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The Energy Trade Has Gone Too Far | Jared Dillian
Forward Guidance
Energy Stocks: The Most Bearish Sector Right Now
Energy stocks XLE is the sector of stocks that you're the most bearish on right now? Absolutely. You don't find these levels of sentiment in other sectors. Like, for a while we were calling oil like oil coin. But it's absolutely true. And here's a thing. A lot of these energy bulls have shown no contrition at all with this drawdown. No level of introspection at all. They have not publicly said, look, my view is temporarily out of favor. I remain bullish.
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