Defiance Capital investor Kyle recently shared insights on social media regarding stock market trends over the past four months. According to PANews, Kyle observed that non-U.S. markets are experiencing a structural bull market, while the U.S. market is characterized by significant volatility and currency depreciation, with fluctuations exceeding 20% in both directions outside of a bull market scenario. In response to these conditions, Kyle has decided to adjust his investment portfolio to allocate 75% to non-U.S. markets and 25% to the U.S. market.