European stocks are up and up since Trump was elected, while American stocks are chopping sideways or down. There's a shift in the stock market. The market hates uncertainty and America is a big frikkin question mark atm (is the polite way of saying it).
Could this be related to the geo-politics or just a usual dump of an overheated stock? Hard to tell without a tsunami of stock dumping and portfolio re-balancing
Here's a particular dutch pension fund that dropped their us stocks: https://www.reuters.com/markets/europe/dutch-pension-fund-ab...