Massive selling in the markets. Sitting at about 30% cash, and has been for a while. Real issues aren’t political. They’re rising interest rates, flattening yield curve, and slowing economy. NA economy’s peaked. A normal part of the business cycle. If you own expensive stocks, you should probably sell and reposition. Cheaper stocks do better over time. Value will win at the end of the day.

You should carefully look at your portfolio, you want to own value stocks. If you own expensive stocks, you should probably sell and reposition. Cheaper stocks do better on long-terms.