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Silver also typically sees interest in a recession.
Mike Norman, editor of the Economic Contrarian Update, agrees with Gibbons on the home builders he's shorting Lennar, KB Home and Beazer Homes because he sees interest rates rising.
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Asia has already seen interest rate rises.
"We are seeing interest out there".
Normally, we see interest drop off as the season progresses.
And we certainly saw interest in the music increase.
Even laid-off workers are seeing interest from companies abroad.
"We're seeing interest and schools are increasingly getting hooked up.
He added that his firm has also seen interest from the Manhattan office community.
A wave of openings over the past six months has seen interest in Juárez reach fever pitch.
That could see interest rates rising sooner than the central bank has suggested, he said.
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