Closelooknet
Pulse
Pulse
Today’s freshest content.
Daily Pulse
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Daily market pulse.
Daily Look
↗
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Live notebook of what I’m watching — 3×/day on Substack Notes.
Heresies
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Short-form opinion against the consensus.
Weekly Signal
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Weekly trade signal.
Follow channels
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Pick Substack (everything), LinkedIn (3 topical), or WhatsApp (push).
Worth a Read
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Outside pieces worth your time — our short take, then a link to the full work.
On That Day
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Twice-weekly finance-history quiz.
Intel
Intel
Frameworks, glossary, reports.
101
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34 finance frameworks, heat-scored.
Glossary
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20 terms, plain English.
Reads
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Deep research dossiers.
Strategies
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How-to explainers grounded in current data.
External Insights
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Guest writers, in full, on Closelooknet.
Indices
Indices
Functional indices and stocks.
Rubin 100
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AI build-out equity index, 100 names.
Rubin Rotation Radar
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Directional Flow across Rubin sectors + Buildout Timeline.
HALO 100
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Functional growth compounders, 12 sectors.
Euro-AI 50
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European AI sovereignty index.
AW25
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Tactical agentic-software sensor array, 25 names.
ABR
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Agentic Barbell Rebalance.
Stock Detail
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Per-ticker OHLC + SMA + RSI.
Lab
Lab
Quant-desk dashboards.
Tools & Dashboards
Temperature
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Money regime monitor — 8 instruments scored across 5 dimensions.
Cointegration Monitor
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Rolling Engle-Granger pair-trade monitor across 6 cross-asset pairs.
Lab Grid
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60+ ETFs scored by Hurst, cointegration, regime.
Global Sectors
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11 sectors × 4 regions heatmap — daily rotation signal.
Sector Rotation
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37 sectors across Rubin / HALO / Euro-AI ranked by performance.
Pattern Library
Pattern Lab
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Methodology hub — every Closelook pattern in one place.
PEAD
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Post-Earnings Announcement Drift — 3-day CAR + 63-day holding.
Pattern 03 — NVIDIA Auth
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NVIDIA Strategic Authority Investment — live cohort + XIRR +109%.
Sector Relative Strength
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11 SPDR sectors vs SPY — 21d / 63d / 252d rankings + RRG quadrant.
Support Confluence
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Log-regression channel confluences across 4 horizons.
Regime Signature
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Grind-Up / Drift-Down quadrant classifier on slope × vol.
Cointegration as Regime
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Lab Read — cointegration as a structural regime, not a state.
Agentic Demand Family
Agentic Demand Map
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8-pulse v3 family hub — where agentic AI demand emerges + who captures value first.
EIP · Enterprise Infra
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Pulse 1 — Compute-Spot × Taiwan AI Supply composite, daily.
EWP · Enterprise Workflow
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Pulse 2 — MCP ecosystem + Claude Code adoption, weekday.
CCP · Consumer Cloud
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Pulse 3 — CF Radar AI bot + Workers AI inference, hourly.
EAP · Enterprise Apps
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Pulse 4 — App-builders basket-momentum (PLTR/CRM/NOW/SAP …), weekly.
CEP · Consumer Endpoints
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Pulse 5 — AI phones / PCs / wearables / XR / OS / silicon, monthly.
IAP · Industrial / Physical
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Pulse 6 — Embedded + automation + robotics + auto-AI, monthly.
TBP · Tollbooths
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Pulse 7 — Hyperscaler + Neo-cloud + API-gateway value-capture, weekly.
ASP · Agentic Security
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Pulse 8 — Endpoint / Network / Identity / Data / Governance, weekly.
Signal
Signal
Live trade signals.
Live Feed
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Live trade signals.
AW25 Overlay
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AW25 vs benchmarks, Rubin, and the software/semis rotation.
Directional Flow
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Leading-indicator flow — daily after US close.
Pattern Engine
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Live pattern-hit signals — Lab methodology applied.
Portfolios
Portfolios
Live model portfolios.
Active
Global Tech 50
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Core 50-stock tech basket.
AI Buildout
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AI infrastructure thematic.
Hypergrowth
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Accelerator names.
Global ETFs
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Diversified ETF allocation.
Derivatives
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Cash-secured options.
Systematic
Rubin Equal Weight
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1/N at 2025-12-30, quarterly last-trading-day rebalance back to equal weight.
Rubin Momentum
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Drift since 2025-12-30 inception, no scheduled rebalance — first manual 2026-06-30.
Rubin Sector Rotation
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Event-driven sector rotation, signal-tilted.
Tape
Tape
Mon–Fri live channel.
Feed
→
Single chronological feed; tag pills filter inside cards.
Methodology
→
Card types, grounding, schedule.
Predictions
↗
Substack
↗
—
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0
Latest
Mark all read
Pulse
today
The New Value Stocks That Traditional Value Investors Like To Overlook
A new class of value stocks is developing — and many traditional value investors have deliberately overlooked it. Old-tech hardware names — Dell, HPE, Texas Ins
Pulse
1d ago
Bitcoin Is Sitting on the Line That Decides the Regime
Not decided — which is exactly why it's interesting. 71,581 is the hinge, 60,000 is the verdict. BTC trades at 73,248, down 2.47% today, back on the 50% retrac
Pulse
2d ago
Gold's First Wave Down
Short-term channel says 400. Long-term trend says relax. 2026 says: nothing here. GLD trades at 408.56 mid-session today, down 1.31%, sitting on the lower rail
Pulse
3d ago
Pattern 03 cohort — NVIDIA equity deployments as Rubin Build-Out leading indicator
Pattern 03 admits a public-equity name when NVIDIA discloses a corporate equity stake (Tier 1) or admits the company to a named NVIDIA architecture layer (Tier
Newsletter
4d ago
Risk-On Broadens — Memory Leads the Build-Out
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Indices
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Indices
Rubin 100
·
Rubin Rotation Radar
·
HALO 100
·
Euro-AI 50
·
AW25
·
ABR
·
Stock Detail
← HALO 100 Dashboard
Rubin 100 Charts →
Euro-AI 50 Charts →
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Analysis View (TradingView)
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Index values refresh after each US close.
Closelooknet Functional Indices · Base 1,000 = Jan 2, 2025