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![neilksethi Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::2252413050.png) Neil Sethi [@neilksethi](/creator/twitter/neilksethi) on x 12.3K followers
Created: 2025-07-20 14:20:00 UTC

DB: Our measure of equity positioning rose again this week to turn overweight for the first time since late February (0.05sd, 44th percentile). As we have laid out over the last few weeks, even with equities at record highs, positioning is not yet elevated. In the absence of a clear negative catalyst, there is room for positioning to continue trending higher.

![](https://pbs.twimg.com/media/GwTg83DWAAA6qYL.png)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946938143510585770/c:line.svg)

**Related Topics**
[stocks](/topic/stocks)
[neil](/topic/neil)

[Post Link](https://x.com/neilksethi/status/1946938143510585770)