I hate to bring seriousness here, but it feels like the market might be remembering that Trump does not do a large percentage of what he says he will do, that DOGE = austerity and that lots of what Trump/Musk want to do to cut costs is basically illegal or grey area and will be met with resistance so our debt problem will not go away in six months. Also AI bubble is in, companies in industries not related to power generation or AI in any way are spec building generators and power plants. Moving from 70/30 to 60/40 with plenty of international and real asset exposure.