HiTALK
2022-03-02

The Ukraine dispute was nothing but a distraction to the market. Now the more serious and real problems of increasing rates, inflation, etc. will come back into focus. We aren't out of this volatility yet. The reaction yesterday probably washed out a lot of weak players so volatility will be more muted. Short term I'm still on the sidelines. IMHO: still too early to buy the dip. If your risk tolerance is greater than mine, you may have a different view. I don't think the fed raises more than 25 basis points nor do I believe they were going to do more before this dispute.$Visa(V)$

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