter) September 27, 2025