Can Apollo's Marc Rowan Save US Investors from an Inferiority Complex?

German stocks have been up 30% and the Chinese 18%. Meanwhile the S&P 500 is up just a bit more than 4% in 2025. Meanwhile more US investors are diversifying beyond our borders. 

So here rides in the CEO of Apollo Marc Rowan, reports CNBC.

As you recall Rowan was a contender for the top job in Treasury. Lots of those mergers and acquisitions Apollo transacts and which are handled by law firm Paul Weiss depend on approval by government agencies. He also has aggressive growth ambitions for Apollo. 

The way Rowan positions and packages the current state of US markets is this: The shift is from investment results being "hyperexeceptionl" in the past to (merely) "exceptional" right now.

The CNBC headline reads:

"U.S. is still ‘exceptional’ despite rest of world outperformance this year, Apollo’s Marc Rowan says"

In addition, better results could be ahead with the comeback of tech, notes Rowan. Jim Cramer salutes that return to a position of strength, hammering that the DeepSeek competitive nightmare is over. Cramer sums it up this way: Those in the tech loop can throw off any feeling of inferiority. The US is number-one in tech, not China. 

And essentially that could be Rowan's message about investments: No need for an inferiority complex. Reinforce that meme with hope of the major tech rebound, which will be reflected in stock prices. 

Of course, the performance of the US markets is important to how the Trump administration is perceived. We progressive boomers may be less critical because our nest eggs are doing so well. Today the Dow closed up 404.41. As individual, not institutional, investors, we don't expect mega ROIs. 

However, the support the administration requires in the court of public opinion was just delivered a fresh challenge. That was in the surge in popularity of Zohran Mamdani, a socialist. 

In the New York City primary Mamdani knocked out of the box "establishment" player Andrew Cuomo. His influence is spreading throughout the nation. In his early 30s, Mamdani is the analogue of the dashing John F. Kennedy who made entrenched player Richard Nixon come across as so yesterday- and old.

During the late 1960s counterculture those of us boomers in university towns experienced versions of socialism. We got what we needed, either free or quite cheaply. That ranged from medical/psychological assistance to groceries. Much of that collapsed with the severe recession of the mid-70s. This time around a recession could give socialism traction. That could be sustainable.

In my coaching many professionals tell me that they have lost confidence in their ability to afford a decent standard of living. 

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