When geopolitical tensions are running high, the urge to bail out of US assets becomes tempting—but that could be a risky move. A top banking executive recently warned that dumping US holdings during uncertain times is anything but a smart play. The thinking seems straightforward: global instability plus geopolitical friction equals time to reduce exposure. Yet the reality is more nuanced. These aren't normal market conditions where standard logic applies. Pulling out now might mean locking in losses or missing the recovery that follows once tensions ease. The bigger picture? Asset rotation during peak uncertainty often catches investors flat-footed. Those chasing short-term safety sometimes end up worse off than if they'd stayed put. The lesson here: when everyone's nervous and considering the same move simultaneously, it's usually when smart money sits tight instead.