“There is always a bull market somewhere.”: The Generational Breakout in Ex-US Equities
While US tech has been dwarfed/resized by AI in 2026, global markets have done much better.
For the better part of the last 15 years, global capital has been highly concentrated in U.S. equities. However, a technical and macroeconomic review of the Vanguard FTSE All-Wo…
