Mercedes Bent Profile picture
Consumer + SMB Fintech VC @Lightspeedvp💁🏾‍♀️ @Stori_MX @MagicEden @Beek_io @Fidu_La @getHoneylove Co-Lead LATAM. Investing in products building wealth

Feb 22, 2023, 30 tweets

Wealth in the USA: a birds-eye macro view in Charts

Americans hold $153T in wealth... 👇🏾

$32T of that is in retirement accounts

Boomers and older own 61% of #wealth & 72% of equities

On average they have $100-500k in savings at retirement age

Pre pandemic, boomers used fintech the least (24%)

The bottom half of America (150M) holds just 2% of wealth

38% of Americans with degrees own 70% of wealth

Black and Hispanic populations own 8% of wealth

Much ado has been made about the personal savings rate which is at its lowest since 2008 at 3.4%...

However debt payments as % of disposable income remains low at 9.7%

Unemployment also still low at 3.6% (lowest since 2019, 1970)

Disposable income per capita is near all time highs, ex pandemic

Median household income is $71k, down from 2019 peak

Income gains mostly gained by the wealthy since 80s

Speaking better English is correlated with earning more

Self employment highest since 2008, but below peaks

Recent growth came from 1) women (+2% since 2020) and 2) Transportation and Warehousing groups

The Great Resignation continues - highest quit rates in 20 years every month since April 2021, still at 2.7%

New business starts slowed, but still elevated post Covid at 70k per month

Home sale prices remain near highs w/median at $467k

But # homes sold is dipping, hitting their lowest in 3 years

Overall mortgage debt as % of home equity is lowest since 80s

But affordability for New home owners is at all time lows

Real estate asset class maintained value better than durables and equities since pandemic

Retail investors continue to invest at highest levels in a decade post pandemic

Robinhood the leader of the retail investing movement, continues to see MAU decline

Delinquencies ticking up at all major credit card companies

Credit card interest rates at recent highs

Yet Amex saw post-pandemic record # of signups in Q3 2022

Global wealth distribution: global middle class dominated by India, China, and Asia Pacific, US is 33% of world wealth

Various regions of the world are more advanced in accessing certain wealth building products digitally

Asia leads in alt lending tech, US in wealthtech products

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