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We've been recommending overweighting the US in global equity portfolios since 2010. We still are, and it is still working (chart).
We started writing about the Roaring 2020s in the US in 2020. For example, on August 11, 2020, we wrote: "We live in interesting, though not unprecedented, times. The Roaring 1920s could be a precedent for the Roaring 2020s. As Mark Twain observed: 'History doesn’t repeat itself, but it often rhymes.'"
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