@SchlaubiSchlumpf I've also already rebalanced some gold against $CSH2 because the beast just made 15% YTD. Actually, 10% bookings like that are not that rare. We almost had one last year. (Yen carry trade)
@TotallyLost true. Has potential for more, I'd say. But yes, I was a bit spoiled by success last year. Everything except Btc and gold is red for me. But that's because my strategy is not old. I think we're fine in the long term. I don't know anything about economics, but I can imagine that the world won't end because of the tariffs. It's more likely that this has triggered a necessary correction.
@SchlaubiSchlumpf Yeah, I hope this tariff stuff stops soon, but if it doesn't, the time until the world market finds a new balance will be really ugly. But hey, now I have a good excuse to use AD-Block and pirate every American medium. 😅