I'm watching for capital outflows from the US. 5 times in history when this occurred: 1929-1930 (Great Depression onset) 1987 (Black Monday prelude) 1994 (Bond Market Crisis) etc.. Stocks, bonds and USD down at the same time. These usually move in opposite direction. Lately this is worrying me. How am I position? Just scroll my timeline, TLDR: Still unwinding my portfolio both public and private. Sold near the top, tried to time bottoms with stops My bottoms always bounce. But keep getting stopped out at b/e For now, emerging markets ( which most of you won’t have access too ) and humanoid robotics. I’m researching into stocks, zooming into New Tech Defense Sector. Anything good I’ll update but frankly quite scared to recommend, even if you buy good fundamentals, in a bear market, everything goes down.