“What’s that got to do with the price of eggs?” is an adage that was once commonly used to question the relevance of a particular subject introduced to a conversation. But in light of current economic conditions—and as it pertains to this month’s stock recommendation—that question is entirely relevant.

Indeed, the price of eggs is just one of many concerns for millions of Americans today as inflation remains a thorn for the economy and for policymakers. Record-high egg prices have become emblematic of the larger question of inflation’s persistence, particularly for retail food costs.

In today’s note, we discuss pertinent developments for some of the stocks in the portfolio, including Berkshire Hathaway (BRK.B), Intel (INTC), Pan American Silver (PAAS), Sirius XM Holdings (SIRI) and SLB Ltd. (SLB).

Consensus assumptions for the energy sector this year are mostly bearish, but several factors argue in favor of a contrarian bullish view.

Sell Teladoc Health (TDOC)