This time it’s different

After this weeks 'correction' in the stock markets, no doubt we will have the usual economist/analyst reassurances that it was both healthy and needed to happen. Signs are starting to emerge that the cycle has indeed peaked eg interest rates rising, commodity production increasing.
Companies in the following sectors are most prone to a downturn (recession) in the economy -
mortgage and consumer finance, home building, real estate sales, financial services, travel, entertainment, and retailing.
Some companies to short with CFD's - Banks generally, Boral, Rinker, Billabong, Coca Cola Amatil, and later in the year ASX.
BBG & CCL are particularly ripe for shorting at the moment, looking to enter after the bounce back this week.
Any others???