Thoughts on the Market

Index Myopia: How Bears Could Reemerge

Thoughts on the Market

Sep 2 •

Duality Research

Today’s Relative Strength, Tomorrow’s Narratives

Thoughts on the Market

Aug 25 •

Duality Research

Inside the Yield: What’s Really Moving Rates

Thoughts on the Market

Aug 11 •

Duality Research

Seasonal Scare, Structural Strength

Thoughts on the Market

Aug 4 •

Duality Research

Why Price ÷ Earnings ≠ Insight

Thoughts on the Market

Jul 28 •

Duality Research

Perspective Over Projection

Thoughts on the Market

Jul 21 •

Duality Research

Bucking the Tariff Trend

Thoughts on the Market

Jul 14 •

Duality Research

Short-Term Tired, Long-Term Wired

Thoughts on the Market

Jul 7 •

Duality Research

A Landscape Reshaped by New Upside Drivers

Thoughts on the Market

Jun 30 •

Duality Research

The Drag Is Real

Thoughts on the Market

Jun 23 •

Duality Research

No News Cascade, No Market Break

Thoughts on the Market

Jun 16 •

Duality Research

Quiet Bullish Signs Behind Loud Bearish Skepticism

Thoughts on the Market

Jun 9 •

Duality Research

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts