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The David Lin Report · Saturday, August 1, 2026

Consumer Sentiment Not Directly Tied to Wealth Measures, but Stock Holdings Act as Proxy

The University of Michigan survey collects household income data but not a precise net wealth measure, relying instead on proxies like stock ownership and home value. While not a direct measure of net worth, stock holdings provide a decent indication for classifying consumers by wealth level.

The tape

3 quotes
Yes. So we ask people what their household income is.
Joanne Hsu
Um, but we do get, I think, a pretty decent proxy. Um, we have, we ask people if they own a risky asset like stocks, and then we ask them the size of their portfolio.
Joanne Hsu
So, that's I think a little easier to answer than, you know, than giving us your entire net worth.
Joanne Hsu
Heard on The David Lin Report — “Worst Ever Consumer Sentiment: Signal For Economic Collapse? | Joanne Hsu, published Saturday, August 1, 2026. Heardvine summarizes and quotes with attribution and timestamps, and links to the original everywhere.
Transcribed via Gemini audio transcription · $0.05