Weekly Recap
Buy This Oil Stock ('Crisis Investing' Alert), Market Is Lying to You, 5-D Chess, Matt on Narrative Control, AI Shoe Company Scam, Strait 'Reopens' & Gold Climbs, Hormuz Shut Again
The Market Is Lying to You
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A reader wrote yesterday, confused. The gist: there’s a war on, the Strait of Hormuz is closed, oil is above $100 — and the stock market just shrugs it all off. What gives?
Five-D Chess and the Closing of the Strait
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I had dinner the other night with a sharp, well-read woman who laid out two completely contradictory explanations for what’s happening in the world right now — and then told me she could see either o…
When Shoe Companies Pivot to AI, Run
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Earlier this week, I wrote about why we think the stock market is lying to you — overvalued, dangerously concentrated, and propped up by one bet: that this time, pouring hundreds of billions into a t…
