Global Markets · · 1 min read
Bull Out of Nowhere?
Earnings revisions, sentiment, technicals, and seasonality point to more upside ahead.
Edition · May 2, 2026 · KW 18
The full edition of Bull Out of Nowhere? is published on Substack and LinkedIn — please read it there:
- 📰 Substack: substack.closelook.net/p/bull-out-of-nowhere
- 💼 LinkedIn: linkedin.com/pulse/bull-out-nowhere-thomas-johannes-look-s0s5f
A short summary of the thesis:
Earnings revisions, sentiment, technicals, and seasonality have aligned in a way that points to more upside ahead — even after the recent rally that surprised many participants. We walk through the four signals one by one and where each currently sits relative to historical setups that preceded continuation rather than mean-reversion.
For the full reasoning, charts, and individual reads, follow the links above.