unknowing

Your post strikes me as curious in that you use "Americans" as this all encompassing category when the US is filled with people both long and short on growth.

When we see several prominent American investors talking about "secular stagnation" and so forth, that should point you to the fact that there is no super-consensus in the US market.

Another interesting thing is that I take your argument as something like "if only you could SEE, which you can't because you're in another country," which, if that's the case, would negate the fact that all "famous" "American" banks have extensive operations overseas (therefore "seeing").

But maybe I'm off point, and what you mean by "Americans" is more about the large US population than finance people; but then, I don't see why you'd expect people to have reasonable assumptions on growth.

I don't know. Maybe there's just some confusion in how I read you.