Shopping for Q4.
Well, Homebuilders mentioned earlier. A decline in Sep can offer even a bigger recovery.
In the consumer discretionary space, homebuilders are the highest beta space.
Retail: Beaten up summarizes the story in Q2/Q3- but value traps are being set up in areas from stores to restaurants
Deep value search has to be justified with the Macro call. And currently not a timely trading short but a time too look for attempted bottoms or further downside extortion.
Regardless- an area of interest for Q4 rally especially higher beta names.
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