Derek Harris

America at 250 – Innovation, Market Leadership and the Power of Compounding

Derek Harris, Jared Woodard

Presented on June 16, 2026, this analysis details the United States' 150-year economic dominance, driven by superior corporate earnings growth, a $1 trillion annual R&D investment, and the dollar's enduring role as the primary global reserve currency. The report challenges the traditional 60-40 portfolio strategy by demonstrating the historical lack of consistent negative correlation between U.S. equities and long-term Treasury bonds, which have often moved in tandem during recent market cycles. Ultimately, the discussion underscores structural advantages in governance and innovation efficiency that sustain U.S. outperformance despite the current challenges posed by an overvalued currency and global reindustrialization trends.