Latest Stock Buy or Sell?

Educational Segment. Learning how to use the VIX index can help. When looking at volatility expectations, when current volatility is higher than expected volatility in 4 months, if the former is higher then there is much bad news priced in. VVIX is the volatility of volatility. VVIX has remained high. The VVIX is now anticipating high volatility, and is a leading indicator. We are close to a bottom according to this. However, we are close but not there yet.

Want to have 2%-10% exposure depending on the investor. Clean energy is 1% of the world. 5-10 years from now, it could be 5%. The world will be greener. Don't chase strength.

Owns CYBR. Not a huge bet at the moment, and there are big multiples in this name. Added in the recent weakness. More and more investment in protecting tech now.

If you want to extract yield from the best companies in Europe, it is a great way to do it. There could be volatility. When there is volatility, it is when you want to put money to work.

Rising interest rates will be more of a challenge for high multiple, high growth stocks. Have been seeing this with SHOP for example. This becomes a buy but we are just starting the rate hike cycle. Wednesday is a big day, as we will hear from Central banks.

Markets will move on the headlines and he is not sure if there will be a deal between Russia and Ukraine. Thinks things will get worse before getting better probably. There are other elements like Bank of Canada raising interest rates. Rates are stimulative and there are inflation pressures down the road. The supply chain, cyber security, etc. worse and more difficult. Cutting interest rates or doing QE will not solve anything.