Sunday, January 12, 2025

American Exceptionalism - A Reality Check

Debunking American exceptionalism
https://www.ft.com/content/fd8cd955-e03c-4d5c-8031-c9f836356a07
How the US’s colossal economy and stock market conceal its flaws.
 
Europe is not a business backwater
https://www.ft.com/content/c53a24e7-8c72-4ae4-a61a-35b0873ce061
Comparisons with the US stock market undersell the continent’s companies and their potential.
 
Ruchir Sharma: top 10 trends for 2025
https://www.ft.com/content/ff169e88-c415-400f-8a58-5ebdd5d2a643
Projections about the coming year assume market shifts will be dictated by Donald Trump. But the global economy is unlikely to revolve around the US.
 
How ‘the mother of all bubbles’ will pop
https://www.ft.com/content/9a0da0d6-92b4-4034-ac25-7b4abcbb0bbe