Fire, Water, and a Black Swan
When two superpowers collide... The 'next black swan'... What's depending on Taiwan's semiconductor supply... The crisis we're already facing... AI needs energy...
Corey McLaughlin
Writer and editor in Baltimore, Md.
Like 'Playing Basketball Against Short People'
A conversation with Gabe Marshank... How to make money from basic economics... Be 'right and unlucky'... The AI power boom... The price that needs to go higher... A company well positioned to profit... Learn more here...
Another Day in the Asylum
A 'garbage' proposal from Iran... What 'everybody' is ignoring... 'Nobody' is thinking... The AI boom keeps 'booming'... Where to put new money to work in AI now...
AI's Very Real Expanding Footprint
The waiting game continues in the Persian Gulf... Two steps forward, one step back... More layoffs because of AI... The technology's growing 'real' footprint... An energy crisis that needs to be met... These companies can help do it...
The Bull Market's Dangerous Disconnect
The next phase in the Persian Gulf... Highs for stocks – and gas prices... A small housing thaw... Homebuilders aren't following... A dangerous disconnect... An inflection point for semiconductors...
Power Hungry
A wild day in the Persian Gulf... There's no clean end in sight... The market reaction... The demand for oil, natural gas, and electricity... Stocks for a power shortage...
AI Revenue, Please
A quartet of Mag 7 earnings... Alphabet emerges as the winner... The market is demanding AI revenue, not just spending... But it's all good for GDP... The war in Iran meets an important deadline...
Oil Surges, Powell Holds, and Robots Are Getting Closer
The Strait of Hormuz blockade could go for a while... Oil futures spike again... The key level to watch... What the UAE leaving OPEC means... The Fed holds and Powell is staying... A robot visited our office...
Into the Dark
OpenAI still isn't making enough money... A 'dark AI crisis' is coming... What to do about it... A lot of news on the war in Iran... Economic pressure is mounting... Oil prices keep going higher...
Noisy World, Quiet Market (for Now)
An elusive peace... The Fed chair's last ride... Powell is leaving, but nothing is changing... 'Good' earnings haven't been good enough... Nvidia, the rest of the Mag 7, and the S&P 493...
Prepping for a Wild Ride
Staying cautious and patient... On transportation stocks and tech... The energy crisis is deepening... Expect a wild ride ahead for oil prices... Risks and opportunities...
From Fear to Greed in Two Weeks
The changing market stew... Inflation numbers are heading higher... The irony of Fed and interest-rate expectations... Kevin Warsh is in Washington... Sentiment changed quickly... Resembling the early days...
The Machine Moves On
The Strait of Hormuz is not open... Who's in charge in Iran?... The next deadline... Mr. Market is looking ahead... Big banks aren't worried about private markets... Opportunity in the fear...
Get There Before the Market Does
Where's the deal?... Status quo in the Persian Gulf… Gas prices are up… Stocks are, too… Beware a top in semiconductors… A long-term energy play… And a 350% gain… Keeping pace with the space race…
How 'Counting Cars' Became a Market Edge
The 'parking lot signal'... How Sam Walton used it to build a retail empire... How Wall Street took it to a different level... Main Street's disadvantage... Leveling the playing field... 422 winning trades flagged since 2017...
The $100 Data Set That Exposed the Last Financial Crisis
In today's Masters Series, editor Corey McLaughlin shares a new essay detailing how one investor saw the signs of the financial crisis while the big firms ignored them and explains how unconventional methods can lead to big rewards...
This Is How You Beat the 1-in-10-Million Odds
In today's Masters Series, we're sharing a new essay from editor Corey McLaughlin on how one gambler won a $16 million jackpot in the sports-betting world and how you can apply that same technique to your portfolio...
Shock and Wait
What 'nobody knows'... The latest in a series of supply shocks... Oil prices are up 60% since the Iran war started... What's next?... Stocks are deeper in 'no man's land'... The weak canary in the coal mine...
A Mind Trick for Surviving a Market Correction
The waiting game about Iran continues... 'Control what you can control': Part 2... The sweetness of stink bids... Be that guy... Marc Chaikin goes live tonight... Don't miss it... Feedback on our new Mosaic Trader advisory...
The Only Rule That Matters Right Now
What to do with mixed market signals... Control what you can control... Why we're not calling a bottom... One market gauge says 'don't buy yet'... Booking a 107% gain in four months... Good reasons to sell...
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