What to Buy if the S&P 500 Drops to Pre-Covid Highs
MRKT Matrix
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What I Would Buy Now
LZ: I would buy gold to protect against international currency risk. I would buy banks because number one, they're the second cheapest sector in the index. They got killed through this cycle and haven't found their way out of it yet. If we get to a point where the market bottoms out and Fed has to either pause or go away, that's what could really bounce off the bottom. LZ: And you might see the 10 year comment a little bit. That's the trade that I've kind of been positioning for in the GOVT, the I shares, you know, treasury ETF here.
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