We're setting up for a really volatile spring, says Stephen "Sarge"Guilfoyle of Sarge986 LLC. He gives several variables such as the pandemic, inflation, relationship with China, and supply lines to affect the economy. He thinks we will go back to 3 to 3 1/2 percent inflation and that it is not transitory. He likes the semiconductor industry. He likes bank stocks including Wells Fargo (EFC) as well as defense stocks such Northrop Grumman (NOC) and Lockheed Martin (LMT). He gives his tech stock picks including Zscaler (ZS).