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URBAN LEGEND OR NOT — Testing two crypto-finance assumptions
Legend One: “Bitcoin is digital gold.” Legend Two: “Bitcoin leads the Nasdaq.”
Apr 28
•
Thomas Look
1
Two-Step Test + BTC/Gold Decoupling
Special Focus: The next few trading days may show the ultimate direction
Apr 27
•
Thomas Look
1
Silicon’s Bull, Five Layers Deep
The semiconductor leadership extends beyond the megacaps — interconnects, memory, power, packaging, materials all leading.
Apr 26
•
Thomas Look
2
The global bull market in stocks may extend into late Summer 2026
Risk on assets may continue to lead with Europe lagging, Asia leading, and the Nasdaq to rule them all.
Apr 25
•
Thomas Look
1
It ain't over until it is over
The software selloff after ServiceNow and IBM has a fundamental reason. And that reason is exactly what makes this the defining test of the bottom…
Apr 24
•
Thomas Look
2
1
Broadening, Not Rotation — Power Semi Joins, Agentics Recovers
Power Semiconductors just took the one-week lead inside Rubin. Six of seven AW25 sub-sectors completed a synchronized V-shape. Hyperscalers never…
Apr 23
•
Thomas Look
2
The Great Rotation Out of Tech — Season 9, Episode 47
And they get it wrong again
Apr 23
•
Thomas Look
1
1
Rubin outruns the Nasdaq 100 index
By a factor of thirteen.
Apr 21
•
Thomas Look
7
1
The Third Impulse
Nasdaq +5.9% on the week, SMH on 10 consecutive up days, and the Tail-70 catching up to the Top-20. The March consolidation was the pause — this is the…
Apr 21
•
Thomas Look
Gold's Missing Haven Bid
Gold printed its all-time high a month before the Iran war opened. Eight weeks in, it's down 14%. The tape is telling a story about who actually owned…
Apr 20
•
Thomas Look
The SaaS Litmus Test: Is The March Bottom Real?
Claude Design and the panic in the SaaS ecosystem
Apr 20
•
Thomas Look
The Global Bull Market Is Back
The oil plunge unlocked Asia. Korea, Taiwan, India led the global tape. Latin America — home to the major oil exporters — lagged. Europe solid. Middle…
Apr 19
•
Thomas Look
2
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