Is the US Coming Back Economically?

For John, BLUF:  Someone thinks the US is back, economically.  Nothing to see here; just move along.

This report is from ten days ago, 19 April, but it is still timely.  Writing in The Wall Street Journal, Reporter Jason Zweig tells us:

The investment visionary who coined the term "emerging markets" and helped launch the first funds to invest in developing countries thinks he has spotted what you might call the next great emerging market.

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Antoine van Agtmael is arguably the founding father of emerging-markets investing. He still is an evangelist for investing in parts of Africa, Asia, Latin America and other less-developed regions, where he thinks the future remains bright. But he believes the U.S. is at the beginning of an industrial revitalization that most analysts only have begun to recognize.

Are we back?

Regards  —  Cliff