I wanted to title this article "The American Bubble", which seems to be the most commonly used term at present and in the last few months. It’s simple, everybody knows how to use it when they need to; every time stocksI’m a Portfolio manager (flexible equity funds and private clients), fundamental equity research, macro and geopolitical strategy.Over 10 years across global markets, managing multi-asset strategies and equity portfolios at a European asset manager.I combine top-down macro, bottom-up stock sel ...