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![TiltFolio Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1920128936010244096.png) TiltFolio [@TiltFolio](/creator/twitter/TiltFolio) on x XXX followers
Created: 2025-07-25 19:00:16 UTC

@KobeissiLetter Agreed!

One way to see this objectively is to compare $XLY to $XLP, or consumer discretionary stocks versus consumer staples. Notice the significant deterioration since the highs of 2021, despite the index making ATHs. 

Here's our free indicator applied to a chart:

![](https://pbs.twimg.com/media/GwuZ_6SWoAAzw0b.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948820616351465952/c:line.svg)

**Related Topics**
[stocks](/topic/stocks)
[$xlp](/topic/$xlp)
[$xly](/topic/$xly)

[Post Link](https://x.com/TiltFolio/status/1948820616351465952)