I don't have their insight, yet I emergency sold almost all my US stocks in the last months.
Usually I start selling when their value has doubled, but this time I made an exception after seeing what their man child president is doing to the markets.
If there even is a coming back from this, it will be years.
I still have a Raytheon, but it started falling yesterday. If the economy is really screwed, not even the defense industry can be successful in the US. Gonna watch that one real close.