Anyone have any reccomendations themselves?
Cyber security, So many companies getting cyber insurance, and the cyber insurance companies are cracking down right now. Saying you need 2 factor Auth, IAM processes, PAM controls, auditability, active alerting for misuse of privileges/accounts, etc. A lot of companies don't have that shit. But they REALLY want the cyber insurance, so they are in a rush to buy all these tools to becone more secure. And they NEED these things regardless of whether there's an economic downturn or whatnot.
CyberArk Software. Very volatile for some reason, they have attained incredible growth since going public and have a super strong balance sheet. It seems like every spring they dip down and then in the fall/winter they peak. Now is the time to buy.
Rapid7 - vulnerability scanner. No company can go without a vulnerability scanner.
Varonis - growing company that is doing quite well and has a unique product that really makes directory permissions super easy
Splunk - most popular SIEM in the world probably based on market share
Palo Alto, Fortinet, and F5 Networks are both security hardware companies and any business nowadays cannot go without their infrastructure.
There are also several CyberSecurity ETFs.
I would not invest in energy/utilities at all. I don't care if it's green energy or fossil fuels. It just seems like either one is going to be a mess for a while now. Green energy relies too much on special minerals which rely on global trade and fossil fuels need to die anyway and also are controlled mostly by overseas resources. LNG is an awful alternative to oil and destroys the environment and causes significant harm to the people who live near fracking areas. So basically fuck the utility sector.
As far as defending yourself against a downturn: healthcare, consumer good. No matter what is going on, people need household items like food and butt wipes and healthcare. Those usually will fare better during a recession.
If you own and stocks geared towards luxury markets (like, idk, Tesla or some place that sells diamonds or some shit) sell it and don't look back. Luxury goods do not sell well during recessions, because nobody needs their stupid luxury shit, so the companies wind up just stagnating.
You could look at emerging market real estate. I think that when the real estate market tops out and people can't make as good of gains in the US, they'll start looking at emerging markets instead. Just watch out for scams as emerging markets are often less regulated and more prone to slimy scheming bastards who aren't actually doing a damn thing.