Nine Stocks for Playing the Long Side Safely

This column was originally published on RealMoney on June 8 at 10:32 a.m. EDT. It's being republished as a bonus for TheStreet.com readers. For more information about subscribing to RealMoney, please click here.

Some of my long-term macro themes -- rising inflation, slowing economy, subpar job creation, and ongoing drag from the housing slowdown -- have been causing some turmoil in the markets lately.

Heading into Friday's trading, we look set to have the worst weekly decline in more than three months, a decline that has caused a short-term spike in volatility.

Despite this -- or perhaps, because of it -- we've gotten a number of inquiries from our clients, who range from rapid-fire traders to long-term investors and everyone in between, and I'm getting some variation of the same email from each of them: ...