Ep. 42 - Recession Obsession
Gaming out all the trade war twists and turns is next to impossible.
That said, after the S&P 500’s quick 21% drop, single name opportunities have emerged.
We’ve isolated 30 stocks that can thrive in tariff uncertainty.
In this market, you need to be choosy. Buying the S&P 500 is full of risks. A nasty, earnings bruising recession tops the list.
2025’s murky macro requires a margin of safety. That means sticking with companies that can best weather tariffs.
Today, we’re going to unpack 2 reversion signal studies that highlight why you’ll want to selectively put money to work during rare…
The skinny
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