Why the Idea of US Exceptionalism Is Overdone
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The United States economy has outperformed other G-10 economies over the past year and that growth spurt looks like it will continue. The outperformance of the US economy and US equities has been front and center in 2024. The question is whether there is something unique and enduring about the US that can keep this state of affairs going. The US leverage to the technology sector is seen as a double-edged sword.



https://www.bloomberg.com/news/newsletters/2024-04-03/why-the-idea-of-us-exceptionalism-is-overdone 

 Just listened to a Bitcoin podcast.  Our banks are actually in better shape.