Fed Chair Jay Powell is probably going to hike us straight into a recession—and even then, Jay still may not get the 2% inflation he’s hunting for. Why? Because the supply-chain chaos we’re dealing with now is not going away. It’s part of a megatrend I expect to last the rest of this decade, and well beyond. I’ll name two stocks we can tap to reap strong gains and fast-growing dividends from what many are calling the “end of globalization” in a moment. First, let’s dive into this critical shift, because it will drive, well, pretty well everything in our lives for years to come.… Read more