What you will see below:

  • A update on sell-side analyst extremes, both crowded bulls and crowded bearish extremes.

Estimates are crowded and bullish for Coal, Refiners, Recreational Products, Apparel & Footwear, Comm Equipment and Major Telecom. They are too crowded and "washed out" for Forest Products, AgriChemicals, Containers & Packaging, Building Products, Restaurants and Medical & Nursing Services.

See PDF below for discussion and charts on both directions of extremes.

se 20251121.pdf

se 20251121.pdf

888.21 KBPDF File

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