The stock market is overdue for a correction -- way overdue. Hedges shall remain in place. Read More

I'm not impressed by Wednesday's stock-market rally, so I'm going to take advantage of the lower bond prices to put on a new downside hedge. Plus a volatility roll and a statistical gunslinger that is rather risky.I'll wait a little longer on XLU and NEE before considering a roll. Read More

Utilities and healthcare look strong into August expiration. Rolling real estate. Read More