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Today's plunge on worsening news in the Russian invasion of Ukraine There's no bad weather, only bad wardrobe. The current market is not in the same as march/April 2020. Now, we're dealing with the the Fed's hikes, US midterms and the travesty by Russia. Throw in nukes into the conversation. This will be a tough year. You need dividend and covered call stocks to get through this and not rely on tech growth stocks.

A good covered call strategy would be to sell the June 134s, which will give 9% upside, and collect $8 which is over 6% of premium income all for a little over three months' holding period.

Bull or bear? It's tough to call it now. He's cautious. The Fed offered a lot of certainty over rates this week, but he remains very worried about inflation. The VIX is above 30. Lots of headwinds in the short run. The long run is hard to say. It's a bad time to be buying. He's more bearish than bullish. The Fed will raise rates in 2 weeks, but US growth has already started to slow. In the second half of 2022 when the tightening cycle gets underway--and strong employment grows--supply chains should ease and he hopes will moderate inflation, which sets us up nicely int he second half of 2022.

It boasted 12% EPS growth in the last quarter, almost 30% revenue growth. Stay long. It's his favourite in cybersecurity.

He bought more recently. He focuses on quality and BAC had 28% revenue growth and net interest margin growth. It's not about the yield curve, but about commercial loan growth. Financials have been oversold recently, so this was a buying opportunity. He's nibbling at BAC.

Today's sell-off as the Russian invasion worsens The S&P is in a slight correction, around 10% from the high. In energy and materials, though you don't feel the pain, but if you're int he ARK tech stocks, you are. He's bullish; he's buying dips. The 38% of S&P stocks now in a bear market, well that number was much higher last year. Paramount and Cleveland-Cliffs both fell and those were buying opportunities--those are examples of buying dips. Paramount was down 20% on earnings last week and he called a buy--and he was right. (CC was down 10% on earnings.) If you're in the wrong stocks, you feel terrible now. Build a diversified portfolio! If you can't handle a 10% correction--which happens yearly in tech--then you shouldn't be investing. Look at jobs growth in the US (job numbers beat today). Covid is fading--we don't even talk about it anymore. People will return to offices and factories. He does not see a recession. America, not Europe, does not propel the world economy, and America is doing darn well.

Factories in America are being built and are buying cars. Both need steel. Demand is strong.

Bullish or bearish, as markets plunge today due to worsening Russian invasion He doesn't see 5 interest rate hikes this year + 1 in 2023, like Goldman predicts, not with what's happening globally. He never thought this would be a quick military incursion by Russia. That said, that doesn't matter if an investor is long-term. Buy stocks on dips like this? Absolutely. But buy high-flying stocks with 55+ PE's? No. Energy and food will remain in strong demand? Fertilizer and food stuffs? Yes. Buy Apple under $155? Yes. Even buy it today at $162 (up $8 from just 10 days ago)? Yeah. He'll add to his long-time, large position in the $150s. He's most concerned about the impact of Russian companies (not) supplying chipmakers to make chips for Apple products. He's not concerned about the halt of Apple merch in Russia and Ukraine. Also, the US dollar and consumer are doing well. Today, it's 11% off its highs.

Bullish or bearish market outlook? He doesn't see 5 interest rate hikes this year + 1 in 2023, like Goldman predicts, not with what's happening globally. He never thought this would be a quick military incursion by Russia. That said, that doesn't matter if an investor is long-term. Buy stocks on dips like this? Absolutely. But buy high-flying stocks with 55+ PE's? No. Be disciplined. Don't buy a stock which reported great earnings and expect that stock to keep rising. Nordstrom just exploded to the upside on a strong earnings report; so sell it and don't sit on those gains.

He sold a third of his energy stocks (energy and fertilizer are his largest sector bets, bigger than MSFT, Apple and Tesla), because they were up 40%, but on the dip he re-loaded with calls until last night's shelling by Russia on Ukraine's largest nuclear power plant, so now he must wait. Placing call options on these energy stocks limits his risk and has leverage going forward. If oil rises to $120, his target is $126-135 short term and he'll sell another third. At $135 oil, he'll be out. He's betting on a huge reduction in supply, not the end of the world.

He's buying the March 24 50 calls. It's one of the big winners in the minerals space. Up 3% today.

He started buying it 10 days ago at $22, now it's pushing $26. 6000 of the March 26 calls. It keeps moving up and up. Expect better returns than high-PE stocks. He added to his position today.

He started buying it today at $36 and it's pushing $37. Upside call is $37.50.