Markets remained volatile as investors tried to digest the ripple effects of the ongoing Middle East conflict, surging oil prices, and rising concerns that inflation could reaccelerate just as growth begins to slow. One day, markets bounced on signs of easing energy prices and resilient earnings. Another, they sold off as higher yields and recession risks crept back into view.

The market is rattled. That’s understandable. But there is good news amidst all the uncertainty.

In 25 years of analyzing companies, we’ve watched markets react to Gulf conflicts, financial crises, rate shocks, pandemic lockdowns, and geopolitical events that nobody saw coming.

And in every single case, the companies that came through those periods in the strongest position had one thing in common.

They were generating real cash before the crisis started.

At New Constructs, our Robo-Analyst AI analyzes thousands of filings, especially the footnotes, to get the truth about earnings, cash flows, and valuations. Through this work, we routinely find the companies poised to win. A company either generates genuine economic value or it doesn’t. And that reality persists through every cycle.

Want to get our latest winning picks? Watch the Super Stocks Summit replay. Or, see how we identify winning stocks in all our research from this past week.

New Long Idea:

We believe the market has failed to recognize the strength of this business, which creates opportunity for our clients.

Super Stock Summit 2026

There is a very brief time between when companies file annual reports and when the market fully digests all the data. Our Robo-Analyst AI digests all the data in minutes, giving us a unique and proven advantage to find a new set of “Super Stocks.” The time to act is now before this brief time ends. Watch the Super Stocks Summit 2026 replay here.

Footnotes Season Finds:

See how footnotes reveal understated profits for this Unattractive stock in this week’s Footnotes Season Finds report.

People’s Choice Earnings Watch Party

We flipped the script on our Earnings Watch Party this week and let you pick the stocks we covered. We broke down the most voted-for stocks using Core Earnings and reverse DCF analysis. See what the real earnings say.

Featured Stocks:

We featured stocks from our Exec Comp Aligned with ROIC Model Portfolio. See how superior corporate governance improves risk/reward.

Model Portfolio Updates:

We updated our Safest Dividend Yields Model Portfolio for March 2026.

Danger Zone Podcast:

David Trainer joined Chuck Jaffe to discuss where we’ve helped protect clients the most in the past and where we think we can help the most in the future.

We hope you had a great week!

See a preview of upcoming research below.

Upcoming Research