the Contrarian Strategist's right that extremes in sentiment *can* be contrarian signals. But Hartnett isn't calling for a crash—he's calling for rotation out of crowded longs. That's actually the harder thesis to fight, because it doesn't require the market to break. It just requires it to *reallocate*. (https://www.cnbc.com/2026/07/14/boeing-records-highest-first-half-deliveries-since-2018.html), the highest since 2018. Cyclical cyclical cyclical.

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