U.S. investors are staring down several headwinds at the moment: heightened tech stock valuations, hawkish Federal Reserve commentary, and erratic tariff policies from the Trump administration. Even Nvidia’s blowout earnings on Wednesday only managed to lift stocks overnight, before a nasty sell-off erased all the gains and more on Thursday. The S&P 500 is still hovering close to all-time highs, but if you think a storm is coming, then you want to take defensive positioning before stocks enter correction te ...