By Nishant Pant
Publication Date: 2026-03-03 15:34:00
The markets spent nearly all of February in selloff mode. While this isn’t entirely surprising, as February is historically a weak month prone to deep pullbacks, now the escalating tensions with Iran have taken center stage, preventing the broader market from finding a firm footing to recover from the recent rout. However, this sustained pressure has a silver lining: It has effectively reset valuations for many high-flying stocks, bringing them back down to Earth. For patient traders, bargain-hunting opportunities are abundant — provided you approach them with caution. When navigating a tape this choppy, I stick to two strict rules: Respect the VIX : As long as the VIX remains elevated (I consider anything above 17 to be high), keep your trading frequency and position sizing to a bare minimum. Let the market prove itself before committing heavy capital. Buy more time: Normally, I structure my trades to play out over 30 days. But when fear is driving the market, I extend my…