Money For The Rest Of Us

The U.S has traditionally been a safe haven for investing, but that hasn't been the case in 2025. We explore three economic and narrative regimes and consider why we may be witnessing a shift after 12 years of U.S. outperformance.Topics covered include:What was the narrative and economic and financial performance from 1995-2001, 2002-2012, and 2012 -2024.How the performance of the U.S. dollar impacted returnsWhy did economic forecasters predict the U.S. national debt would be paid off in 2011, and why were they wrong?Signs that the current economic and financial narrative is shifting.Insiders Guide Email NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletterOur Premium ProductsAsset CampMoney for the Rest of Us PlusShow NotesTestimony of Chairman Alan Greenspan Outlook for the federal budget and implications for fiscal policy Before the Committee on the Budget, U.S. Senate January 25, 2001—The Federal Reserve BoardFederal Surplus or Deficit [-]