Small-cap stocks have held onto year-to-date lows. "Small-cap stocks have advantages amid stock market uncertainty and supply chain issues. Small-cap companies tend to be local and more nimble. There are cheaper valuations due to a perceived risk. The S&P 500 or the SPX over the past 10 years became the treasury bill for equities for global wealth," says Kevin Silverman. The large-caps, Nasdaq-100, QQQ, and ARKK Fund showed investors that revenue without earnings is not when investors want to be long-term. Next, Silverman provides his stock picks: Meritage Homes (MTH) and Atlas Technical Consultants (ATCX).