What are the tangible and intangible factors that have contributed to long-term U.S. stock market outperformance compared to the rest of the world? Despite these advantages, why might we still want to continue to be globally diversified?
Show Notes
American productivity still leads the world—The Economist
The Outlook for Long-Term Economic Growth by Charles I. Jones—Federal Reserve Bank of Kansas City
Capitalism is in worse shape in Europe by Ruchir Sharma—The Financial Times
The Mother of All Bubbles by Ruchir Sharma—The Financial Times
The Curious Incident of the Elevated Profit Margins by James Montier—GMO
Federal Surplus or Deficit [-] as Percent of Gross Domestic Product – FRED
Euro area government deficit at 3.6% and EU at 3.5% of GDP—eurostat
Should investors just give up on stocks outside America?—The Economist
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