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Markets

Where markets stand

S&P 500 765.72 +0.41% Nasdaq-100 713.44 +0.35% Dow 532.22 +0.89% Russell 2000 299.96 +0.77% Volatility 18.21 -1.25%

As of 06:17 UTC Indicative levels · not a trading feed

Systematic Market Intelligence

Money Temp 61 Rubin 1,936 40 dispersion cuts — signals today

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Daily Pulse cover for 2026-08-25 - Decision Time for the Semi Complex: a four-panel chart grid of the US semiconductor ETFs XSD, SOXX, SMH and SMHX, each price line drawn back down onto the same rising trendline from the April lows, with the end-of-July lows marked below.
PULSE Decision Time for the Semi Complex All four US semiconductor ETFs closed Monday back on the rising trendline drawn from their April lows: XSD 481.60 (−3.34%), SOXX 506.18 (−2.67%), SMH 546.80 (−2.43%), SMHX 53.77 (−2.92%). Read →

Live channel STREAMING

Just happened on closelook

  1. MIDDAY 10 The Midday 10 — A green tape by midday with the leadership exactly inverted from Monday: the semiconductor complex that closed on its April trendline yesterday is the…
  2. PULSE Decision Time for the Semi Complex
  3. MORNING 10 The Morning 10 — Bitcoin traded 80,484 as of the 05:06 UTC snapshot this morning, up 1.9% from Monday's close — above the 80,000 line the US session refused just hours earlier.
  4. WIRE This week so far (through Aug 25): the S&P 500 rose 0.0% — and the average stock kept pace
  5. WIRE This week's money went to media and telecom and banks and financials; energy was sold
  6. ANALYST RBC Capital initiated TEAM → $215 (+29.1%)
  7. ANALYST RBC Capital initiated FROG → $118 (+31.9%)
  8. EARNINGS INTU beat (+12.6%) — EPS $4.03 vs $3.58 est
  9. PULSE Three Ladders: Gold, Crypto, Materials
  10. WIRE This week Agentic Winners 40 set the pace (+0.4%) while Agentic Ecosystem fell (-3.2%)
  11. WEEKLY The Axis Turned
  12. NEWSLETTER The Week the Leaders Swapped Seats
  13. COMMENTARY Lighter Into the Print, and a Year More Time on NVDA
  14. PRINT RECORD Print Record — NetEase (NTES): 4/10 EPS beats, 2/10 revenue, into the 2026-08-20 print
  15. PRINT RECORD Print Record — Alibaba (BABA): 6/10 EPS beats, 6/10 revenue, into the 2026-08-20 print
  16. EARNINGS DE beat (+8.7%) — EPS $5.10 vs $4.69 est
  17. NEWSLETTER "The Line Broke, and Nobody Cheered"
  18. COMMENTARY Everything Got More Time, Except the One That Didn't
  19. REPORT The Toll at the Only Bridge
  20. REPORT The Toll Nobody Keeps

See all the tape → Analyst wire → Earnings wire →

🌡 Money Temperature Transition 61/100 Rubin 1935.95 −4.73% W/W Agentic 1511.01 −6.80% W/W HALO 1095.72 +1.22% W/W All indices →

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The latest from the desk

Daily Pulse cover for 2026-08-25 - Decision Time for the Semi Complex: a four-panel chart grid of the US semiconductor ETFs XSD, SOXX, SMH and SMHX, each price line drawn back down onto the same rising trendline from the April lows, with the end-of-July lows marked below.
PULSE Decision Time for the Semi Complex All four US semiconductor ETFs closed Monday back on the rising trendline drawn from their April lows: XSD 481.60 (−3.34%), SOXX 506.18 (−2.67%), SMH 546.80 (−2.43%), SMHX 53.77 (−2.92%). Read →
The Morning 10 — ten points to watch on the stock market, every morning
MORNING 10 The Morning 10
TEAM · · ·
Analyst RBC Capital initiated TEAM → $215 (+29.1%)
The Midday 10 — ten lines on the US midday tape
MIDDAY 10 The Midday 10
INTU · · ·
Earnings INTU beat (+12.6%) — EPS $4.03 vs $3.58 est

The Rhythm AUTO

Four reads, one system

The morning map, the midday tape, the day live, the week's one signal — the Morning 10 at 08:00 CET, the Midday 10 at 12:30 ET, the Daily Pulse through the trading day, the Weekly Signal on Sunday at 21:00 CET.

The Morning 10 — ten points to watch on the stock market, every morning.

Today Tue, Aug 25

Bitcoin traded 80,484 as of the 05:06 UTC snapshot this morning, up 1.9% from Monday's close — above the 80,000 line the US session refused just hours earlier. Monday's cash close came in near 78,982, holding the 77,000 floor of the range this page has carried forward but stopping short of the round number above it. Asia's session overnight was otherwise quiet: the Nikkei added 0.26% to 65,698.92, Taiwan edged 0.03% higher to 44,777.06, while KOSPI eased 0.23% to 6,681.45 and Hang Seng slipped 0.25% to 25,453.19 — none of the sharp moves that have marked recent sessions. US futures sit mildly green, NQ at 29,198.00 against 29,105.75 (+0.32%) and ES at 7,676.50 against 7,669.75 (+0.09%), while gold futures eased 0.32% to 4,682.60 against 4,697.80. Monday's US close delivered a split verdict on the build-out complex that this page is carrying whole rather than resolving into one direction. SOXX fell 2.67% to 506.18 but held the 505 line this page has tracked as the wave-count trigger — a midday pierce to 500.84 recovered into the close, so the trigger was not cashed. XLK told a second, quieter story: its 1.78% drop to 180.05 marked a second consecutive close below its 50-day average at 183.04, confirming the rejection this page flagged building. Every mega-cap hyperscaler finished Monday green except the one reporting Wednesday — Microsoft +0.84%, Alphabet +0.94%, Amazon +1.33%, Meta +1.66%, Apple +0.32%, against Nvidia's 2.91% decline heading into its own print. Ex-tech pairs won the full day again: SPXT gained 0.42% against SPY's 0.29% loss, and QQXT added a hair, 0.02%, against QQQ's full 1.00% drop. Walmart's formal print-record score lands this morning — the report itself printed last Thursday and drew a 9.15% punishment that held into that day's close; Monday's 2.69% recovery to 106.49 is a partial walk-back of that verdict, not a reversal of it. German Ifo prints at 08:00 UTC (consensus 87.2, previous 86.6) and US Consumer Confidence follows at 14:00 UTC (consensus 90.3, previous 90.8), both ahead of Nvidia's Wednesday report and Jackson Hole's Thursday-through-Saturday run, Kevin Warsh's first symposium as Fed chair. Point 11 below carries every standing thread forward — the bond veto's third test now three cents from its line, the yen sitting between two falsifiers, the index family's renewed split — against this morning's crypto reversal and the print calendar now fully open.

Read today’s 10 →
  1. 1Bitcoin Takes 80,000 — The Refused Level, Taken Overnight
  2. 2SOXX Holds 505, XLK Confirms 50-Day Rejection
  3. 3Ex-Tech Pairs Win the Full Day Again
  4. 4Every Hyperscaler Green But the One Reporting Wednesday
  5. 5Memory and Optics Take the Session's Sharpest Losses
  6. 6The Bond Veto's Third Test Goes Live — IEF Three Cents From 93.04
  7. 7Walmart's Print-Record Score Lands This Morning
  8. 8The Index Family Splits Again — AW40 Alone Green
  9. 9Ifo and Consumer Confidence Ahead of Wednesday's Referee
  10. 10Outside View — Dan Niles, Niles Investment Management
The Midday 10 — ten lines on the US midday tape

The Midday 10 · trading days 12:30 ET

Ten lines on the US midday tape — movers, the board, the levels.

Read the Midday 10 →
Daily Pulse cover for 2026-08-25 - Decision Time for the Semi Complex: a four-panel chart grid of the US semiconductor ETFs XSD, SOXX, SMH and SMHX, each price line drawn back down onto the same rising trendline from the April lows, with the end-of-July lows marked below.

Daily Pulse · every trading day

Decision Time for the Semi Complex

Read the Pulse →
Weekly Signal cover — several market lines diverging over a city skyline at dusk: the week the leadership axis turned from technology to everything else.

Weekly Signal · Sundays 21:00 CET

The Axis Turned

One signal to define the week →

Signal reads · this week so far (through Aug 25)

The week on the board

Every number below is the Monday-to-Friday week, measured against the week before — refreshed nightly, each card linked to the full surface. Longer-horizon reads live in the Lab.

  1. The Market This week so far (through Aug 25): the S&P 500 rose 0.0% — and the average stock kept pace the Nasdaq 100 -0.4%, small caps -0.2%, the average big stock +0.0% — every number is the Monday-to-Friday week. Last week: -1.4%. Open the full read →
  2. Closelook Indices This week Agentic Winners 40 set the pace (+0.4%) while Agentic Ecosystem fell (-3.2%) Agentic Winners 40 (the AI applications) +0.4% · HALO Growth (broad growth) -0.7% · Rubin Build-Out (the AI build-out) -2.2% · Agentic Ecosystem (the AI-opex layer) -3.2%. Open the full read →
  3. Sectors This week's money went to media and telecom and banks and financials; energy was sold Media and telecom +1.6%, banks and financials +1.4%; energy -2.5%. 7 of 11 sectors green on the week. Open the full read →
  4. Inside Tech The chip majors led tech this week (-0.8%) the chip majors -0.8%, the chip index -1.2%, equal-weight chip stocks -1.5%, broad software -1.5%, cloud software -2.0%. The majors beating equal-weight — the chip bid is narrow. Open the full read →
  5. Cross-Asset Oil fell -6.3% this week — a bigger weekly move than the stock market's Also on the week: gold miners +2.6%, long bonds +1.7%, gold +1.1%. Open the full read →
  6. Breadth 61% of S&P 500 stocks ended the week above their 50-day trend, up from 57% a week earlier The participation read behind the week's move. 9 stocks made new one-year highs against 1 new lows. Open the full read →
  7. Trend Engine Kioxia holds the week's strongest trend score Our Directional Flow engine grades every trend nightly: Kioxia leads at 304; the week's fastest riser is Atlassian (+19.0 in five sessions), the fastest fader Zhipu AI / Z.ai (-29.1). Scan of 2026-08-25. Open the full read →

Rubin · Functional Index LIVE

Rubin Build-Out 100 — the AI-infrastructure tape

Closelooknet's flagship functional index — 125 names across 24 sub-sectors of the AI data-centre build-out, from lithography and memory to power, construction, and physical AI. Four index variants (equal, cap, momentum, active momentum) and a live sector heatmap so the dominant rotation is visible at a glance. Recomputed every US close.

Closes through Aug 25 2026-08-25
Equal Weight CL-RUBIN-EW 1935.95 −4.73% W/W YTD +88.34% · 1M +0.67% Cap Weight CL-RUBIN-CW 1667.35 −3.08% W/W YTD +61.83% · 1M +2.76% Momentum CL-RUBIN-MW 1951.71 −4.73% W/W YTD +89.87% · 1M +0.67% Active Momentum CL-RUBIN-AM 1959.83 −5.21% W/W YTD +91.05% · 1M +0.09%
Sector decomposition · 24 sub-sectors · week over week
Advanced Materials −4.74% W/W Advanced Packaging & Bonding −4.77% W/W AI Factory Systems −2.30% W/W Architects (Chip Design) −1.86% W/W DC Construction −11.46% W/W DC Power & Electrical −3.31% W/W Deposition, Etch & Process −2.28% W/W EDA & Chip IP +0.72% W/W Fab Subsystems & Process Infra −8.74% W/W Foundry & Integration −5.29% W/W Gases, Chemicals & Consumables −0.50% W/W Grid & Power Infrastructure −3.15% W/W HBM Memory −0.06% W/W High-Speed Interconnects −4.63% W/W Lithography −2.18% W/W Machine Vision, Sensing & Edge −3.54% W/W Photomasks & Mask Infrastructure −6.29% W/W Power Semiconductors −5.62% W/W Robotics & Automation −1.40% W/W Storage −9.35% W/W Substrates & Interposers −5.93% W/W Testing & Metrology −8.99% W/W Thermal Management −5.53% W/W Wafer Processing & Precision −5.00% W/W
Rotation direction · this week
Accelerating ↑
EDA & Chip IP +0.72% HBM Memory −0.06% Gases, Chemicals & Consumables −0.50%
Decelerating ↓
DC Construction −11.46% Storage −9.35% Testing & Metrology −8.99%

Signal · Global tech LIVE

What's hot in global tech

The day's signals across the US, Europe and Asia — new highs, breakouts, analyst gaps and breadth — ranked into one board, in native currency. Tech only, global by construction. A diary, not advice.

Stock MRVL Marvell Technology US · Tech
Target raised to $265 $240.38 +4.8%

Susquehanna lifted its price target to $265 from $230 (2026-08-25). · Buy 60/12/1

US close · 25 Aug
Stock NBIS Nebius US · Tech
Target raised to $328 $221.97 +5.2%

Goldman Sachs lifted its price target to $328 from $286 (2026-08-25).

US close · 25 Aug
Stock RBRK Rubrik US · Cyber
Target raised to $114 $92.65 -5.5%

Scotiabank lifted its price target to $114 from $95 (2026-08-25).

US close · 25 Aug
Stock AMD AMD US · Semis
Up 4.9% at the close $479.18 +4.9%

One of the day's strongest moves. · Buy 50/20/0

US close · 25 Aug
Stock 2513.HK Zhipu AI / Z.ai Hong Kong · Tech
Up 5.2% at the close HK$1,059.00 +5.2%

One of the day's strongest moves.

Hong Kong close · 25 Aug
Stock CDNS Cadence Design Systems US · Semis
Up 5.1% at the close $331.90 +5.1%

One of the day's strongest moves.

US close · 25 Aug
Stock DELL Dell Technologies US · Tech
Up 4.2% at the close $451.34 +4.2%

Above both trend lines; one of the day's strongest moves.

US close · 25 Aug
Stock LITE Lumentum US · Tech
Up 6.7% at the close $885.57 +6.7%

Above both trend lines; one of the day's strongest moves.

US close · 25 Aug
Stock COHR Coherent US · Tech
Up 4.6% at the close $288.14 +4.6%

One of the day's strongest moves.

US close · 25 Aug
See the full Signal Board Every signal across the US, Europe & Asia — plus the growing archive

Signal · Analyst Wire LIVE

What the Street just changed

Every US sell-side upgrade, downgrade and price-target move — newest first, each paired with our read: do we track the name, and where it sits on its 50/200-day. Refreshed through the day.

  1. Target SPTX Jones → $32 (+28.9%)
  2. Initiate TEAM RBC Capital → $215 (+29.1%) AW40
  3. Initiate FROG RBC Capital → $118 (+31.9%) AEI
  4. Initiate ACMR Daiwa → $136 (+70.5%)
  5. Initiate LSCC Benchmark → Buy Rubin
  6. PT cut DKS Jefferies → $171 (+37.5%)
See every US analyst call — with our read Latest Aug 25 · ratings, targets, consensus + our 50/200-day

Functional Indices · The Barbell LIVE

The Closelooknet barbell — four sides of the AI trade

One thesis in four functional indices: Rubin tracks what builds the AI factory, Agentic what operates it, Agentic Winners who captures the value, and HALO what AI can't touch. Together they turn the AI build-out into a measurable, decomposable tape — equal-weight levels recomputed every US close.

What enables inference Rubin Build-Out 100 The AI data-centre build-out — silicon, memory, power and cloud. 1935.95 −4.73% W/W YTD +88.34% What operates the factory Agentic Ecosystem The AI operating system — the rails that run, secure and monetize agents. 1511.01 −6.80% W/W YTD +53.11% Who captures the value Agentic Winners 40 Who captures AI value across the stack — 40 names in four ABR-gated tiers. 934.82 +4.41% W/W YTD −4.48% What AI can't touch HALO Growth 100 Durable growth insulated from the AI capex cycle. 1095.72 +1.22% W/W YTD +7.80%

Lab · AI Handoff Board

Where AI's value is moving — build, operate, use

Nine ratios of our own indices track the handoff from building the AI factory (Rubin) to operating it (Agentic Infrastructure) to living off it (Winners). Every ratio incepted at 1.00 on 2026-06-30; closes through 2026-08-25.

From building AI to living off it? Use / Build 1.560 +9.60% W/W since inception +56.05% · thesis ↑ Building AI, or running AI? Operate / Build 1.258 -2.17% W/W since inception +25.83% · thesis ↑ Is trust the new bottleneck? Trust / Execution 0.998 +0.53% W/W since inception -0.22% · thesis ↑ Who checks the machines’ work? Verification / Design 0.962 -9.64% W/W since inception -3.78% · thesis ↑

Lab · Mag Pulse

Is the hyperscaler cohort turning?

The Mag complex spent ~19 months sideways on capex fear. The board reads the turn daily: the hyperscaler cohort against the consumer-AI cohort, and the popular instrument against its standing levels. Closes through 2026-08-21.

Regime-turn line · Hyperscalers ÷ Consumer-AI 1.28 +1.07% W/W 1y indexed · rising = the build-out cohort gets paid Hyperscalers · MSFT AMZN GOOGL -1.18% +1.39% 1Y vs QQQ the thesis longs — does the cohort close the gap? MAGS · the map 67.28 -1.44% W/W +3.30% to the 69.50 shelf · pivot 62.56 held The Torque · ORCL -2.69% -54.88% vs Sep-25 high highest-beta seat — the thesis amplifier, both ways

Macro Dashboards · Leading LIVE

Structural Inflation — a leading monitor

Not a CPI mirror: a leading read on where US inflation pressure is heading and whether it is structural or a transitory shock. 26 FRED series across 7 buckets collapse into three gauges — how hot, heating or cooling, and real or noise.

Level How hot 49/100 Contained Direction Heating / cooling 49/100 Flat Character Structural / transitory 48/100 Mixed

Market Structure · Leading LIVE

Market breadth — how broad is the bull?

The index can sit near highs while only a handful of megacaps carry it. This reads the tape directly: of the ~500 S&P 500 names, how many actually participate — above their 200-day, the median stock's return, how many sectors are working.

Above 200-day Participation 72% Broad Median stock Leadership · YTD +10.9% vs megacap index Sectors positive Rotation 9/11 +11 net 52w highs

Lab · Breadth LIVE

Breadth vs the sector

What the headline hides: are these moves broad, or carried by a few mega-caps? Median constituent vs the index, advancers vs decliners, and a cumulative advance/decline line that tends to turn before price.

Lead Indicators · macro · signal · lab

About closelook.net

Intelligence, signals and portfolios — for global tech investing.

Daily market reads · proprietary functional indices · live model portfolios · real-time pattern signals · and the frameworks behind them.

closelook.net is an independent intelligence, signal and transaction platform for global technology investing. It publishes short-form and long-form editorial reads, proprietary frameworks, functional indices, regime monitors, live model portfolios and a real-time pattern-hit signal scanner.

Eight sections, one spine.

closelook.net is organised around eight connected sections — Pulse, Signal, Indices, Intel, Lab, Portfolios, Tape and Predictions ↗. Every section draws from the same data spine: the proprietary indices, the Money Temperature pipeline, the Pattern Engine and the Cointegration Monitor. Editorial contextualises moves; analysis produces the underlying scores; portfolios and predictions convert those scores into verifiable positions.

Closelooknet sits between a Bloomberg terminal and an investment newsletter — quant-desk methods packaged as free access and premium subscription for retail investors, boutique advisers and family offices.

What Closelooknet is → Browse the 101 series → Compare C+ tiers →

Pulse · Editorial AUTO

Latest editorial

Editorial cards that translate analysis into language: the Daily Pulse — a short pre-market summary published 08:30 New York; Heresies — short-form opinion against the consensus; the Weekly Signal — a Sunday trade call with full reasoning and invalidation; Reports — long-form structural research; the Newsletter — the Substack + LinkedIn long-form companion; and On That Day in Markets — a twice-weekly finance-history quiz.

Pulse · Newsletter

Newsletter family

The long-form companion to the site — a Substack hub plus LinkedIn newsletters tailored to audience-specific frames: global stock markets, US stock markets and hypergrowth. Subscribe on the platform you already read.

Signal · Live signal log LIVE

Latest signals

Live: every Add, Reduce, Roll and Exit across the Closelooknet model portfolios, logged with the reasoning in plain English. SSR-seeds with the static fallback for first paint, then replaces with the freshest rows from /api/signals/trades. The Pattern Engine feed (proprietary patterns from the Directional Alpha framework) joins this page when the signal-ticker worker ships.

  1. Added BESVF AI Buildout May 30

    Reasoning published in the next Daily Pulse, Weekly Signal, or Newsletter.
  2. Exited SIE.D.DX AI Buildout May 30

    Reasoning published in the next Daily Pulse, Weekly Signal, or Newsletter.
  3. Exited BESI.NA AI Buildout May 30

    Reasoning published in the next Daily Pulse, Weekly Signal, or Newsletter.

Indices LIVE

Functional indices

Proprietary indices built to uncover the narratives that drive markets beneath the surface — sector rotation, supply-chain shifts, smart-money positioning. Structured by function, not by SIC classification. Each index is recomputed nightly and evolves as the dominant themes change.

Intel · Reads / 101 / Glossary AUTO

Frameworks and briefs

The substance layer: plain-English 101 entries that explain the concepts behind our signals, glossary terms a quant desk would assume you know, and deep-research briefs on single themes. Every scoring decision on the site traces back to a framework documented here.

Lab · Quant dashboards LIVE

Lab status

Live quantitative dashboards — such as the Money Temperature gauge tracking macro regime shifts, the Cointegration Monitor flagging pair-trading breaks, and rotation trackers across our index families. Each tool publishes its raw data so you can reconstruct the score.

Money Temperature —

Regime uncertainty
56/100
Open →

Cointegration —

7 pairs breaking

SPY/GLD · QQQ/SPY · BTC-USD/QQQ +4 more

Open →

Pattern Engine live

29 alerts today

Latest: DE · PEAD ↑ 70 · US close: S&P +0.18%, NDX +0.46% — Asia close near flat

Open →

AW40 · Agentic —

—

Agentic Winners 40 against its benchmarks and the software/semis rotation.

Open →

Lab · Sector Engine LIVE

Global sector heatmap

11 GICS sectors across 4 regions, refreshed daily. Cross-region spreads, cyclical-defensive rotation, and region-weighted globals — the decomposition that tells you whether a global sector move was actually global, or just one region carrying the average.

Leading sector globally —

Tech +15.4%

Region-weighted across the 4-region matrix · 1-month window

Open →

Lagging sector globally —

Health Care -2.9%

Region-weighted across the 4-region matrix · 1-month window

Open →

Risk-on regime —

EM +7.3%

Strongest cyclical − defensive spread across regions · 1-month

Open →

Portfolios · Model LIVE

Live model portfolios

Live reference portfolios — active discretionary baskets covering tech equities, thematic buildouts, global ETFs and derivatives, plus systematic Rubin trackers (Equal Weight, Momentum, Sector Rotation). Every position is visible daily, every change is logged. Skin in the game, scored against the same benchmarks you would use — no opaque sleeves, no hidden bets.

Tape · Live channel LIVE

Latest tape

Price-action news for the Closelook universe — surfaced from the noise. Bellwether multi-day flow, PEAD signals, watchpoint events and macro cards, posted continuously across the trading day.

The Trading Days

All days →

Every trading day, kept as a permanent page — what the homepage looked like when it mattered.

Predictions · Expert forecasts

Calibrated forecasts, not prediction markets.

Structured forecasts scored on accuracy, not opinion. Community, experts and AI each make their call — the scoreboard is public, the methodology transparent. Predictions closes the loop between intelligence, signal and outcome — it is where Closelooknet keeps itself honest.

Invited experts forecast binary finance questions — FOMC decisions, earnings beats, macro moves, crypto levels. Scoring is Brier + log-loss, not cash. Runs on predictions.closelook.net with its own Cloudflare worker and D1 database. Metaculus model, finance-vertical focus. live

FAQ · Frequently asked

What Closelooknet is, in plain questions.

What is closelook.net?
closelook.net is an independent research and signal platform for global technology investing. It publishes proprietary frameworks, functional indices such as the Rubin Build-Out 100, HALO Growth 100 and Euro-AI Sovereign 50, a Money Temperature regime monitor, a cointegration dashboard, five live model portfolios and a real-time pattern-hit signal ticker. Closelooknet sits between a Bloomberg terminal and an investment newsletter — quant-desk methods packaged as a subscription for retail investors, boutique advisers and family offices.
Who is closelook.net for?
closelook.net is built for three audiences: clever retail investors who manage their own book, boutique advisers running client portfolios, and single or multi-family offices allocating across public tech equity. The common denominator is an investor who wants the transparency of systematic methods without the cost and complexity of a full trading desk. The site is in English with occasional German source material, and the tier structure is designed so that the free layer covers most self-directed users while paid tiers add real-time signals and deeper pattern detail.
What is the Money Temperature?
Money Temperature is a regime monitor computed daily from eight macro instruments — US and German yield curves, the DXY dollar index, gold, oil, copper, credit spreads and implied volatility. Each instrument is scored on trend, cointegration stability and cross-market consistency using Engle-Granger and Hurst statistics. The composite score lands on a 0–100 scale and is rendered as one of three states: 🟢 calm, 🟡 transition or 🔴 stress. The pipeline runs at 23:05 UTC on GitHub Actions and writes its output to a Cloudflare R2 bucket. Live dashboard: Money Temperature lab.
What are functional indices?
A functional index is a rules-based basket constructed around a specific economic function rather than a sector label. The Rubin Build-Out 100 tracks the equity expression of the AI data-centre build-out across 24 sub-sectors with a deliberate Asian weighting. HALO Growth 100 captures functional growth compounders across twelve sectors. Euro-AI Sovereign 50 isolates the European AI sovereignty theme. Because each index is constructed from a function rather than a market-cap float filter, the constituent list can cross traditional index boundaries and is rebalanced on disclosed rules.
How does the signal ticker work?
The signal ticker is an agentic feed. A Cloudflare worker scans the proprietary data sources — the Money Temperature output, the four functional indices, the cointegration monitor and a live pattern library of 51 directional-alpha patterns — every few minutes. When a pattern fires on an instrument in the Closelooknet universe, an Anthropic-powered agent composes a short signal bite with confidence, temperature context and index weight. Bites are written to Cloudflare KV, exposed via /api/signals, and rendered both as a scrolling strip and as a filterable feed.
How is closelook.net different from Bloomberg, Reuters or a typical newsletter?
Bloomberg and Reuters are horizontal — they cover everything at news-wire depth. Closelooknet is vertical: it covers one stack (global tech investing) with proprietary indices, proprietary patterns and its own regime models. A typical newsletter offers opinion without a data spine. Closelooknet offers both: every editorial piece links back to the data that justifies it, and every data view links forward to the editorial that contextualises it. Pricing reflects the positioning — a C+ Premier subscription at $89 per month sits between a newsletter and an institutional data contract.

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