Insurance against Fed rate hikes with “rate-hedged” ETFs doesn’t come cheap.
It looks like a long, cold summer for the U.S. market.
Apple shares tend to perform better when stock-buyback activity is below average.
There has been an even bigger surge in optimism — and that’s not good.
The “Recession Buy Indicator” has an impressive track record.
Only a handful of large-cap stocks satisfy Warren Buffett’s price and profitability criteria.