Blue collar v. White collar, Red state v. Blue state or so you think that there will be a recession.

Given the latest market action...you may be thinking that a recession is brewing. If so consider:
long PBY, short TOL

Recession = losing your fancy pants white collar job, not buying the new luxury home = decreased discretionary income = more do-it-yourself auto repair = $$$ for aftermarket parts.

to track the pairs trade click here.