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RabbiJacob's avatar

my preferred simple explanation for US outperformance was the higher and faster US growth vs the EU. Is there any paper about this?

As far as I am concerned the US is also easier for people to understand vs French or German industrials (who all seem to mostly rely on US companies for cloud computing, and 100% of them rely on them for mobile app-stores).

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Kris's avatar

Interesting angle of analysis but only really useful when done on a sector-neutral basis. Would that be feasible ? ;)

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