Archive - Closelooknet

AI Trade - Premium or Volume?

The Labs Ask for a Slowdown and the Physical Layer Pays First: Kospi −3.3%, SoftBank −11%, Nasdaq-100 Futures −1.6%, Brent at a New High

22 hrs ago • Thomas Look

Sold on Price, Bought on Flow

One signal to define the week and shape the month. Three minutes, six questions. Every Sunday at 21:00 CET — scored the next.

Sep 13 • Thomas Look

Paid — the Test Bench, the Fibre and Korean Memory. Charged — the Control Plane and American Storage.

The Names Into the Fed Week

Sep 13 • Thomas Look

The Bill Came Before the Number

The world index gave back its record in four sessions and closed five cents under the line

Sep 12 • Thomas Look

Oil settles at $107.63 and energy stocks fall anyway

On fourteen big oil days since May the sector rose every time; Thursday it didn’t

Sep 11 • Thomas Look

Producer prices rise 0.4%, 5.4% on the year, with oil at $105

What today’s PPI and Friday’s CPI actually measure, and why the Fed reads them in this order

Sep 10 • Thomas Look

Wall Street opens with memory chips up and almost everything else down

Oil hits $100 and Europe sells off 2%

Sep 9 • Thomas Look

Inflation week: the market prices a 60% Fed hike, our structural monitor reads 49 and flat

The pressure is oil, not wages, and bonds have already paid for it

Sep 8 • Thomas Look

Semiconductors Surge While Blue Chips Slip on a Divided Day

Friday’s session delivered a split verdict

Sep 7 • Thomas Look

The Flow Said Software, the Price Said Silicon

— Out of China, Into the Tools

Sep 6 • Thomas Look

Software Gave Its Year Back in a Day, the Chips Got Off the Floor

The Number Beat the Beat

Sep 6 • Thomas Look

The Record Arrived on a Hot Number

The world index closed at a record, the yen re-crossed its wire, and the belly of the curve failed a fourth time

Sep 5 • Thomas Look

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