I’ve been seeing more and more talk about the "Sell America" trade and wanted to get the community opinion on this.
Basically this trade involves the rotation out of U.S. risk assets and treasuries due to the decline of the rule of law, imperialist ambitions and a possible break with NATO and other allies.
Especially gold and silver have lately seen incredible inflows due to the lack of issuer risk.
Are there any ETFs ex-US or stocks you'd recommend in this environment? How are you hedging the decline of the western bloc?