I am going to suggest a couple ETFs to watch that have benefited heavily from recession and inflation talk! And some that have been beaten over the head with an ugly stick to where they are now.
The ones that have benefited could see broad pull backs materialize and the ones that have suffered could rally.
Benefited list: ITM Puts 3-6 months out
Suffered list: ITM Calls 3-6 months out
Not trying to get rich here just trying to make small macroeconomic predictions and see if I am right! I am going to limit my self to what I call the X-Files list which are all the SPDR Sector ETFs that mostly start with an X + SOXL. I am doing this just for the sake of simplicity. If you got any other good ETFs with clear winner or loser runs please add thanks.
BENEFITED LIST:
XLU - Utilities Sector
XLV - Healthcare Sector
XLP - Consumer Staples
SUFFERED LIST:
XBI - Biotech Sector
SOXL - Semiconductor Sector (3x lev Bull, also SOXX for unleveraged)
