alt Hacker News>Fink is still a big believer in the U.S. economy and argues things are looking mostly constructive at this point. He feels the bull story is still intact, but its durability matters a lot more.
So do you believe him? Let me guess: you'll pick and choose the parts
I agree with his statement you quote. I believe that the US still has some growth ahead purely out of existing demographics and population, but that due to go forward geopolitics and global trade reconfigurations, more growth will be had internationally than in the US over the next 5-10 years (and this is the same guidance I share with the HNW individuals I advise from geopolitical safety and portfolio strategy perspectives). Where has most growth been in the US recently? The Mag 7, AI, data centers, etc. Will this growth last? No one knows. What happens when it stops? Sadness.
Global markets outperform the U.S. in 2025 - https://www.youtube.com/watch?v=6DERutj8lfY - December 30th, 2025
2026 Outlook: International Stocks and Economy - https://www.schwab.com/learn/story/international-stock-marke... - December 9th, 2025
(not investing advice, I am simply very curious and a degenerate gambler)