The raw materials and industrial stocks I've been holding recently have taught me another hard lesson. Occidental Petroleum and Alcoa have both been quietly declining, especially Alcoa, which saw a 65% gain over three months only to be hit with a major drop now. This kind of wild volatility is really enough. Caterpillar is also falling, lagging behind despite positive ratings, making me really want to just sell and rebuild my position. Only Ferrari has held its ground a bit, with a small rise on positive news about new car deliveries, but unfortunately, I didn't have much of a position in it to begin with. Holding onto my positions with conflicted thoughts, as soon as the main trend changes, I immediately get anxious and start overthinking. I'll just wait it out calmly for now.