02/25/2026
Thoughts?
The World Uncertainty Index has surged to historic levels—exceeding Iraq War, COVID, and 9/11—and identify five stocks positioned to perform well under these geopolitical conditions: Palantir (AI battlefield intelligence), ExxonMobil and Cameco/CCJ (energy security), and NVIDIA (AI defense technology), markets trade on risk, and geopolitical uncertainty creates investment opportunities for those prepared.