Also remember that american assets are recipients in case of any "flight to safety" dynamic. Or at least, they usually are. What could be reasonable is to shift a little toward low beta and or pseudo bonds/debentures instead of the most risky equities
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Buy the rumor, sell the news. When do you need the $ from your sep-ira? <5 years? Then possible action is warranted, but it is extremely difficult to time the markets. >5 years? Less urgency to make major changes
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I am torn between “MMT means the stock market will never drop for long” and “we’re all going to die so what does it matter”. No certainty about what’s going to happen, and I needed to start planning for this like 30 years ago, so buy a couple months of food&meds and shrug
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