Cut more exposure

Cut more exposure this afternoon and tonight.  I think the war leads to a slowdown, as oil & food stay high for a few months:

• Reduced my Tin miner (industrial metal)
• Reduced some of my LATAM stocks (they are high beta, and move with the nasdaq).
• Reduced Equinox Mining.  Open pit miner with high diesel costs.  Kept ~ 1/3rd of my original position.  Keep the gold royalty companies.
• Kept silver.
• Sold my trades (XLI and EWW).  Keep EIS for now.
• Added a few puts (0.5% in total).

I am now around 22% in cash (excluding shorts).

A crashing market doesn't give you a nice bounce to sell your holdings and load up on shorts.

Its a pit of a panic, but the question is, is it at the start of the correction or the end of it?