The Bulls Have an Answer to the Tightening Conditions in the Financial Markets

"I am not with the strategists that are recommending both banks in broad terms and tech as sectors to play right now," he says. "There are some by-the-dip type of investors that are making a nice profit off of some of these volatile moves" He remains overweight, fixed income, gold and cash if you're an equity investor. 'We have all these levers on tightening up conditions'