How The Circle works
Three rules keep this room useful.
Talk data, not tips. Share what you're seeing in your market and back claims with numbers where you can.
No selling. Cold pitches, recruiting, and affiliate links get removed. To reach this audience commercially, sponsor the newsletter instead.
Disagree with the argument, not the person. Personal attacks go, no warning.
Data questions belong in Ask the Analysts (Plus and Premium members). Everything else, post it where it fits or DM me.
What lands in this channel
Everything live we do now runs through here.
Webinars we host, LinkedIn Live sessions with our analysts, and AMAs where you put questions directly to the people who build the data. You will find the announcement and RSVP link before each session, a question thread while it runs, and the replay afterwards so nobody loses out to a timezone.
Two things worth doing. Post questions ahead of a session rather than during, because pre-submitted questions get answered first. And tell us who you want in the room. If there is an operator, sector, or dataset you want us to put on a live session, name them below.
We will post the next session here as soon as the date is locked.
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Three numbers our team kept coming back to this week
Kicking this channel off with the signals behind our latest coverage.
Chips: five countries each hold a monopoly link in the AI chip supply chain. One Dutch firm controls 100% of EUV lithography tools, and Taiwan's leading foundry runs roughly 90% of capacity at 5 nanometers and below. No country appears twice on the list (edition #127).
Freight: truckload rates hit a near 4-year high this quarter, up 11% year over year, and ground parcel rates are on pace to make 2026 the most expensive year on record for cost per package.
Consumers: US households earning $250,000 or more now drive 49.7% of all consumer spending, up from 36% three decades ago. The top decile spends as much on discretionary goods as the bottom 70% combined.
Your turn. What number from your own sector surprised you this week? Post it here with a line on why it matters.
Welcome to The Circle
You found it. This is The Circle: where Market Mosaic readers compare notes instead of reading alone.
The channels:
Newsletters: every edition lands here automatically. Comment on the data.
Market Signals: share what you're seeing in your own market.
Ask the Analysts: put a question to the team behind Market Mosaic.
Premium Lounge: deeper threads for Plus and Premium members.
Introduce yourself in General. Glad you're here.
Join The Circle Community
Where global decision makers compare notes. Discuss each week's data, ask our analysts anything, and connect with founders, executives, and investors across markets.
