# ![@DualityResearch Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1724183037204746240.png) @DualityResearch Duality Research

Duality Research posts on X about stocks, inflation, more than, level the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1724183037204746240/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1724183037204746240/c:line/m:interactions.svg)

- [--] Week [------] +1,948%
- [--] Month [------] +204%
- [--] Months [-------] +50%
- [--] Year [-------] +647%

### Mentions: [--] [#](/creator/twitter::1724183037204746240/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1724183037204746240/c:line/m:posts_active.svg)

- [--] Months [--] -29%
- [--] Year [---] +19%

### Followers: [-----] [#](/creator/twitter::1724183037204746240/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1724183037204746240/c:line/m:followers.svg)

- [--] Week [-----] +5.70%
- [--] Month [-----] +11%
- [--] Months [-----] +100%
- [--] Year [-----] +692%

### CreatorRank: [-------] [#](/creator/twitter::1724183037204746240/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1724183037204746240/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  52% [stocks](/list/stocks)  23% [cryptocurrencies](/list/cryptocurrencies)  12% [technology brands](/list/technology-brands)  2% [exchanges](/list/exchanges)  1% [financial services](/list/financial-services)  1%

**Social topic influence**
[stocks](/topic/stocks) 16%, [inflation](/topic/inflation) #875, [more than](/topic/more-than) 4%, [level](/topic/level) 4%, [bullish](/topic/bullish) #2134, [the first](/topic/the-first) 4%, [sentiment](/topic/sentiment) #652, [alltime](/topic/alltime) 3%, [bitcoin](/topic/bitcoin) 3%, [vix](/topic/vix) 3%

**Top accounts mentioned or mentioned by**
[@truflation](/creator/undefined) [@truflations](/creator/undefined) [@howtoswingtrade](/creator/undefined) [@subutrade](/creator/undefined) [@murphycharts](/creator/undefined) [@dailychartbook](/creator/undefined) [@jwkprod](/creator/undefined) [@andreassteno](/creator/undefined) [@bespokeinvest](/creator/undefined) [@granthawkridge](/creator/undefined) [@marketwatch](/creator/undefined) [@1leone](/creator/undefined) [@mosessternstein](/creator/undefined) [@lanceroberts](/creator/undefined) [@albertedwards99](/creator/undefined) [@william_r2rclub](/creator/undefined) [@wolfy357](/creator/undefined) [@chain_alphax](/creator/undefined) [@kevinshiu86145](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Clorox Co (CLX)](/topic/$clx) [Tyson Foods, Inc. (TSN)](/topic/$tsn) [PepsiCo, Inc. (PEP)](/topic/$pep) [IDEXX Laboratories, Inc. (IDXX)](/topic/$idxx) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Partisia Blockchain (MPC)](/topic/$mpc) [NXP Semiconductors NV (NXPI)](/topic/$nxpi) [Spotify Technology (SPOT)](/topic/$spot) [Pfizer, Inc. (PFE)](/topic/$pfe) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Advanced Micro Devices (AMD)](/topic/$amd) [Snap, Inc. (SNAP)](/topic/$snap) [Enphase Energy Inc (ENPH)](/topic/$enph) [DisChain (DIS)](/topic/$dis) [Uber Technologies, Inc. (UBER)](/topic/$uber) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Basilisk (BSX)](/topic/$bsx) [Fiserv, Inc. (FI)](/topic/$fi) [Johnson Controls International, PLC. (JCI)](/topic/$jci) [O'Reilly Automotive Inc (ORLY)](/topic/$orly) [Copiosa Coin (COP2)](/topic/$cop) [Affirm Holdings, Inc. (AFRM)](/topic/$afrm) [Cboe Global Markets, Inc. (CBOE)](/topic/$cboe) [Skyworks Solutions Inc (SWKS)](/topic/$swks) [Align Technology, Inc. (ALGN)](/topic/$algn) [Eli Lilly and Company (LLY)](/topic/$lly) [Roblox Corp. (RBLX)](/topic/$rblx) [Philip Morris International Inc. (PM)](/topic/$pm) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Take-Two Interactive Software, Inc. (TTWO)](/topic/$ttwo) [Hilton Hotels Corporation Common Stock (HLT)](/topic/$hlt) [Cloudflare, Inc. (NET)](/topic/$net) [Expedia Group Inc (EXPE)](/topic/$expe) [Fortive Corp (FTV)](/topic/$ftv) [Kimco Realty Corp (KIM)](/topic/$kim) [Edison International (EIX)](/topic/$eix) [Constellation Energy Corp (CEG)](/topic/$ceg) [FAME AI (FMC)](/topic/$fmc) [ARK Innovation ETF (ARKK)](/topic/$arkk) [BioMarin Pharmaceutical, Inc. (BMRN)](/topic/$bmrn) [Booking Holdings Inc (BKNG)](/topic/$bkng) [Measurable Data Token (MDT)](/topic/$mdt) [Entergy Corporation (ETR)](/topic/$etr) [Vulcan Materials Company (VMC)](/topic/$vmc) [Arista Networks Inc (ANET)](/topic/$anet) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Toast, Inc. (TOST)](/topic/$tost) [Exact Sciences Corp (EXAS)](/topic/$exas) [Birkenstock Holding plc (BIRK)](/topic/$birk) [MercadoLibre Inc (MELI)](/topic/$meli) [Block, Inc. (XYZ)](/topic/$xyz) [Allegion PLC (ALLE)](/topic/$alle)
### Top Social Posts
Top posts by engagements in the last [--] hours

"💸 January US CPI +2.39% YoY"  
[X Link](https://x.com/DualityResearch/status/2022313371345756583)  2026-02-13T14:14Z [----] followers, [----] engagements


"Looking at January returns across S&P [---] sectors one thing that stands out is Consumer Staples coming in third while Technology ranks near the bottom. But whats also notable is the role of mega-cap stocks. Within Technology the usual large suspects are dragging down the sector even though the average Tech stock is doing just fine. Meanwhile Communication Services shows the exact opposite picture: Google and Meta are supporting the sector while the average stock in the group is posting the worst performance among all S&P [---] stocks. https://twitter.com/i/web/status/2018287431691235525"  
[X Link](https://x.com/DualityResearch/status/2018287431691235525)  2026-02-02T11:36Z [----] followers, [----] engagements


"@jwkprod_ @AndreasSteno @truflation Agree. The key point is that trend direction matters more than absolute levels https://x.com/DualityResearch/status/2022327831758545048s=20 Ignore the absolute level of @truflation's CPI Index but definitely pay attention to the direction its headed. https://t.co/SroTzIf3t9 https://x.com/DualityResearch/status/2022327831758545048s=20 Ignore the absolute level of @truflation's CPI Index but definitely pay attention to the direction its headed. https://t.co/SroTzIf3t9"  
[X Link](https://x.com/DualityResearch/status/2022332136658010259)  2026-02-13T15:28Z [----] followers, [--] engagements


"@howtoswingtrade @truflation 💯"  
[X Link](https://x.com/DualityResearch/status/2022334057502364104)  2026-02-13T15:36Z [----] followers, [--] engagements


"Our Market Playbook helps us distinguish between risk-on and risk-off markets. When the market is risk-off we step aside. When its risk-on we break things down further into three bullish stages. Each stage does its part and together they give us a clearer picture of where the opportunities are. 👉🏼 Subscribe to get access to our Market Playbook (Link in bio)"  
[X Link](https://x.com/DualityResearch/status/2016898627965489645)  2026-01-29T15:37Z [----] followers, [----] engagements


"66% of S&P [---] stocks are beating the index YTD 👉🏼 This is the best market participation since [----] and the 2nd best in [--] years. This weeks price action is just another rerun of the past [--] weeks. 👇🏼 +2.13% Equal-Weight S&P [---] +1.67% S&P [---] ex Mag7 +0.54% S&P [---] ex Technology -0.10% S&P [---] -1.36% Technology -3.45% Mag7 https://t.co/3kK0HAa98Z This weeks price action is just another rerun of the past [--] weeks. 👇🏼 +2.13% Equal-Weight S&P [---] +1.67% S&P [---] ex Mag7 +0.54% S&P [---] ex Technology -0.10% S&P [---] -1.36% Technology -3.45% Mag7 https://t.co/3kK0HAa98Z"  
[X Link](https://x.com/DualityResearch/status/2020106830383329658)  2026-02-07T12:06Z [----] followers, [----] engagements


"Read more here 👇🏼 https://substackfwd.xyz/url=https://dualityresearch.substack.com/p/week-6-77d https://substackfwd.xyz/url=https://dualityresearch.substack.com/p/week-6-77d"  
[X Link](https://x.com/DualityResearch/status/2020106833789071532)  2026-02-07T12:06Z [----] followers, [---] engagements


"Ready for a surprise 👀😮 Heres the YTD performance of the average stock across the following S&P [---] (sub-)sectors: +19.2% Hardware (Tech) 👈🏼🚀 +17.4% Energy +16.3% Semiconductors (Tech) 👈🏼🚀 +15.9% Materials +12.1% Staples +11.4% Industrials +5.6% S&P [---] +5.0% Discretionary +3.5% Real Estate +2.9% Technology +2.9% Health Care +2.8% Utilities --------------------------------------------- -0.4% Financials -4.7% Communication Services -17.0% Software (Tech) 👈🏼🤮🚨"  
[X Link](https://x.com/DualityResearch/status/2020135943198372110)  2026-02-07T14:01Z [----] followers, [----] engagements


"The tone shift we saw last week was a direct response to index behavior. But contrary to what many think opportunities arent disappearing theyre just shifting. 👉🏼 Dont confuse volatility with a trend reversal. Thats often how investors end up getting trapped https://dualityresearch.substack.com/p/dont-confuse-volatility-with-a-trend https://dualityresearch.substack.com/p/dont-confuse-volatility-with-a-trend"  
[X Link](https://x.com/DualityResearch/status/2020828937354461687)  2026-02-09T11:55Z [----] followers, 19.5K engagements


"RT @SubuTrade: @DualityResearch shares some great research & charts. One of my favorite follows. Check out their work"  
[X Link](https://x.com/DualityResearch/status/2020830496335560717)  2026-02-09T12:01Z [----] followers, [--] engagements


"Rotation out of Tech is starting to weigh on sentiment Even though the S&P [---] has been flat over the past month the AAII Bull-Bear Spread just saw its biggest 4-week drop in almost a year"  
[X Link](https://x.com/DualityResearch/status/2021957990623195598)  2026-02-12T14:42Z [----] followers, [----] engagements


"Tomorrows inflation data will benefit one last time from favorable year-over-year base effects. With the base effect peaking in January even a 0.4% month-over-month increase would still push headline inflation lower on a YoY basis. The median forecast for tomorrows print however is 0.26%. https://twitter.com/i/web/status/2022002976835912125 https://twitter.com/i/web/status/2022002976835912125"  
[X Link](https://x.com/DualityResearch/status/2022002976835912125)  2026-02-12T17:40Z [----] followers, [----] engagements


"Ignore the absolute level of @truflation's CPI Index but definitely pay attention to the direction its headed. 💸 January US CPI +2.39% YoY https://t.co/Un6oBwkuQX 💸 January US CPI +2.39% YoY https://t.co/Un6oBwkuQX"  
[X Link](https://x.com/DualityResearch/status/2022327831758545048)  2026-02-13T15:11Z [----] followers, [----] engagements


"This weeks price action is just another rerun of the past [--] weeks. 👇🏼 +2.13% Equal-Weight S&P [---] +1.67% S&P [---] ex Mag7 +0.54% S&P [---] ex Technology -0.10% S&P [---] -1.36% Technology -3.45% Mag7"  
[X Link](https://x.com/anyuser/status/2020105335105519960)  2026-02-07T12:00Z [----] followers, [----] engagements


"Failure of a top H&S is a strong bullish signal If a normal Head & Shoulders top forms but prices do not break the neckline or break it briefly and then rally back above it Schabacker says this is not neutral. It shows that selling pressure was insufficient and that the market still has underlying strength. https://twitter.com/i/web/status/2020897567765094757 https://twitter.com/i/web/status/2020897567765094757"  
[X Link](https://x.com/DualityResearch/status/2020897567765094757)  2026-02-09T16:28Z [----] followers, [----] engagements


"This 👇🏼 Once sentiment turns bullish it usually stays there for a while You need bulls for a bull market. https://t.co/LSRI8s8Uve You need bulls for a bull market. https://t.co/LSRI8s8Uve"  
[X Link](https://x.com/DualityResearch/status/2021532145051935016)  2026-02-11T10:29Z [----] followers, [----] engagements


"👇🏼 https://substackfwd.xyz/url=https://dualityresearch.substack.com/subscribe https://substackfwd.xyz/url=https://dualityresearch.substack.com/subscribe"  
[X Link](https://x.com/DualityResearch/status/2022002980317450597)  2026-02-12T17:40Z [----] followers, [---] engagements


"Read more here 👇🏼 https://substackfwd.xyz/url=https://dualityresearch.substack.com/p/cpi-january https://substackfwd.xyz/url=https://dualityresearch.substack.com/p/cpi-january"  
[X Link](https://x.com/DualityResearch/status/2022327835634135472)  2026-02-13T15:11Z [----] followers, [---] engagements


"Tech dispersion continued this week winners and losers everywhere depending on where youre looking. +2.94% Avg Semi Stock +0.75% Equal-Weight Technology +0.50% Avg Hardware Stock -0.43% Semiconductors -0.55% Software -1.44% Avg Software Stock ------------------------------------------- -1.98% S&P [---] Technology ------------------------------------------- -5.77% Hardware"  
[X Link](https://x.com/DualityResearch/status/2022661733504926035)  2026-02-14T13:18Z [----] followers, [----] engagements


"🗓 Weekly Highlights - Week [--] $TSN $IDXX $PLTR $NXPI $CLX $SPOT $PYPL $PFE $PEP $MPC $GOOGL $CMG $AMD $SNAP $ENPH $DIS $UBER $BSX $FI $JCI $QCOM $F $SWKS $ALGN $ORLY $LLY $RBLX $COP $HLT $PM $AMZN $NET $EXPE $AFRM $TTWO $CBOE $FTV $KIM"  
[X Link](https://x.com/DualityResearch/status/1885058693609197875)  2025-01-30T20:13Z [----] followers, [----] engagements


"The S&P [---] rose +2.70% in January ⚖ The average stock returned +3.44% 💪🏼 [---] stocks outperformed the index 📈 Best sector: #CommunicationServices +9.0% 📉 Worst sector: #Technology -2.9% 📈 Best stock: $CEG +34.1% 📉 Worst stock: $EIX -32.4%"  
[X Link](https://x.com/DualityResearch/status/1885637700293668977)  2025-02-01T10:33Z [----] followers, [---] engagements


"The S&P [---] fell -0.24% this week ⚖ The average stock returned -0.63% 💪🏼 [---] stocks outperformed the index 📈 Best sector: #Staples +1.6% 📉 Worst sector: #Discretionary -3.6% 📈 Best stock: $PLTR +34.4% 📉 Worst stock: $FMC -38.1%"  
[X Link](https://x.com/DualityResearch/status/1888270478789292106)  2025-02-08T16:55Z [---] followers, [---] engagements


"From bear steepener to bull flattener Ever since the soft CPI on January [--] the yield curve has started to flatten. Specifically its a bull flattening which typically signals lower inflation expectations and potential easing of monetary policy. Here we show a 20-day smoothed version of the US yield curve"  
[X Link](https://x.com/DualityResearch/status/1889310515328872788)  2025-02-11T13:48Z [---] followers, [---] engagements


"After a healthy 2-month consolidation speculative stocks seem ready to take the next leg higher. Here's $ARKK breaking out to new multi-year highs"  
[X Link](https://x.com/DualityResearch/status/1890165620991488280)  2025-02-13T22:26Z [---] followers, [---] engagements


"🗓 Weekly Highlights - Week [--] $MDT $ALLE $ETR $VMC $BIDU $OXY $ANET $CDNS $EQT $IFF $ADI $ETSY $WING $GRMN $TRMB $CVNA $TOST $ANSS $BMRN $EXAS $WMT $BABA $U $BIRK $SHAK $BKNG $MELI $XYZ $RIVN $NEM"  
[X Link](https://x.com/DualityResearch/status/1890376945411444887)  2025-02-14T12:25Z [----] followers, [----] engagements


"The S&P [---] rose +1.47% this week ⚖ The average stock returned +0.47% 💪🏼 [---] stocks outperformed the index 📈 Best sector: #Technology +3.8% 📉 Worst sector: #HealthCare -1.1% 📈 Best stock: $SMCI +32.1% 📉 Worst stock: $WST -33.2%"  
[X Link](https://x.com/DualityResearch/status/1890760577003249915)  2025-02-15T13:50Z [----] followers, [---] engagements


"The S&P [---] fell -1.66% this week ⚖ The average stock returned -0.68% 💪🏼 [---] stocks outperformed the index 📈 Best sector: #Utilities +1.4% 📉 Worst sector: #Discretionary -4.3% 📈 Best stock: $SMCI +17.0% 📉 Worst stock: $AXON -24.9%"  
[X Link](https://x.com/DualityResearch/status/1893393781405208587)  2025-02-22T20:13Z [---] followers, [---] engagements


"@bespokeinvest Classic maybe because its the most under-owned large -cap Tech stock according to Morgan Stanley"  
[X Link](https://x.com/DualityResearch/status/1894374885431894511)  2025-02-25T13:12Z [---] followers, [---] engagements


"Did we just see a massive defensive unwind right as the S&P [---] dipped into oversold territory (RSI 30) for the first time since October [----] 👀 Staples hit resistance and fell about 6% from Mondays highs to Fridays close $XLP $RSPS"  
[X Link](https://x.com/DualityResearch/status/1900655200962056342)  2025-03-14T21:08Z [----] followers, [---] engagements


"Odds for making new lows in this correction high But to make new 52w lows we'd have to currently sell off around 20% from the highs. And for that to happen we'd likely need a recession which is unlikely imo. Yields and the dollar reversed sharply in early January so we should start seeing positive economic surprises right about now contrary to popular belief"  
[X Link](https://x.com/DualityResearch/status/1906696667115450403)  2025-03-31T13:14Z [----] followers, [--] engagements


"The S&P just spent [--] straight days with RSI under [--] longest stretch since [----] Thats a serious momentum drought. Interestingly that [--] RSI mark lines up pretty well with whether price is riding above or below its 30-day EMA. Not exact but pretty close"  
[X Link](https://x.com/DualityResearch/status/1915890759922028567)  2025-04-25T22:08Z [----] followers, [---] engagements


"Large speculators / hedge funds are holding their largest net short positions since the market bottomed in early April. Let that sink in"  
[X Link](https://x.com/DualityResearch/status/1946537462169247813)  2025-07-19T11:47Z [----] followers, 105.8K engagements


"The S&P [---] just tagged another all-time high with 10% of stocks hitting new 52-week highs the most since early March. Once the equal-weighted S&P [---] finally breaks out to new highs expect that number to shoot even higher"  
[X Link](https://x.com/DualityResearch/status/1948122506528796927)  2025-07-23T20:46Z [----] followers, [----] engagements


"The ratio between the S&P [---] and Low Volatility stocks has just broken out to new all-time highs flashing a green light for more risk-taking and for this rally to keep moving higher. At the same time everyones waving the caution flag about seasonality risks and choppy waters ahead. Which camp are you in for the next [--] months 👀 https://twitter.com/i/web/status/1950149315365581300 https://twitter.com/i/web/status/1950149315365581300"  
[X Link](https://x.com/DualityResearch/status/1950149315365581300)  2025-07-29T11:00Z [----] followers, [----] engagements


"Nothing really bad happens when investment grade spreads are below [---] Since credit spreads usually widen before major market peaks which isnt happening right now we see these tight spreads as a sign that the corporate bond market is feeling pretty confident about US growth a view the latest earnings season backs up"  
[X Link](https://x.com/DualityResearch/status/1962856024299233462)  2025-09-02T12:31Z [----] followers, 10K engagements


"Are you gonna bet against these two lines continuing to move together While large-cap stocks and Bitcoin have already broken well above their 2021/2022 highs small-caps and Ethereum remain below their [----] peaks. The result Massive 4-year bases that are coiled up and ready to pop https://x.com/DualityResearch/status/1966427846915604603 https://x.com/DualityResearch/status/1966427846915604603"  
[X Link](https://x.com/DualityResearch/status/1966445431942201357)  2025-09-12T10:15Z [----] followers, [----] engagements


"Right now the S&P [---] is sitting around 8% above its February peak. But net dollar exposure from asset managers and hedge funds has dropped almost 40% since it topped out last November. 🗂 File under: things that haven't changed since the April bottom"  
[X Link](https://x.com/DualityResearch/status/1972717351478169901)  2025-09-29T17:37Z [----] followers, [----] engagements


"Updated to reflect what October could look like if average daily inflows run at: $125M $250M $375M or even $500M. A useful rule of thumb for spotting tactical tops in Bitcoin is when 30-day inflows into all Bitcoin ETFs exceed $7.5 billion. Although data is limited this has often coincided with a short-term top or signaled that most of the upside move had already played out. Right now https://t.co/vy5BjZtXdh A useful rule of thumb for spotting tactical tops in Bitcoin is when 30-day inflows into all Bitcoin ETFs exceed $7.5 billion. Although data is limited this has often coincided with a"  
[X Link](https://x.com/DualityResearch/status/1975157881910755662)  2025-10-06T11:15Z [----] followers, [----] engagements


"@granthawkridge Just like $RSP list of new highs should finally start to expand 📈"  
[X Link](https://x.com/DualityResearch/status/1975181091406258680)  2025-10-06T12:47Z [----] followers, [---] engagements


"The VIX Index just crashed more than 25% from its intraday highs today. Similar pullbacks when the VIX was above [--] (about one standard deviation above its long-term average) have typically coincided with market lows in the S&P 500"  
[X Link](https://x.com/DualityResearch/status/1979281371408613625)  2025-10-17T20:20Z [----] followers, 101.7K engagements


"On average the S&P [---] gained 9.21% over the next three months when the intraday VIX drawdown exceeded 25% from its highs. The VIX Index just crashed more than 25% from its intraday highs today. Similar pullbacks when the VIX was above [--] (about one standard deviation above its long-term average) have typically coincided with market lows in the S&P [---]. https://t.co/U6y4N3Fb0S The VIX Index just crashed more than 25% from its intraday highs today. Similar pullbacks when the VIX was above [--] (about one standard deviation above its long-term average) have typically coincided with market lows in"  
[X Link](https://x.com/DualityResearch/status/1979299484954955965)  2025-10-17T21:32Z [----] followers, 39.5K engagements


"When volatility unwinds this fast it often signals a short-term rebound for stocks. Still were keeping an eye on a few risk levels. If we break the October [--] lows more selling could be on the table. Were particularly watching high-yield credit spreads and a couple of risk gauges: Discretionary vs Staples and High Beta vs Low Volatility"  
[X Link](https://x.com/DualityResearch/status/1980232197022908627)  2025-10-20T11:18Z [----] followers, [----] engagements


"Thanks to @MarketWatch for highlighting our latest insights check it out https://www.marketwatch.com/livecoverage/stock-market-today-dow-sp500-nasdaq-shy-of-records-treasury-yield-4-percent-netflix-earnings/card/the-vix-spiked-and-then-dived-last-friday-that-s-good-for-stocks-says-duality-research-SylPJTl4Ul1et7BciQEh https://www.marketwatch.com/livecoverage/stock-market-today-dow-sp500-nasdaq-shy-of-records-treasury-yield-4-percent-netflix-earnings/card/the-vix-spiked-and-then-dived-last-friday-that-s-good-for-stocks-says-duality-research-SylPJTl4Ul1et7BciQEh"  
[X Link](https://x.com/DualityResearch/status/1980902816127356972)  2025-10-22T07:43Z [----] followers, [----] engagements


"Over the next [--] months inflation data will benefit from favorable year-over-year comparisons. With the base effect peaking in January even a monthly average increase of 0.3% would still bring headline inflation lower"  
[X Link](https://x.com/DualityResearch/status/1981739279857357049)  2025-10-24T15:07Z [----] followers, [----] engagements


"@1leone 👇🏼 https://substackfwd.xyz/url=https://dualityresearch.substack.com/p/why-price-earnings-insight https://substackfwd.xyz/url=https://dualityresearch.substack.com/p/why-price-earnings-insight"  
[X Link](https://x.com/DualityResearch/status/1982748414862622889)  2025-10-27T09:57Z [----] followers, [--] engagements


"Happy Fed day to those who celebrate There's a 100% chance of a 25bps rate cut today. By first-half of 2026: 54% chance of at least [--] cuts By end of 2026: 52% chance of at least [--] cuts"  
[X Link](https://x.com/DualityResearch/status/1983480952803541306)  2025-10-29T10:28Z [----] followers, [----] engagements


"Price Earnings Insight 👉🏼 Higher profitability demands a higher valuation premium Using our profitability-adjusted model todays P/E comes out to 17.75x. - Less than one standard deviation above its 20-year average of 16.2x - Lower than back in July when the index was about 5% cheaper. So yeah if this is a bubble its probably the cheapest bubble in history. https://twitter.com/i/web/status/1985318075168682419 https://twitter.com/i/web/status/1985318075168682419"  
[X Link](https://x.com/DualityResearch/status/1985318075168682419)  2025-11-03T12:08Z [----] followers, [----] engagements


"@MosesSternstein You can read more here https://substackfwd.xyz/url=https://dualityresearch.substack.com/p/why-price-earnings-insight https://substackfwd.xyz/url=https://dualityresearch.substack.com/p/why-price-earnings-insight"  
[X Link](https://x.com/DualityResearch/status/1985583887452434507)  2025-11-04T05:44Z [----] followers, [---] engagements


"Pretty remarkable how fast everyones getting worried. For what its worth here are a few levels to watch on the S&P [---] $SPY"  
[X Link](https://x.com/DualityResearch/status/1985739586212151685)  2025-11-04T16:03Z [----] followers, [----] engagements


"@murphycharts Over the last [--] years fwd profit margins explain more than 60% of fwd P/E for the S&P [---]. The chart below is from our article we put out in July"  
[X Link](https://x.com/DualityResearch/status/1985979716499570935)  2025-11-05T07:57Z [----] followers, [--] engagements


"@murphycharts https://substackfwd.xyz/url=https://dualityresearch.substack.com/p/why-price-earnings-insight https://substackfwd.xyz/url=https://dualityresearch.substack.com/p/why-price-earnings-insight"  
[X Link](https://x.com/DualityResearch/status/1985979767846248727)  2025-11-05T07:57Z [----] followers, [--] engagements


"The S&P [---] snapped a 137-day streak without two consecutive RSI closes below [--]. Looking back this ranks as the fifth-longest momentum run since [----] with the last one stretching from [----] into [----]. The good news: other streaks lasting at least six months tend to keep performing pretty well even after the streak finally snaps"  
[X Link](https://x.com/DualityResearch/status/1987850036298809567)  2025-11-10T11:49Z [----] followers, [----] engagements


"Luckily not everything runs through D.C. The ASA Staffing Index which tracks weekly shifts in temporary and contract work is a great alternative to the Temporary Help Services category and works as a leading indicator for where Nonfarm Payrolls (and the broader economy) may be headed. And heres the part we like: the ASA Index hasnt stopped climbing since the government shutdown [--] weeks ago marking [--] straight weeks of positive year-over-year growth"  
[X Link](https://x.com/DualityResearch/status/1987868503362203918)  2025-11-10T13:02Z [----] followers, [----] engagements


"Energy is the only sector still seeing forward earnings fall this year (-10.1%). In contrast Technology stands out as the strongest performer posting EPS growth of 24.1% year-to-date"  
[X Link](https://x.com/DualityResearch/status/1989643773417328765)  2025-11-15T10:36Z [----] followers, [---] engagements


"Read more here 👇🏼 https://substackfwd.xyz/url=https://dualityresearch.substack.com/p/week-46-8ea https://substackfwd.xyz/url=https://dualityresearch.substack.com/p/week-46-8ea"  
[X Link](https://x.com/DualityResearch/status/1989643777200521503)  2025-11-15T10:36Z [----] followers, [---] engagements


"Investors are getting scared about Tech losing its froth even though Tech running hot was exactly what made them uncomfortable in the first place. Lack of leadership isnt the problem in itself. What truly matters is if Tech starts to challenge the underlying trend a move we saw earlier this year. So far however all were seeing is a reversion back to trend"  
[X Link](https://x.com/DualityResearch/status/1990388374486606141)  2025-11-17T11:55Z [----] followers, [----] engagements


"Stocks are catching a bid at a logical support zone. The anchored VWAP from the August 1st NFP-revision selloff is helping to steady prices for now but NVDAs earnings tonight will likely determine the markets near-term direction"  
[X Link](https://x.com/DualityResearch/status/1991184620683952588)  2025-11-19T16:39Z [----] followers, [----] engagements


"This week the S&P [---] fell -1.9% 📉 👉🏼 Technology: -4.7% 👉🏼 S&P [---] ex-Tech: -0.4%"  
[X Link](https://x.com/DualityResearch/status/1992271364208890194)  2025-11-22T16:38Z [----] followers, 41.4K engagements


"The amount of cuts that got priced out of December didnt just disappear. What we lost in December is basically being shifted into [----]. Whats new and a bit surprising is that the market has now added more cuts to [----] than it took away from December. 👉🏼 So net-net this market now expects even more easing through next year than it did before Powell shut down the idea of a December cut"  
[X Link](https://x.com/DualityResearch/status/1992921592804888884)  2025-11-24T11:41Z [----] followers, [----] engagements


"This market is telling us to keep it simple: We peaked when Powell pushed back against a December rate cut. So until those December odds firm back up or the Fed begins offering more genuinely dovish forward guidance its hard to see the market finding a sustainable bid"  
[X Link](https://x.com/DualityResearch/status/1992923850288562642)  2025-11-24T11:50Z [----] followers, [----] engagements


"The ASA Staffing Index which tracks weekly shifts in temporary and contract work hasnt stopped climbing for [--] straight weeks now and is telling us that the Temporary Help Services category from the NFP report is about to catch higher. Both serve as leading indicators of where Nonfarm Payrolls (and the broader economy) may be headed. 👉🏼 The labor market is recovering. (Historically these are classic early-cycle signs: businesses see more activity so they add hours and temps before committing to costly full-time hires.)"  
[X Link](https://x.com/DualityResearch/status/1993722240215486909)  2025-11-26T16:43Z [----] followers, [----] engagements


"Today could mark the first time in history that both a Zweig Breadth Thrust and a deGraaf Breadth Thrust trigger on the same day a rare and powerful market signal Yesterday saw a DeGraaf Breadth Thrust (55%+ of S&P [---] stocks hit a [--] day high). [--] weeks ago we got a Zweig Breadth Thrust. Here's what happens when we get both Thrusts within a month of each other: https://t.co/xGvgb5HJck Yesterday saw a DeGraaf Breadth Thrust (55%+ of S&P [---] stocks hit a [--] day high). [--] weeks ago we got a Zweig Breadth Thrust. Here's what happens when we get both Thrusts within a month of each other:"  
[X Link](https://x.com/DualityResearch/status/1994366607238508879)  2025-11-28T11:23Z [----] followers, 22.9K engagements


"This isnt just an oversold bounce its a genuine buying thrust. What might further confirm things is the solid chance of a Zweig Breadth Thrust and even a deGraaf Breadth Thrust kicking in next week"  
[X Link](https://x.com/DualityResearch/status/1994481300166549606)  2025-11-28T18:59Z [----] followers, 12.6K engagements


"While the S&P [---] eked out another monthly gain both the average and median stock actually performed quite well in November"  
[X Link](https://x.com/DualityResearch/status/1994710936968482850)  2025-11-29T10:12Z [----] followers, [----] engagements


"The odds of a December rate cut have returned to being fully priced in. Just days ago those odds were below 25%. That doesnt exactly reflect well on the Feds communication strategy"  
[X Link](https://x.com/DualityResearch/status/1995466398106058880)  2025-12-01T12:13Z [----] followers, [----] engagements


"Three weeks ago we pointed out that a drift back toward Techs long-term relative trendline against the S&P [---] ex-Tech Index is basically just your garden-variety pullback. It shakes out some of the excess and helps keep the market healthier. The only time it gets worrisome is when we break more than a standard deviation below trend. That didnt happen which strongly suggests the weakness we saw was simply a routine overdue correction"  
[X Link](https://x.com/DualityResearch/status/1998080750109782034)  2025-12-08T17:22Z [----] followers, [----] engagements


"Whether the VIX closes above its 10-day moving average today or not its worth paying attention"  
[X Link](https://x.com/DualityResearch/status/1998377016236900405)  2025-12-09T12:59Z [----] followers, [----] engagements


"Software accounts for roughly 1/3 of the Technology sector or 11.6% of the S&P [---]. With the Software sub-sector already reclaiming its summer lows a similar move by Microsoft would likely provide a strong tailwind for Technology into year-end"  
[X Link](https://x.com/DualityResearch/status/1998742782018457727)  2025-12-10T13:13Z [----] followers, [----] engagements


"The market is currently pricing in [--] rate cuts in [----] with April viewed as the earliest possible timing for the first cut. However the markets end-2026 probability distribution is highly dispersed with roughly: - 1/3 pricing in [--] or less cuts - 1/3 pricing in [--] cuts - 1/3 pricing in [--] or more cuts"  
[X Link](https://x.com/DualityResearch/status/1998809171626475737)  2025-12-10T17:36Z [----] followers, [----] engagements


"It was a down week for the S&P [---] (0.6%) but a solid one for the average stock which rose 0.8%. 💪🏼 [---] stocks outperformed the index"  
[X Link](https://x.com/DualityResearch/status/2000210700778545588)  2025-12-14T14:26Z [----] followers, [----] engagements


"No matter how you slice it cap-weighted or equal-weighted the Russell [----] has not only beaten large-caps since the November lows but it has actually outperformed every single S&P [---] sector"  
[X Link](https://x.com/DualityResearch/status/2000537363244593659)  2025-12-15T12:04Z [----] followers, [----] engagements


"In yesterdays issue we discussed why small caps could be on the verge of breaking out of a nearly 5-year downtrend against large-cap stocks. First for small caps to work two things really need to be in place: - Financial conditions need to be easing - Economic activity needs to be picking up Right now both of those appear to be in place. On top of that the technical picture is finally lining up in a way that gives this relative move a real tailwind. As our next chart shows and unlike the last couple of times where this trend was tested and failed small-cap strength is this time being backed"  
[X Link](https://x.com/DualityResearch/status/2000910568715063609)  2025-12-16T12:47Z [----] followers, [----] engagements


"💸 The inflation print for November just hit the tape Heres our complete breakdown of last months CPI. 🤏🏼 Long press to load in 4K"  
[X Link](https://x.com/DualityResearch/status/2001679930506240317)  2025-12-18T15:44Z [----] followers, [---] engagements


"If you look under the hood of this years S&P [---] gains the good news is clear: earnings growth not multiple expansion is carrying the market"  
[X Link](https://x.com/DualityResearch/status/2003073636748730830)  2025-12-22T12:02Z [----] followers, [----] engagements


"If we run the same return breakdown for the Nasdaq [---] the Mag [--] or even small-caps these indexes are actually seeing meaningful valuation contraction"  
[X Link](https://x.com/DualityResearch/status/2003073641223983420)  2025-12-22T12:02Z [----] followers, [----] engagements


"The S&P [---] rose 16.4% in [----] with most of the gain coming from earnings growth (+13.6%) with a smaller contribution from multiple expansion (+2.5%). Of all sectors Technology saw the biggest valuation contraction. Energy stood out as the only sector with declining forward earnings and also the one that experienced the largest multiple expansion. https://twitter.com/i/web/status/2006700509218934847 https://twitter.com/i/web/status/2006700509218934847"  
[X Link](https://x.com/DualityResearch/status/2006700509218934847)  2026-01-01T12:14Z [----] followers, [----] engagements


"If youre expecting an up year like we are history suggests you should think in terms of something closer to a 17% gain not a single-digit grind. That puts the S&P [---] around [----]. At that level our earnings/valuation matrix points to roughly 2224x earnings assuming [----] EPS lands between $340 and $360 by year-end. That will sound expensive to plenty of investors. But by that point forward profit margins are expected to reach about 15.6%. So yes well likely continue to hear the word bubble as bearish chants only grow louder the more powerful this bull market becomes. But in our view this"  
[X Link](https://x.com/DualityResearch/status/2008116951617348026)  2026-01-05T10:02Z [----] followers, [----] engagements


"This bull market is broadening fueled by an aggressive rotation out of Technology names. While we remain constructive on the broader market for [----] we cant ignore when the pendulum swings too far in one direction. (1/4)"  
[X Link](https://x.com/DualityResearch/status/2010680017752064068)  2026-01-12T11:47Z [----] followers, [----] engagements


"Technology has dropped over 6% since October [--] while the rest of the market the S&P [---] ex-Tech Index has gained more than 5%. Thats a massive swing of nearly [--] percentage points in just [--] trading days. Put in perspective it doesnt get much worse than this. 50-day relative returns are nearly [--] standard deviations below the 20-year average. Normally Tech outperforms the rest of the market by about [---] percentage points over a typical [--] day window. (2/4)"  
[X Link](https://x.com/DualityResearch/status/2010680021732495578)  2026-01-12T11:47Z [----] followers, [----] engagements


"In our view the cleansing of the AI trade since October is setting the stage for a tactical bounce. Given the relative oversold picture and the fact that price is holding above all key anchored VWAPs wed bet this pattern simply resolves in the direction of the underlying trend higher. 👉🏼 That said wed be careful about going too light on Tech (3/4) https://twitter.com/i/web/status/2010680025578688531 https://twitter.com/i/web/status/2010680025578688531"  
[X Link](https://x.com/DualityResearch/status/2010680025578688531)  2026-01-12T11:47Z [----] followers, [---] engagements


"Techs recent slump has a silver lining: the sector is looking pretty cheap. With forward earnings still on the rise the 6% price drop in Tech has actually translated into almost an 18% contraction in forward P/E multiples. Right now the sector trades around 26x next 12-month earnings right in line with its 5-year average. However profit margins over the past five years averaged 25.8% but today theyre closer to 31%. This bull market is broadening fueled by an aggressive rotation out of Technology names. While we remain constructive on the broader market for [----] we cant ignore when the"  
[X Link](https://x.com/DualityResearch/status/2010694006225633636)  2026-01-12T12:43Z [----] followers, [----] engagements


"Heres our chart that shows the weight of the [--] main CPI categories and their respective sub-groups on the left. On the right you can see how each item contributes to the overall index YoY. And heres our chart breaking down Core CPI YoY showing items with the most disproportionate impact. Core CPI was up 0.24% on the month with some outsized drivers like Hotels Admissions and especially Airline Fares. Notably some items saw significant declines this time particularly Telephone Services and Used Cars. https://twitter.com/i/web/status/2011106735755333865"  
[X Link](https://x.com/DualityResearch/status/2011106735755333865)  2026-01-13T16:03Z [----] followers, [---] engagements


"Small-caps closed yesterday at a new 11-month relative high vs large-caps as the Russell [----] continues to challenge its multi-year downtrend against the S&P 500"  
[X Link](https://x.com/DualityResearch/status/2011406078307979571)  2026-01-14T11:52Z [----] followers, [----] engagements


"Tech is down on the year but forward earnings estimates are growing faster than anywhere else resulting in the biggest valuation contraction in the S&P [---] so far"  
[X Link](https://x.com/DualityResearch/status/2012538421143556153)  2026-01-17T14:52Z [----] followers, [---] engagements


"Today we explained why we expect small-caps to continue outperforming large-caps over the next [---] months. For small-caps to shine two conditions must align: Easing Financial Conditions + Improving Economic Activity As our chart below shows this rare alignment is finally re-emerging after nearly [--] years of persistent headwinds"  
[X Link](https://x.com/DualityResearch/status/2013632743893057739)  2026-01-20T15:20Z [----] followers, [----] engagements


"Small-caps closed last week at fresh all-time highs and finally broke out to a new 52-week high vs large-caps as the Russell [----] continues to challenge its multi-year downtrend against the S&P 500"  
[X Link](https://x.com/DualityResearch/status/2013632747458195580)  2026-01-20T15:20Z [----] followers, [---] engagements


"Our breakdown of this weeks heavy trading activity also shows Semiconductor names dominating the leaderboard. 👇🏼"  
[X Link](https://x.com/DualityResearch/status/2015042958991527939)  2026-01-24T12:44Z [----] followers, 11.9K engagements


"🗓 Weekly Highlights - Week [--] $KBH $JPM $GS $WFC $C $BLK $CNXC $SNV $BAC $MS $PNC $UNH $TSM $JBHT $OZK $SLB $STT $FAST $TFC $HBAN"  
[X Link](https://x.com/DualityResearch/status/1877667568493699473)  2025-01-10T10:43Z [----] followers, [---] engagements


"🗓 Weekly Highlights - Week [--] $REP.SM $BC.IM $LISP.SW $PGHN.SW $OCDO.LN $OMV.AV $PSN.LN $JMT.PL $GAW.LN $RIO.LN $EXPN.LN $BOSN.SW $VTY.LN $DPLM.LN $CFR.SW $WISE.LN $AKER.NO $ANTO.LN $DG.FP $TW.LN $PSON.LN $WTB.LN $SAFE.LN $GEBN.SW $ZEHN.SW"  
[X Link](https://x.com/DualityResearch/status/1877667571819753593)  2025-01-10T10:43Z [----] followers, [---] engagements


"🗓 Weekly Highlights - Week [--] $SCHW $DHI $PLD $KEY $MMM $NFLX $UAL $IBKR $COF $STX $JNJ $PG $HAL $ABT $APH $KMI $AA $STLD $DFS $GE $AAL $ALK $FCX $MKC $TXN $ISRG $CSX $AXP $VZ $NEE $HCA $FCNCA"  
[X Link](https://x.com/DualityResearch/status/1879934293889495248)  2025-01-16T16:50Z [----] followers, [----] engagements


"🗓 Weekly Highlights - Week [--] $BEAN.SW $ALO.FP $ABDN.LN $CWK.LN $AZA.SS $DOCM.SW $KOMN.SW $EZJ.LN $BARN.SW $ICG.LN $EGT.SS $INVEB.SS $SAND.SS $TRYG.DC $SWEDA.SS $ESSYTY $ABF.LN $GALE.SW $HUBN.SW $AUTN.SW $GIVN.SW $BRBY.LN $SFSN.SW $LIGHT.NA $EMMN.SW $GJF.NO $SVT.LN"  
[X Link](https://x.com/DualityResearch/status/1879934298146632104)  2025-01-16T16:50Z [----] followers, [---] engagements


"Our Bitcoin ETF flow chart which we usually lean on to spot tactical tops shows that 30-day flows across all ETFs have finally turned green again after a long painful stretch. What kicks off the next wave of inflows remains to be seen but for now its good to see 30-day net flows turning positive from deeply negative levels. https://twitter.com/i/web/status/2013589829322510652 https://twitter.com/i/web/status/2013589829322510652"  
[X Link](https://x.com/DualityResearch/status/2013589829322510652)  2026-01-20T12:30Z [----] followers, [----] engagements


"Credit spreads barely budged today $HYG $IEI On headline-driven days like today zoom out and focus on what actually matters. 👉🏼 Nothing really bad happens when investment grade spreads are below [---] https://t.co/mJ9hI2YvxI On headline-driven days like today zoom out and focus on what actually matters. 👉🏼 Nothing really bad happens when investment grade spreads are below [---] https://t.co/mJ9hI2YvxI"  
[X Link](https://x.com/DualityResearch/status/2013729674405306489)  2026-01-20T21:45Z [----] followers, [----] engagements


"Despite Materials showing leadership on both cap- and equal-weighted basis Semiconductors are actually the top-performing group. On a standalone basis the average Semi stock is up +13.0%. (Semiconductors would represent the largest S&P [---] sector accounting for nearly 15% of the index.) 👉🏼 The median Semiconductor name is up even +17.3% year-to-date well ahead of Materials whose median stock ranks second at a 9.0% gain. https://twitter.com/i/web/status/2015042955078500430 https://twitter.com/i/web/status/2015042955078500430"  
[X Link](https://x.com/DualityResearch/status/2015042955078500430)  2026-01-24T12:44Z [----] followers, [----] engagements


"Will Software pull off a similar rebound to what we saw three years ago Right now the ratio vs the S&P [---] has already undercut the [----] highs just like it did in late [----] and the good news is that it has since moved back above that key risk-level. For now this is shaping up to look like a classic bear trap very similar to the one we saw three years ago. https://twitter.com/i/web/status/2015744053946564844 https://twitter.com/i/web/status/2015744053946564844"  
[X Link](https://x.com/DualityResearch/status/2015744053946564844)  2026-01-26T11:10Z [----] followers, [----] engagements


"The long-term average of the AAII BullBear Spread is on the verge of flipping bullish and thats a positive development in its own right. Once sentiment turns bullish it usually stays there for a while especially if that 26-week average spent more than six months in bearish territory. The result Stocks went up averaging +16.2% over the next year and higher every single time. 👉🏼 We need bulls to have a bull market https://twitter.com/i/web/status/2016516618398957582 https://twitter.com/i/web/status/2016516618398957582"  
[X Link](https://x.com/DualityResearch/status/2016516618398957582)  2026-01-28T14:20Z [----] followers, [----] engagements


"If Kevin Warsh does manage to convince Fed members toward a more accommodative stance we think current Fed pricing remains too conservative. As the chart below shows markets expect rates to reach Terminal by the end of this year implying roughly two more cuts. The lower panel also shows that markets arent pricing in any additional cuts in [----] effectively calling an end to this easing cycle. https://twitter.com/i/web/status/2018429259698569537 https://twitter.com/i/web/status/2018429259698569537"  
[X Link](https://x.com/DualityResearch/status/2018429259698569537)  2026-02-02T21:00Z [----] followers, [---] engagements


"Moreover the real-time inflation data from Truflation which has done a solid job of signaling where the official numbers are likely headed suggests that a Terminal Rate around 3% is indeed too high. 👉🏼 Trend direction matters more than absolute levels"  
[X Link](https://x.com/DualityResearch/status/2018429263561543889)  2026-02-02T21:00Z [----] followers, [---] engagements


"@LanceRoberts @albertedwards99 Truflation Index 👉🏼 Trend direction matters more than absolute level"  
[X Link](https://x.com/DualityResearch/status/2019415776835571893)  2026-02-05T14:20Z [----] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing