This reallocation was necessary.

The market is extreme:
- Stock markets are at all time highs and falling
- Trump wants low interest rates and a weak dollar
- Tariffs will fuel inflation

These are my thoughts. I'm positioning myself defensively for now.
Even overnight $csh2 is falling today

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Kate🦋@Iwamoto

One of the reasons you give is France. May I ask for clarification regarding France? 🙂

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Immo_Investor@Immoinvestor1981

@Iwamoto
Monday is the vote of confidence in the French parliament. If the government collapses, there will be new elections....Until then, security pur...

Here is an excerpt from Handelsblatt:

Investors have been focused on the USA and Donald Trump's capers for months. But in the shadow of this, a risk has been building up in France that also has the potential to cause price swings on the financial market: the government there is threatening to collapse.

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