Geopolitical tensions are ramping up, market swings are getting wilder, and the dollar keeps losing steam. It's the perfect storm for the 'Sell America' trade to gain traction.

Here's the thing: when the greenback weakens, U.S. assets look less attractive compared to what's happening overseas. That's exactly when global ETFs start catching serious attention from smart money. Investors aren't just hedging—they're actively rotating capital into international plays.

The setup is compelling. You've got geopolitical friction creating uncertainty, volatility spiking across traditional markets, and a structurally weaker dollar providing the catalyst. In this environment, diversified global ETF positions become the natural hedge. They capture upside from emerging markets, commodities priced in foreign currencies, and international equities that benefit from dollar depreciation.

The real winners? Those who rotate early into quality global exposure. As the 'Sell America' narrative takes deeper root, expect ETF flows to reflect that shift.