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XLY Daily Chart 

If the market doesn't start to fall apart next week, Consumer Discretionary is probably going to be the best place to be. It is the chart tracking almost exactly to the 1928 DJI chart. We'd be at the end of Sept 1928 in the analog right now. I'm currently hedged with VXX, but would remove it if we start to move reverse higher again next week. XLY and IWM will be good places to be long in that situation. In the discretionary space I like NKE, DIS, SBUX, WSM, RH, WFM. Small caps I like are ADP, BCO, TASR.

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