It has been a good year for U.S. investors. The global economic slowdown and geopolitical turmoil created a nearly irreversible thirst for super safe assets as reflected by the Barclays AGG bond index gaining 8.5%. At the same time, the health of the U.S. economy produced robust gains in equities, with the S&P 500 index up 21%. Happy surprises included long-term Treasuri ...