As bullish bets surge here’s the option play to protect portfolios from a likely pullback, says Goldman Sachs

Materials, tech and energy sectors offer an attractive hedging opportunity
Billionaire families bet on semiconductor and energy stocks in first quarter during Iran war
Private investment firms of David Tepper and other billionaires doubled down on chipmakers despite the Iran war pressuring data center economics.
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‘Buffett Indicator’ warns of a market top — 8 crucial signs that stocks are running on fumes

From a grotesque 230% valuation gap to a ticking energy crisis, this unstoppable market is more fragile than it looks.
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Stocks tread water — but a wave of volatility is building

S&P 500 analysis shows technical sell signals are flashing despite Nvidia earnings hype.
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NYC’s Mamdani boasts new $50 World Cup ticket program: ‘That is five lattes in New York City!’

World Cup ticket prices are down 22% over the last 60 days, according to one ticket tracking website.
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