Our Calculation Of Intrinsic Value: Meta Platforms, Inc.
August 28, 2026
Meta Platforms trades at a 23% premium according to a DCF analysis estimating its intrinsic value at $418 per share.
In This Article: META
AI Is Ending America’s Era Of Flat Electricity Demand
Surging AI data center demand is ending the era of flat U.S. electricity growth.
The Price Of Crude And The Cost Of Money
Crude oil and Treasury yields are climbing as Middle East tensions disrupt energy shipping routes.
Convulsion In Credit Markets
U.S. interest costs of $3 billion daily signal a structural crisis, trapping the Fed between inflation and insolvency.
U.S. Debt Matters, But The Euro Area May Create The Next Crisis
U.S. debt attracts headlines, but the Eurozone’s massive unfunded liabilities and fiscal denial pose a greater systemic risk.
Weekly Market Pulse: A Debt Crisis?
Treasury yields face upward pressure as massive US debt issuance competes with AI-driven borrowing from Alphabet and Amazon.
LATEST ARTICLES
The Commodities Feed: Oil Prices Up Even As Hormuz Flows Increase
August 27, 2026
Oil prices climbed as US-Iran diplomatic efforts stalled and Venezuela weighed an OPEC exit. Wheat hit a three-year high on intensifying Black Sea supply risks, while zinc remains supported by tight global mine production.
This Rug-Pull Strategy Could Make Our Entire Week
August 27, 2026
Oh, it smells like a rug pull might be setting up tomorrow morning. Lots of clues on the Nasdaq and Emini charts tonight.
Secular Stagnation And Wealth Inequality: Antecedents And Lessons
August 27, 2026
Economists link secular stagnation to wealth inequality, arguing that high savings by the rich stifle growth. While redistribution via taxes aims to boost demand, structural productivity issues and AI disruption challenge this simplistic policy fix.
Trade Deficit Upside Surprise By $18bn
August 27, 2026
The US goods trade deficit surged by $18 billion, significantly exceeding consensus estimates as imports continue to rise.
Everything On The Board Now Nvidia Is Behind Us
August 27, 2026
Post-Nvidia, the market remains strong but technically messy, with the focus shifting back to short setups across semiconductors, China, crypto and several individual stocks.
Nvidia Stock Soars After Q2 Earnings: Is NVDA Still A Buy?
August 27, 2026
Nvidia crushed Q2 expectations with 106% revenue growth, signaling sustained AI demand through 2028.
NVIDIA Earnings Wrap Up Strong Mag 7 Reporting Cycle
August 27, 2026
Nvidia capped a stellar Magnificent Seven earnings cycle with triple-digit growth, fueled by surging AI demand.
Nasdaq 100 Elliott Wave Daily Update - Thursday, Aug 27
August 27, 2026
The market remains in a strong short-term uptrend, with key growth and semiconductor ETFs confirming the move, although seasonality and increasingly bullish sentiment suggest caution.
The World Is Choosing Security Over EfficiencyThe World Is Choosing Security Over Efficiency
August 27, 2026
Globalization is yielding to economic nationalism as nations prioritize security over efficiency.
Rates Spark: Hawkish ECB Not Helping French Government Bonds
August 27, 2026
French government bond spreads are widening as political uncertainty and fiscal risks intensify.
Palantir: From Congestion Breakout To The All-Time High?
August 27, 2026
Palantir broke out of daily congestion to close at $185.93, fueled by surging US commercial demand.
In This Article: PLTR
Sizing Up NVDA Pre & Post Earnings Into Jackson Hole
August 27, 2026
Nvidia faces caution as soft semiconductors and seasonality cloud the outlook ahead of Jackson Hole.
EDITOR'S CHOICE
Surging AI data center demand is ending the era of flat U.S. electricity growth.
Crude oil and Treasury yields are climbing as Middle East tensions disrupt energy shipping routes.
U.S. interest costs of $3 billion daily signal a structural crisis, trapping the Fed between inflation and insolvency.
IN THE SPOTLIGHT
Canada’s walkout from US trade negotiations triggered $28 billion in retaliatory tariffs on steel and dairy.
GBPAUD faces further weakness as sticky Aussie inflation drives the pair lower within a bearish Elliott Wave triangle.
Ituran Location & Control is projected to deliver a 13.82% gain through 2027, backed by its 3.90% dividend yield.
Gold remains firm near $4,600 as traders bet on a Federal Reserve pause.
Adobe is downgraded to Hold following a 33% rally as weak guidance from Intuit weighs on software stocks.