In his book, Only the Paranoid Survive, the former CEO of the Intel Corporation Andrew Grove asserts that “a strategic inflection point is a time in the life of business when its fundamentals are about to change. That change can mean an opportunity to rise to new heights. But it may just as likely signal the beginning of the end”. By all measures of the news flow, we are at the political and economic inflection point in the US. And whether European investors like it or not, when America sneezes, Europe still catches the cold. Or more likely – a…