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toomuchtodotoday at 4:38 PM0 repliesview on HN

https://www.lynalden.com/march-2026-newsletter/ (control-f “The Investment Implications of Chaos”)

Not investing advice, I’ve reallocated away from US domestic equities to international equities (VXUS) as a majority of a portfolio. This hedges against a correction from overweight Mag 7 exposure and US economic growth impairment from current policies (imho).

https://www.axios.com/2026/03/27/stocks-trump-iran-nasdaq

https://totalrealreturns.com/n/VTI,VXUS?start=2025-01-20

https://www.apolloacademy.com/sp-500-concentration-approachi...