Kyle, an investor at Defiance Capital, stated on social media that the stock market performance over the past four months shows that non-U.S. markets are in a structural bull market, while the U.S. market is experiencing significant volatility. According to PANews, the U.S. market is simultaneously facing currency devaluation and more than 20% bidirectional volatility in a non-bull market. Therefore, Kyle has decided to adjust the portfolio to allocate 75% to non-U.S. markets and 25% to U.S. markets.