Dear Reader, What I’m thinking about all day, every day right now is… “How many global macro factors can go sideways all at the same time… and what names still work even in that environment?” It’s still too early to tell which way the conflict in Ukraine will go. Markets could keep grinding sideways, and the geopolitical climate could keep unraveling. Or global tensions could ease, inflation lessens, and we get back to “business as normal” in the weeks ahead. Either way, I believe these seven stocks are best positioned to outperform during this period of geopolitical and market uncertainty. Click here now to see all the details. Jared Dillian The 10th Man, Mauldin Economics |