I believe that the market will have much more pain than gain in the near future. When you consider what the job market may look like, change in spending behaviors, and the general impact this will have for sometime in some many areas of society.. I just can't imagine we have seen the bottom. That being said, if you have similar beliefs, what sector do "YOU" think will get hardest and why??? I am leaning towards consumer discretionary and real estate.. Of course if you feel differently and this is a long play, love to hear about that as well.. Happy Trading
Long staples, short discretionary... medium term. short bonds. long red real estate, short blue real estate.