Rob Lauzon's Top Picks: May 10, 2022

Top picks from Rob Lauzon, chief investment officer, Middlefield Capital Corporation

FOCUS: North American equities

MARKET OUTLOOK:

Investors are facing a myriad of macro risks including tightening monetary policy, ongoing supply chain concerns, the war in Ukraine and lockdowns in China. As a result, sentiment has deteriorated to extremely low levels, with the AAII bull-bear survey metric recording its lowest reading since March 2009.