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The Four Phases of Agentic and SaaS Market Sentiment
Closelooknet - Daily Pulse 2 April
Apr 2
•
Thomas Look
March 2026
Jensen Confirms the Inference Inflection
And Why It Matters for Portfolio Construction
Mar 31
•
Thomas Look
First, you missed NVIDIA. Then you missed memory
The Agentic Ecosystem Index
Mar 30
•
Thomas Look
The $4M Missile vs. the $10K Drone — and What It Means for Investors
Every military on the planet must now invest in two things simultaneously
Mar 29
•
Thomas Look
Bitcoin Weekly Signal: 38/100 — But the Corrective Pattern May Be Ending
The biggest geopolitical shock in years. No new low. What the structure is telling us.
Mar 2
•
Thomas Look
February 2026
The Semiconductor Gut Check - Is the "Rubin" Trade Taking a Breather?
Price is the only truth
Feb 26
•
Thomas Look
1
Bitcoin may be ready for a bounce.
While our recent macro focus has highlighted generational rotations into international equities, a highly compelling, asymmetric tactical opportunity…
Feb 25
•
Thomas Look
There is always a bull market somewhere
FTSE All-World Ex-US ETF Vanguard (VEU)
Feb 24
•
Thomas Look
King Dollar Cracks: The Decade-Long Trend Snaps
The regime change may finally be here.
Feb 23
•
Thomas Look
The Angel with Bent Legs
How a boy from Pau Grande became Brazil's most beloved footballer — and died forgotten at 49
Feb 21
•
Thomas Look
Software Double Bottom? IGV at Support
Daily Pulse · Feb 20 · Market
Feb 20
•
Thomas Look
1
1
Low-Dose Lithium: The Longevity Mineral Hiding in Your Drinking Water
Research Evidence is Building Up
Feb 19
•
Thomas Look
1
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