I am curious if folks are considering moving towards underweighting or reducing their exposure to US markets due to the mostly sideways action we're witnessing since the start of the new year.
It seems like Asian and European market indexes are solidly outperforming their US peers (to the tune of double, or more than double in the case of the German DAX).
In general I believe it's foolish to bet against the US long term, but I'm wondering if this is a trend that may be a result of political events in the US and could endure for longer than just a few months.
Anyways, just curious if anyone else has noticed these trends and are debating adjusting their holdings.