As the saying goes, people sell for a variety of reasons, so in the immeasurably large sea of the modern financial world, I would say it's a complete waste to put any thought to 1. Focus on whatever you believe will be the best way to brace yourself and your loved ones for the long term ride we're on.

Or just short stuff, this seems to be the most predictable market in a while[1].

But would diversify a bit an not just sit on USD cash.

Trumps next genius deal idea could as well be to cancel out the US federal debt by some rampant inflation, when he suddenly wants to make everyone a millionaire. Seriously waiting for the Fort Knox stunt.

[1] no financial advice, just some gut feeling.

Was just discussing this with my wife