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February 2026

The Semiconductor Gut Check - Is the "Rubin" Trade Taking a Breather?
Price is the only truth
 • Thomas Look
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…
 • Thomas Look
There is always a bull market somewhere
FTSE All-World Ex-US ETF Vanguard (VEU)
 • Thomas Look
King Dollar Cracks: The Decade-Long Trend Snaps
The regime change may finally be here.
 • Thomas Look
The Angel with Bent Legs
How a boy from Pau Grande became Brazil's most beloved footballer — and died forgotten at 49
 • Thomas Look
Software Double Bottom? IGV at Support
Daily Pulse · Feb 20 · Market
 • Thomas Look
Low-Dose Lithium: The Longevity Mineral Hiding in Your Drinking Water
Research Evidence is Building Up
 • Thomas Look
NVIDIA 2030: The Operating System of Global Intelligence
Why the consensus is mispricing the most important infrastructure build in economic history
 • Thomas Look
Introducing the Weekly Signal — Bitcoin Scores 37/100
A new systematic framework for regime analysis. 7 levels, 9 dimensions, one composite score. The first signal is live — and it's bearish.
 • Thomas Look
The AI Barbell: A Market Structure Unlike Anything Since 2000
The stock market is simultaneously pricing AI as the greatest wealth creator in history and fleeing from it as the greatest destroyer of business models…
 • Thomas Look

January 2025

© 2026 Thomas Look - Closelook Venture · Privacy ∙ Terms ∙ Collection notice
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