### Comment:
My portfolio has been outright green in the last two months, that was 2 Fridays ago before someone went 'tariffs!' and I stupidly didn't transition to puts. Maybe I'll get another chance when he inevitably does it once more.

### REPLY:
I grabbed some puts on CAT two weeks ago, thinking they're overpriced plus on the wrong side of all this: use lots of steel and sell a lot in China. Even at that it hasn't worked out that well for me yet. (Positive, just not nearly offsetting other losses.) 
  
 What we have right now is a really volatile market, and it's brilliant to play in hindsight but rather difficult to call.

### END.