Taiwan Semiconductor Manufacturing (NYSE: TSM) Semiconductors Occidental Petroleum (NYSE: OXY) Energy Paramount Global (NASDAQ: PARA) Media Lousiana-Pacific (NYSE: LPX) Materials/homebuilding Chevron (NYSE: CVX) Energy Celanese (NYSE: CE) Materials/chemicals Jefferies (NYSE: JEF) Financials Retail sales are falling, CEOs across a range of sectors are warning of macro headwinds, and the Federal Reserve expects to continue raising interest rates next year to bring inflation under control. Louisiana-Pacific, the world's largest manufacturer of oriented strand board (similar to plywood), trades at a P/E of less than 5, though earnings are expected to plunge next year as the housing market slows.