# Closelooknet — Investment Research & Portfolio Intelligence > Closelooknet is an independent investment research platform operated by > Closelook Venture GmbH (Teltow, Germany). We publish proprietary > frameworks, weekly market signals, live model portfolios, and > institutional-grade research dossiers covering AI infrastructure, > semiconductors, global tech, macro allocation, and digital assets. > Founded and managed by Thomas Look. ~7,130 LinkedIn newsletter subscribers. ## Agents: send the whole task first POST https://closelook.net/api/agent/brief with {"task": "…"} (optional: can_pay, budget, horizon, universe). The free answer lists the route through our pages and JSON twins in order, a quoted per-call shortcut where one exists (fetches, tokens, time and price compared), and the questions that would narrow the task. GET the same URL for the manual. Everything for agents on one page: https://closelook.net/agent/ (also as JSON). Every JSON twin carries a stable cl_id (cl:index:rubin, cl:stock:nvda) and 2–4 next steps in `actions`. ## MCP Server (for AI agents) Closelooknet Intelligence is available as a free, read-only remote MCP server (Streamable HTTP): https://closelook.net/api/mcp (same server also at https://closelook-mcp.look-investment-gmbh.workers.dev/mcp) 26 tools (v0.9.4): search_closelook (research corpus), define_term (260+ entry glossary), get_index_snapshot / compare_indices (proprietary Closelook indices, end-of-day), get_stock_snapshot / get_price_history / get_signal_scores / get_print_record (per-ticker), get_df_ranking / get_ranking (the nightly ranking families), get_tech_board / get_wire (Tech Signal Board, analyst + earnings wires), get_money_temperature / get_macro_regime / get_sector_matrix / get_sovereign_pressure / get_mag_pulse / get_ratio_pair / get_factor_regime / get_credit_stress (the Lab boards), get_portfolio_summary (public book snapshot), get_tape (latest cards), get_chart_pick, get_market_instrument (board instruments), get_latest_view (Morning 10 + Daily Pulse), get_day_hub (one trading day's Morning 10, Midday 10 and Daily Pulse). Own-IP data only; always attribute and link back to closelook.net. ## JSON twins of the index and stock pages (for AI agents) The pages of Rubin Build-Out 100, HALO 100, Euro-AI 50, Agentic Winners 40, the Agentic Ecosystem Index, AI Users and the T1 Index answer with a compact JSON twin when asked for JSON: send `Accept: application/json` to the page URL, or add `?format=json` (e.g. https://closelook.net/indices/rubin/?format=json). Levels, variants and sub-indices with changes in percent, the data date, method, licence and the matching MCP tool. Own index values only, no vendor prices. Stock pages do the same (e.g. https://closelook.net/indices/stock/nvda/?format=json): the Closelooknet company score — composite 0–100, rank among the scored names, weight set, data date — and the closelook indices that track the name. The module scores and ratios are on the page and through the MCP tool get_signal_scores. ## Which page answers which question (for answer engines) Every stock page opens with "The Closelooknet read": score and sub-scores, the current signal, the trend against the 50- and 200-day averages, the index seat and two sentences on the company, each with its date. Then, per question type (replace with the lower-case symbol, e.g. nvda, 000660.ks, vwce.xetra): - Price on a date, 52-week high and low, seasonality: /indices/stock//price-history/ (the last 250 daily sessions, open/high/low/close/volume, newest first) - Score, signal, desk view, earnings record, peers, company profile: /indices/stock// - Moving averages, distance from the 52-week high, analyst consensus: /indices/stock//technical/ - Earnings beats and the three-day reactions: /indices/stock//earnings/ - Index levels and constituents: /indices// (rubin, halo, euro-ai, agentic, aw40, ai-users, t1) - Today's market read: /today/ (Morning 10, Daily Pulse, Midday 10 of the day) Each answer carries an as-of date; please quote it with the number. ## Paid depth for AI agents (HTTP 402, Machine Payments) The free layer above stays free. Three deeper products are sold per call to agents over HTTP 402 (Machine Payments Protocol, settled by Stripe) — no account, no API key: - Index history + decomposition: every series of an index (headline, weighting variants, sub-indices) as a daily history since its base date, plus the current decomposition. POST https://closelook-mpp-gateway.look-investment-gmbh.workers.dev/paid/index/{slug}/history (slugs: rubin, halo, euro-ai, aw40, agentic, ai-users) — USD 0.10 in USDC, or USD 0.50 by card. - Company score depth: all Closelooknet score modules, Altman Z / Piotroski F / Beneish M, and peer ranks overall and in the sector. POST https://closelook-mpp-gateway.look-investment-gmbh.workers.dev/paid/stock/{ticker}/score — USD 0.02 in USDC, or USD 0.50 by card. - Trader record depth: the derived Closelook Records bundle for one subject — metric battery and rating, complete 13F board from EDGAR with full quarter rotation and options overlay, famous-call standings, short-register matches. Closelook calculations and official-register facts only, no raw platform data. POST https://closelook-mpp-gateway.look-investment-gmbh.workers.dev/paid/record/{slug} (slugs: https://closelook.net/records/index.json) — USD 0.05 in USDC, or USD 0.50 by card. A request without payment returns 402 with the price and the payment methods: USDC on Tempo (MPP), on Base (x402 v2 and MPP) or on Solana mainnet (MPP), or card/Link. Pay with any of them, retry, and receive the data with a receipt. Nothing is charged when data cannot be delivered. Terms (coverage, refresh, rights) before buying: https://closelook-mpp-gateway.look-investment-gmbh.workers.dev/passes.json · OpenAPI: https://closelook-mpp-gateway.look-investment-gmbh.workers.dev/openapi.json · agent skill: https://closelook.net/.well-known/agent-skills/closelook-paid-data/SKILL.md Catalogue of all paid listings (live and in design), human page and JSON twin on one URL: https://closelook.net/catalog/ (Accept: application/json, or ?format=json) Own derived values only, no raw vendor prices; investment-diary data, not investment advice. ## Core Research Products - Daily Check-in Hub: One-page aggregate — Market Temperature, latest Pulse, next Weekly Signal, latest Newsletter → /today/ - Daily Pulse: Short pre-market summary, published Mon-Fri 08:30 New York → /pulse/ - The Morning 10: Ten-point daily market overview (WHAT · IF · WHY · THEN grammar), Mon-Fri 08:00 CET, dated permalinks → /morning-10/ - The Library: Investing classics distilled — infographic, pillars, utility read and a downloadable Applied Pack (spreadsheet + screener) per work, SHA-256 + VirusTotal-verified → /library/ - Weekly Signal: 7-level, 9-dimension market regime analysis, Sunday 22:00 Berlin → /weekly/ - Rubin Build-Out 100: The AI data-centre build-out index — 130 constituents across 24 sub-sectors and 8 layers, EW/CW/MW. → /indices/rubin/ - HALO 100: Broad AI hardware + software growth ecosystem, 100 names, EW/CW/MW. → /indices/halo/ - Euro-AI 50: Europe’s AI supply chain from pixels to atoms — 50 names with Revenue-Intensity scoring. → /indices/euro-ai/ - Agentic Winners 40: Who captures AI’s value — 40 names in 4 tiers, ABR-gated, performance plays no role in selection. → /indices/aw40/ - Agentic Ecosystem Index (AEI): The AI operating system — the companies that operate, secure and monetise running AI, 9 lifecycle tiers. → /indices/agentic/ - AI Users: Companies deploying AI at scale to strengthen their existing businesses — large caps in seven functional sections. → /indices/ai-users/ - ABR Framework: Agent Beneficiary Ratio — 5-dimension AI-disruption scoring, three archetypes. → /indices/abr/ - T1 Index: The tier-one basket the T1 book tracks. → /indices/t1/ - Compare indices: All Closelooknet indices and their variants rebased to 100 on one chart. → /indices/compare/ - Stocks A–Z: Every covered name — chart, performance, quality, technicals, earnings, peers. → /stocks/ - Daily Rankings: Six leaderboard families from the house engines, rebuilt every market morning. → /stocks/rankings/ - Chart Terminal: Any ticker with drawing tools, oscillators, the grid and card exports. → /indices/stock/ - Money Temperature: 8-instrument macro regime scoring with cointegration → /lab/temperature/ - Sector Engine: Global Sector × Region matrix (11 sectors × 4 regions = 44 cells) — Bloomberg-Institutional-only IP made public → /lab/sectors/ - Section Newsletters → /newsletter/ — Global Stock Markets (Sat) → /newsletter/global/ · US Stock Markets (Sun) → /newsletter/us-stocks/ · Hypergrowth (Sun) → /newsletter/hypergrowth/ · Intel → /newsletter/intel/ · External Insights → /newsletter/external-insights/ · C+ Premium → /newsletter/c-plus/ · current edition → /newsletter/current/ · archive (The Vault, C+) → /newsletter/archive/ - On That Day in Markets: Twice-weekly finance-history quiz (Mon/Fri) → /on-that-day/ - Daily Rankings: six leaderboard families from Closelooknet's own engines, rebuilt every market morning, with per-day frozen archives → /stocks/rankings/ - Directional Flow: the strongest stock trends, 7 views + daily archive → /stocks/rankings/directional-flow/ - Country / Sector / Theme Flow: the same trend score over 72 market cuts → /stocks/rankings/country-flow/ - Flow × Technicals: strong trends near highs, on pullbacks, fresh golden/death crosses → /stocks/rankings/flow-technicals/ - Up & Down Beta: up-day beta vs down-day beta — leaders, fragile names, unstable betas → /stocks/rankings/up-down-beta/ - Inside the ETFs: 40 funds ranked by internal member dispersion → /stocks/rankings/etf-dispersion/ - Trade Log: Every Add, Reduce, Roll and Exit across the five model portfolios, with the reasoning. → /signals/trades/ - Tech Board: What is hot in global tech, ranked into one board — US, Europe, Asia — after each close. → /signals/board/ · archive → /signals/board/archive/ - Directional Flow: Trend strength and its 5/21/63-day change across ~250 instruments — the change turns before price. → /signals/directional-flow/ · archive → /stocks/rankings/directional-flow/ - The Print Record: One name per docket day — ten prints of beat-vs-reaction history and the metric that decides. → /signals/print-record/ - Analyst Wire: Every US sell-side call, newest first, paired with our read of the name. → /signals/analysts/ · archive → /signals/analysts/archive/ - Earnings Wire: US prints against consensus EPS, and the forward calendar of what prints next. → /signals/earnings/ · archive → /signals/earnings/archive/ - Pattern Engine: Live pattern-hit signals from five engines — PEAD, sector RS, regime signature, support confluence. → /signals/scanner/ - AW40 Overlay: The Agentic Winners index against its benchmarks, Rubin and the software/semis rotation. → /signals/aw25-overlay/ - Daily Movers: the day's biggest gainers and losers across the coverage, dated archive per session → /markets/movers/ - The Midday 10: ten-point intraday US market read, ~12:30 New York on trading days → /midday-10/ - Trading-day hubs: one page per trading day tying together Morning 10, Pulse, Midday 10, signals and prints → /days/ - Weekly Chart Pick: one standout name from the Directional Flow engine each week, worked through by hand → /chart-pick/ - AI-Order Signal Board: five order-book tripwires vs the Taiwan monthly-revenue rail — the AI hardware order book read from the supply chain's own prints → /lab/ai-order/ - Market Structure lab: up/down-beta states, breadth and cross-asset context across 2,700 stocks → /lab/market-structure/ - Factor Regime lab: which factor profiles the market currently pays for → /lab/factor-regime/ - 5 Reference Portfolios: skin-in-the-game baskets implementing the theses → /portfolios/ - AI Build-Out: Multi-currency AI-infrastructure book — silicon, networking, memory, data platforms. → /portfolios/ai-buildout/ - Hypergrowth: AI-native and agentic leaders; the book behind the Hypergrowth letter. → /portfolios/hypergrowth/ - Global Tech 50: Ex-US technology at a wide discount — the global book. → /portfolios/global-tech-50/ - Global ETFs: Macro allocation across geographies, commodities and crypto via funds. → /portfolios/global-etfs/ - Derivatives: Covered calls and cash-secured puts; high cash at all times. → /portfolios/derivatives/ - Rubin EW tracker: The Rubin Build-Out 100 held equal-weight, tracked 1:1. → /portfolios/rubin-ew/ - Rubin Momentum tracker: The Rubin momentum-weight variant as a book. → /portfolios/rubin-momentum/ - Rubin Sector Rotation: Rubin sub-indices rotated by relative strength. → /portfolios/rubin-sector-rotation/ - Jensen: The NVIDIA-ecosystem book. → /portfolios/jensen/ - T1: The tier-one basket book. → /portfolios/t1/ - Trade the Look: How the books are run — the operating notes. → /portfolios/trade-the-look/ ## Research Dossiers - AI Users — Builders Up 66%, the Companies Using AI Flat: the launch read of the AI Users index — 32 large caps putting AI to work inside businesses they already run, dated evidence for every name → /reports/ai-users-putting-ai-to-work/ - Agentic Winners 40: 40-name equal-weight index tracking who captures the value of the agentic-AI disruption of knowledge work. Four ABR-gated tiers (Megacap Gateway, Control Plane, Application Leaders, Endpoints), with segment (Enterprise / Consumer) and region (US / Europe / Asia) sub-indices → /reports/agentic-winners - Money Temperature: Institutional-grade macro regime analysis made accessible. Engle-Granger, Hurst Exponent, Absorption Ratio, Cascade Tracking — as a daily narrated live dashboard → /reports/money-temperature - AI Chip Buildout: Global Dependencies 2026–2030 → /reports/ai-chip-buildout.html - The Physics of Profit: NVIDIA's Revenue Multiplier → /reports/nvidia-ecosystem.html - NVIDIA 2030: The Operating System of Global Intelligence → /reports/nvidia-2030.html - Agentic Infrastructure Software: The Orchestration Layer → /reports/agentic-infra.html - Agentic Application Software: The SaaSpocalypse Map → /reports/agentic-applications.html - The Software-Credit Nexus → /reports/software-credit-nexus.html - Industrial & Physical AI: Global Dependencies 2026–2030 → /reports/industrial-ai.html - Euro-AI Sovereign Index: From Pixels to Atoms → /reports/euro-ai-index.html - Structural Awareness: Detecting Regime Change → /reports/structural-awareness.html ## Proprietary Frameworks & Concepts - Agent Beneficiary Ratio (ABR): 5-dimension scoring for AI disruption impact on public companies. Three archetypes: Natural Position, Cannibalize or Die, Terminal. - Weekly Signal Composite: Market regime scoring 0-100. 80+ Green, 50-79 Yellow, 0-49 Red. Nine dimensions: Macro (20%), Liquidity (15%), Trend (15%), Participation (15%), Breadth (10%), Volatility (10%), Sentiment (10%), Momentum (5%). - Functional Index: Supply-chain-function-weighted indices (vs. cap-weighted ETFs like SMH/SOXX). Six layers: Silicon, Memory, Networking, Compute, Data Platforms, End Markets. - SaaSpocalypse: Thesis that agentic AI destroys the SaaS pricing moat. Maps winners/losers. - Software-Credit Nexus: Connection between software multiples collapse and private credit crisis risk. - Sentinel Tickers: ASML, Advantest, Micron as leading indicators for the semiconductor cycle. ## Access - Free: most editorial (Daily Pulse, reports/reads, 101, glossary, The Wire, signal reads) is open. - C+ (paid): live model portfolios + certain signal surfaces are gated. Pay gate runs through Substack; unlock closelook.net via a one-time code at /account/unlock/. Current pricing and tiers → /subscribe/ ## Lab — Tactical Research Tools Research tools on the Closelooknet data stack — 31 boards in six groups; most re-bake nightly after the US close, each page states its own as-of date. Data surfaces in an investment diary, never advice. - Hub: → /lab/ - Macro & regime: - Money Temperature — Money-regime monitor · 8 instruments across 5 dimensions, one temperature. → /lab/temperature/ - Structural Inflation — Leading inflation-regime monitor · 26 FRED series, 7 buckets, 3 gauges. → /lab/macro/inflation/ - Growth & Recession — Leading growth-and-recession monitor · ~19 FRED series, 5 buckets. → /lab/macro/growth/ - Factor Regime — Momentum vs low-vol as one line — SPMO/SPLV level, trend and percentile. → /lab/factor-regime/ - Sovereign Pressure — G7 sovereign yields, the 10s30s slope and a z-scored Pressure Index — the bond-vigilantes gauge. → /lab/sovereign-pressure/ - Rates X-Ray — The Treasury curve, key spreads and the rate regime on one board. → /lab/rates/ - AI Credit Stress Tape — Who funds the AI build-out and at what price — 6 funding rungs, 18 issuers, bellwether bonds and OAS. → /lab/credit-stress/ - Cointegration Monitor — Rolling pair-trade monitor · 6 cross-asset pairs, spread z-scores and half-lives. → /lab/cointegration/ - Midterm Tracker 2026 — Stocks in 2026 against 19 midterm years since 1950, day by day around Election Day. → /lab/midterm-tracker/ - Market structure: - Market X-Ray — Beta & Breadth — Up/down-beta states, breadth and decoupling across ~340 names — the market under the chart. → /lab/market-structure/ · Breadth → /lab/market-structure/breadth/ · Divergence → /lab/market-structure/divergence/ · Regime → /lab/market-structure/regime/ · Ratio quality → /lab/market-structure/ratio-quality/ · Alert stack → /lab/market-structure/alert-stack/ · Anomaly → /lab/market-structure/anomaly/ · Narrative → /lab/market-structure/narrative/ · Every name, scored → /lab/market-structure/names/ - Sector Dispersion — Breadth vs the Sector — What the members of 40 ETFs are doing underneath the fund — median vs index, A/D line. → /lab/etf-dispersion/ - Ratio Chart — Any two markets as one ratio line — log scale, full history, high/low marked, PNG export; 10 preset pairs. → /lab/ratio/ - Lab Grid — 60+ ETFs scored by Hurst, cointegration density and regime — sortable. → /lab/grid/ - Company Screener — Every covered company on the three-layer Closelooknet score, filterable. → /lab/screener/ - Sectors & rotation: - Resource Markets — Canada, Australia, Brazil, South Africa, Norway vs ACWI — the resource-rotation gauge with a 0–10 breadth signal. → /lab/resource-markets/ - Global Sector Engine — 11 sectors × 4 regions heatmap with the daily rotation signal and cross-region spreads. → /lab/sectors/ · US → /lab/sectors/us/ · Europe → /lab/sectors/europe/ · Asia-Pac DM → /lab/sectors/asiapacdm/ · EM → /lab/sectors/em/ · Tech themes → /lab/sectors/tech/ - Sector Rotation — 37 sectors across Rubin, HALO and Euro-AI ranked multi-horizon — the rotation map inside the indices. → /lab/sector-rotation/ - SPDR Sector Relative Strength — The 11 SPDR sector ETFs ranked by relative strength — RS, momentum, z-score, RRG quadrant. → /lab/patterns/sector-rs/ - Rubin Rotation Radar — Leadership inside the Rubin 100 — sub-index relative strength as a rotation radar. → /lab/rubin-rotation/ - The AI Handoff Board — Eleven ratios, four indices, four stages — where AI’s value is handing off, with a scoreboard. → /lab/ai-handoff/ - Mag Pulse — Daily board on the Mag Six plus the ORCL torque — three cohorts, MAGS as the foil. → /lab/mag-pulse/ - AI build-out: - AI Adoption Board — AI use, breadth and price — token volume, business adoption, token spend and the market’s verdict. → /lab/ai-adoption/ - AI Build-Out Index Family — The four supply-side AI hardware pulses as one index family. → /lab/ai-buildout/ - Compute Spot Tightness — CCST — GPU rental rates and availability across 40+ providers — is compute tightening? → /lab/compute-tightness/ - Taiwan AI Supply Pulse — Taiwan monthly revenue prints across the AI supply chain, read as one pulse. → /lab/taiwan-ai-pulse/ - Memory / HBM Pulse — HBM and DRAM names and spot prices as one memory pulse. → /lab/memory-hbm-pulse/ - Semicap / Test Pulse — Semicap and test equipment names as a pulse of capacity being built. → /lab/semicap-test-pulse/ - AI-Order Signal Board — Five order-book tripwires vs the Taiwan revenue rail — the AI hardware order book from the supply chain’s own prints. → /lab/ai-order/ - Agentic Demand Map — Eight agentic-demand pulses plus cross-checks — where agentic software is actually being bought. → /lab/agentic-demand/ · Enterprise infrastructure → /lab/agentic-demand/enterprise-infrastructure/ · Enterprise workflow → /lab/agentic-demand/enterprise-workflow/ · Enterprise application → /lab/agentic-demand/enterprise-application/ · Consumer cloud → /lab/agentic-demand/consumer-cloud/ · Consumer endpoint → /lab/agentic-demand/consumer-endpoint/ · Forward deployment → /lab/agentic-demand/forward-deployment/ · Industrial / physical → /lab/agentic-demand/industrial-physical/ · Agentic security → /lab/agentic-demand/agentic-security/ · Token split → /lab/agentic-demand/token-split/ · Tollbooth → /lab/agentic-demand/tollbooth/ - Patterns & charts: - Pattern Lab — Methodology hub for the house patterns — PEAD, Pattern 03, sector RS, support confluence, regime signature. → /lab/patterns/ · PEAD → /lab/patterns/pead/ · Pattern 03 → /lab/patterns/pattern-03/ · Support confluence → /lab/patterns/support-confluence/ · Regime signature → /lab/patterns/regime-signature/ · Live engines → → /signals/scanner/ - Visualisations: - Bar Races — Animated bar races over the house data — megacaps, index leadership, sector rotation, temperature. → /lab/race/ · AI megacaps → /lab/race/ai-megacaps/ · Index leadership → /lab/race/index-leadership/ · Sector rotation → /lab/race/sector-rotation/ · Temperature → /lab/race/temperature/ - Pattern Lab methodology pages: - PEAD methodology (3-day post-earnings drift, 63-day hold, ±3% direction thresholds) → /lab/patterns/pead/ - Sector Relative Strength methodology (11 SPDR vs SPY, 21d/63d/252d horizons) → /lab/patterns/sector-rs/ - Regime Signature methodology (slope × realised-volatility 2×2 classifier) → /lab/patterns/regime-signature/ - Support Confluence methodology (4-horizon log-regression channel clustering) → /lab/patterns/support-confluence/ - Pattern 03 — NVIDIA Strategic Authority (13-stake dossier, XIRR tracking, calendar) → /lab/patterns/pattern-03/ - AW40 (40 agentic-winner stocks, 4 tiers, Enterprise/Consumer cut, ABR-gated) → /indices/aw40/ ## Pattern Engine — Live Signals The operational counterpart to Pattern Lab. Five live scanners run nightly after US close, each surfacing a different proprietary pattern. Updated 22:30 UTC on US trading days. - Hub: → /signals/scanner/ - PEAD live (Long Setups + Short Setups, 3-day cumulative abnormal return vs benchmark) → /signals/scanner/pead/ - Sector Relative Strength (top/bottom 3 callouts + 11-row scan table sorted by 1d vs SPY) → /signals/scanner/sector-rs/ - Regime Signature (2×2 quadrant grid + "regime shifts · last 5 sessions" callout) → /signals/scanner/regime-signature/ - Pattern 03 — NVIDIA Strategic Authority (next 5 catalysts + recent 3 stakes + held cohort table) → /signals/scanner/pattern-03/ - Support Confluence (client-side signal grid, 4-horizon channel clustering) → /signals/scanner/support-confluence/ ## Lab Reads — Methodology Dossiers Long-form research dossiers explaining the academic foundation, mechanics, failure modes, and worked historical examples behind each formalized pattern. Distinguished from market-thesis Reports (those are also under /reports/ but tagged differently). - Post-Earnings Announcement Drift (PEAD) — Ball-Brown 1968 → modern Pattern Engine implementation → /reports/post-earnings-drift/ - Cointegration as Regime — V3 evergreen methodology (Engle-Granger + Hurst + Ornstein-Uhlenbeck halflife) → /reports/cointegration-regime/ - Pattern 03 — NVIDIA Strategic Authority dossier (full 13-stake portfolio + 3 exits, XIRR tracking) → /reports/pattern-03-nvidia-strategic-authority/ ## AI Infrastructure 101 — Investor's Reference Structured reference mapping the AI build-out from the investor's perspective. 40+ entries across proprietary frameworks, supply chain constraints, market themes, and Lab explainers. - Hub: → /101/ - Money Temperature (macro regime scoring methodology) → /101/money-temperature/ - Temperature Dimensions (Position / Momentum / Volume / Volatility / Fragility) → /101/temperature-dimensions/ - Agentic Winners 40 (40 names, four ABR-gated tiers, who captures agentic-AI value) → /101/agentic-winners-25/ - AI Users (companies putting AI to work inside businesses they already run, seven sections, dated evidence) → /101/ai-users/ - Cointegration Monitor (cross-asset relationship health) → /101/cointegration/ - Half-Life (mean-reversion speed for cointegrated pairs) → /101/half-life/ - Hurst Exponent (persistence vs mean-reversion) → /101/hurst-exponent/ - Cascade Tracker (5-Domino model of regime breakdown) → /101/cascade-tracker/ - Stack Flip (200-day SMA crossings as regime signals) → /101/stack-flip/ - Bollinger Coiling (volatility compression as pre-break signal) → /101/bb-coiling/ - Divergence (price vs RSI/OBV — warnings with long fuses) → /101/divergence/ - Functional Index (why it beats cap-weighted ETFs) → /101/functional-index/ - ABR Framework (5D AI disruption scoring) → /101/abr/ - Sentinel Tickers (ASML, Advantest, Micron) → /101/sentinel-tickers/ - Weekly Signal Composite (7 levels, 9 dimensions) → /101/weekly-signal/ - SaaSpocalypse (agentic AI vs SaaS) → /101/saaspocalypse/ - Packaging Bottleneck → /101/packaging-bottleneck/ - Memory Wall & HBM Economics → /101/memory-wall/ - CapEx Cliff Question → /101/capex-cliff/ - Agentic AI Winners & Losers → /101/agentic-disruption/ - AI Infrastructure Outlook 2026 → /101/outlook-2026/ ## Per-Ticker Coverage - Asset pages for ~3,400 global names (about 3,100 stocks and 300 ETFs) — live chart with drawing tools, market structure read, Elliott-wave candidates, fundamentals, Closelooknet company score (three-layer: literature metrics, module scores, composite), index memberships, directional flow. Examples: /indices/stock/nvda/ · /indices/stock/000660.ks/ (SK Hynix) · /indices/stock/asml/ - Glossary: 218 defined terms across market structure, semiconductors, accounting and the Closelooknet frameworks, each with definition + extended read → /glossary/ ## ETFs - ETF hub: ~235 benchmark funds by category — tracking difference (fund total return minus index total return, both sides total return, same period and currency), expense ratio, assets, holdings → /etfs/ - US ETFs from Europe: 47 UCITS funds for 36 US funds, verified by ticker and ISIN, with their tracking difference against the US original and the index → /etfs/europe/ - ETF Overlap: how much two funds hold in common → /etfs/overlap/ - Every ETF asset page carries its tracking difference by calendar year, the Franklin-vs-MSCI pair where one exists, and its UCITS twins. Examples: /indices/stock/spy/ · /indices/stock/qqq/ · /indices/stock/flkr/ - Explainers: /101/tracking-difference/ · /101/korea-etfs-franklin-or-msci/ · /glossary/tracking-difference/ · /glossary/tracking-error/ · /glossary/total-expense-ratio/ ## Editorial Series - Heresies: contrarian long-reads challenging investment consensus → /heresies/ - The Wire: 24/7 plain-English reads from the desk, each linked to its tool → /wire/ - The Tape: timestamped market cards — session wraps, macro prints, earnings, outliers → /tape/ - Worth a Read: curated external voices, our own words with links out → /insights/ - Strategies: applied method posts → /strategies/ ## Video Short data videos (subtitled, under 90 seconds, the newer ones narrated in an AI voice; chart long reads of about three minutes; long-form compilations on YouTube). Each video has its own watch page with chapters and the full transcript. - All videos → /videos/ - Retail — The Store That Wins When Money Is Tight Breaks Its Downtrend (Closelook@Charts, 2026-10-17, 342s) → /videos/2026-10-16-chart-pick-wmt/ - AI Sectors — Application Leaders Lead, High-Speed Interconnects Lags (Closelook@AI Indices, 2026-10-17, 79s) → /videos/2026-10-16-ai-sectors/ - Global Tech — The Week on the Board (The Board, 2026-10-17, 69s) → /videos/2026-10-16-global-tech/ - Sectors — Energy and Staples Gain, Tech Slows (The Board, 2026-10-17, 62s) → /videos/2026-10-16-the-board/ - Market Breadth — The Leaders Are Tiring (Divergence Watch, 2026-10-17, 68s) → /videos/2026-10-16-divergence-watch/ - AI Trends — Winners Still Lead, Rubin Fades (Closelook@Charts, 2026-10-17, 86s) → /videos/2026-10-16-directional-flow/ - AI Trade — Crash, or Just a Pause? (, 2026-10-15, 68s) → /videos/2026-10-15-ai-crash-or-pause/ - AI Trade — Show-Me Quarter for 2027 (, 2026-10-15, 119s) → /videos/2026-10-15-ai-trade-show-me-quarter/ - Nvidia — Hopper, Blackwell, Now Rubin (Closelook@Charts, 2026-10-11, 174s) → /videos/2026-10-09-chart-nvda-long/ - Datadog — A Record Despite the AI Scare (Closelook@Charts, 2026-10-11, 73s) → /videos/2026-10-09-chart-ddog/ - Palantir — The Chart Behind the Record Close (Closelook@Charts, 2026-10-11, 150s) → /videos/2026-10-09-chart-pltr-long/ - AI Sectors — Software Up, Chip Hardware Down (Closelook@AI Indices, 2026-10-11, 62s) → /videos/2026-10-09-ai-sectors/ - AI Trends — Winners Build, Rubin Fades (Closelook@Charts, 2026-10-11, 71s) → /videos/2026-10-09-directional-flow/ - Global Tech — Palantir and Datadog at New Highs (The Board, 2026-10-11, 60s) → /videos/2026-10-09-global-tech/ - Palantir — From the June Low to a Record Close (Closelook@Charts, 2026-10-11, 64s) → /videos/2026-10-09-chart-pltr/ - Records Without the Chips — the Divergence Now (Closelook@Charts, 2026-10-10, 56s) → /videos/2026-10-10-charts-divergence-now/ - Three Times the Charts Warned First in 2026 (Closelook@Charts, 2026-10-10, 60s) → /videos/2026-10-10-charts-divergences-2026/ - HALO — Growth AI Can’t Touch (Closelook@AI Indices, 2026-10-10, 56s) → /videos/2026-10-10-ai-indices-ep5-halo/ - Agentic Winners 40 — Who Gets Paid (Closelook@AI Indices, 2026-10-10, 56s) → /videos/2026-10-10-ai-indices-ep4-agentic-winners/ - Agentic Ecosystem — The Rails That Run AI (Closelook@AI Indices, 2026-10-10, 56s) → /videos/2026-10-10-ai-indices-ep3-agentic-ecosystem/ - Rubin — Inside the AI Factory Build-Out (Closelook@AI Indices, 2026-10-10, 56s) → /videos/2026-10-10-ai-indices-ep2-rubin/ - Sectors — Health care and Staples Gain, Tech Slows (The Board, 2026-10-10, 57s) → /videos/2026-10-09-the-board/ - Market Breadth — Records on a Thin Base (Divergence Watch, 2026-10-10, 60s) → /videos/2026-10-09-divergence-watch/ - The Barbell — Four Sides of the AI Trade (Closelook@AI Indices, 2026-10-09, 57s) → /videos/2026-10-09-ai-barbell-ep1/ - Capex Sold, Apps Bought (Closelook@AI Trade, 2026-10-09, 52s) → /videos/2026-10-09-ai-trade-capex-sold-apps-bought/ ## Author - Thomas Look, Managing Director, Closelook Venture GmbH → /about/thomas-look/ - About Closelooknet (what it is, who runs it) → /about/ · Editorial policy (two production modes, AI disclosure, corrections) → /about/editorial-policy/ LinkedIn: https://www.linkedin.com/in/thomas-look/ X/Twitter: https://x.com/ThomasLook5 Substack: https://closelooknet.substack.com ## Contact - Web: https://closelook.net - Newsletter: https://closelooknet.substack.com ## Full page catalog - Machine-generated catalog of every indexable page (title + description + URL), regenerated at each build: https://closelook.net/llms-catalog.txt