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Most people still think the Iran war is a regional conflict.
It’s not.
It has already spread through the global economy.
– Tanker traffic through Hormuz collapsed from 110–130 per day to near zero
– 17% of Qatari LNG capacity is offline after missile strikes
– Slovenia has begun fuel rationing
– Goldman Sachs has named the UK the developed economy most exposed to a jet-fuel crunch — critically low reserves, near-total import reliance, and a gutted refining base — and warned rationing could follow.
That’s not noise.
It’s a supply shock.
And energy shocks don’t stay in the energy sector.
I’ve studied commodity cycles for decades. As one of only 200,000 CFAs in the entire world, I can tell you:
Energy shocks don’t stay contained. They spread.
And the kind of shock I see at our doorstep is the one scenario when you cannot own enough gold.
Go here now to see the top four gold miners positioned for what comes next.
Energy affects everything – food… transportation… manufacturing.
Dow Chemical recently doubled its price on polyethylene overnight.
That means everything you buy is about to get more expensive.
Now ask yourself this:
What happens when energy costs surge – and governments are already neck-deep in debt?
They’ll pass it through – and print money to stabilize markets. No matter what comes next…
The currency you earn and save is about to take a big hit.
That’s when gold becomes critical.
And the best way to own gold today is through undervalued gold miners.
Go here for details on my top four picks.
To your wealth,
Garrett Goggin, CFA, CMT
P.S. The energy shock is already here — and it’s forcing a monetary response. That’s when gold becomes essential. Go here to see the best four miners to own now.
One Platform, Every Ailment: Hinge Health's Gamble
By Chris Markoch. Publication Date: 8/20/2026.
Key Points
- Hinge Health shares have risen 91% in 2026, trading at a roughly 69x P/E ratio as the company expands beyond musculoskeletal care into migraine and gastrointestinal treatment.
- Strong Q2 2026 earnings, including 52% revenue growth and an EPS beat, prompted Hinge to raise its full-year revenue and operating income guidance.
- New ventures like the Cylinder Health acquisition and migraine program offer large addressable markets but contribute only modest near-term revenue, leaving the premium valuation vulnerable to execution missteps.
- Special Report: Everyone wanted SpaceX. Smart money wants this.
Many people know that seemingly unrelated symptoms can be connected. But in most cases, treating individual symptoms means a separate doctor visit, sometimes with different specialists, before the full picture emerges. What if it didn’t have to be that way?
That’s the question that Hinge Health (NYSE: HNGE) is attempting to answer. It also explains why HNGE is behaving like a technology stock with a valuation to match. It’s up 91% in 2026 and has a price-to-earnings (P/E) ratio of around 69x. The question for investors is whether it’s better to be early or late.
Hinge’s Future Hinges on Expansion
The energy story near the Grand Canyon (Ad)
The largest energy source on Earth contains 50,000 times every oil and gas reserve on the planet combined - and much of it sits beneath the desert near the Grand Canyon.
A drilling crew just hit the DOE's 2035 targets twelve years early, with costs down 50% in 18 months. Google signed on, Gates invested, and the Pentagon made it a priority. One company has been quietly building this infrastructure for sixty years.
See the company sitting on the biggest energy source on EarthHinge Health is known for its AI-powered care platform for musculoskeletal (MSK) conditions. The platform uses smartphone cameras to track anatomical movement in real time. This helps automate the vast majority of clinician hours while improving outcomes for members with back, joint and muscle pain.
But what’s propelling HNGE in 2026 is its expansion beyond MSK. The company is layering in a Migraine Care Program and, more significantly, a push into digestive care through its pending acquisition of Cylinder Health, a virtual-first gastrointestinal care company with an existing footprint of 100 clients, 2 million lives and relationships with three of the top five national health plans.
It's the first step in a bold plan to address multiple conditions through one platform. That has analysts and investors excited. It’s also where the risk lies.
Earnings Show the Runway That Could Lead to a Reward
Hinge Health’s Q2 2026 earnings report stands out in an earnings season that has seen some impressive results. Revenue of $212.82 million was more than 52% higher year over year. Adjusted earnings per share (EPS) of 59 cents beat expectations of 28 cents by more than 100%. The company’s operating margin expanded to 29%, and free cash flow (FCF) rose to $100 million, representing a 47% margin.
Hinge also increased its full-year revenue outlook to a range of $856 million to $860 million. It also raised its forecast for operating income to a range of $236 million to $244 million. The company cited stronger-than-expected enrollment yields as a key reason for its bullish guidance.
That's the reward, but it comes with risk. The risk is what comes next: layering two new, largely unproven verticals onto a business that has just found its financial footing.
The Multi-Condition Bet
Hinge frames its opportunity in three addressable markets: $661 billion in MSK, $78 billion in migraine and $135 billion in gastrointestinal care. Stacked together, that's a target market north of $870 billion. To put those numbers into perspective, in the trailing 12 months ending with the company’s Q2 2026 earnings report, Hinge generated around $720 million in revenue.
That ambition is the center of the bull case, but the near-term contribution from the new categories is modest by design. Management expects the Cylinder Health deal, a $105 million cash transaction slated to close later this quarter, to add only $7–8 million of revenue in 2026, with a broader rollout planned for 2027. The migraine program is earlier still, with client approvals in hand but no revenue impact yet disclosed.
In other words, investors are being asked to pay up today for optionality that mostly shows up in the numbers a year or two from now. Neither Cylinder nor the migraine program has been confirmed profitable on a standalone basis, and integrating a new clinical category—with different care pathways, partner relationships and reimbursement dynamics—is a harder execution problem than scaling an existing one.
Is Too Much Future Growth Priced Into HNGE?
None of this seems to be spooking the market. The Hinge Health analyst forecasts on MarketBeat give HNGE a consensus price target of $100.57. That consensus price has been climbing over the past four quarters, indicating that analysts continue to rerate the stock.
That’s evident in the stock chart, which briefly reclaimed its 52-week high after the earnings report. An ascending 50-day simple moving average (SMA) acting as support suggests dip-buyers have been in control since the reversal that began in April.
For Hinge to keep growing, investors have to assume the MSK business continues to compound at a high rate while migraine and GI mature into meaningful contributors as scheduled.
But the valuation leaves little room for a stumble. If Cylinder's integration slips, if migraine enrollment disappoints, or if MSK growth simply decelerates as the law of large numbers catches up, a stock priced for perfection tends to react accordingly. That explains why there’s still over 9% short interest in HNGE.
Meta and Tesla Are Rebounding From Oversold Levels—Now What?
By Jessica Mitacek. Publication Date: 8/16/2026.
Key Points
- Meta Platforms and Tesla, both Magnificent Seven stocks, currently show RSI readings recovering from oversold territory, making them candidates for value-seeking investors.
- Meta's Q2 revenue rose 28% year-over-year despite its first EPS miss in 15 quarters, and it holds a consensus Moderate Buy rating with about 32% upside.
- Tesla missed Q2 EPS estimates for the fifth time in nine quarters and trades at a forward P/E of 384, though analysts still see roughly 18% upside.
- Special Report: Everyone wanted SpaceX. Smart money wants this.
With the market trading sideways since mid-May, finding opportunities hasn’t been easy. But investors on the hunt for value can turn to oversold stocks to identify potential entry points. One popular gauge for determining that is the relative strength index (RSI), a momentum indicator that suggests when equities are overvalued, undervalued or fairly valued.
According to the RSI, stocks are assigned a score from zero to 100. Readings above 70 are considered overbought and potentially due for a bearish price reversal. Conversely, stocks with readings below 30 are considered oversold and could be due for a bullish price reversal.
The energy story near the Grand Canyon (Ad)
The largest energy source on Earth contains 50,000 times every oil and gas reserve on the planet combined - and much of it sits beneath the desert near the Grand Canyon.
A drilling crew just hit the DOE's 2035 targets twelve years early, with costs down 50% in 18 months. Google signed on, Gates invested, and the Pentagon made it a priority. One company has been quietly building this infrastructure for sixty years.
See the company sitting on the biggest energy source on EarthThe following two companies, both of which are Magnificent Seven stocks, have RSI readings that recently rebounded from oversold territory, making them prime watchlist candidates for investors seeking value opportunities in an increasingly convoluted market.
Despite Legal Challenges, Meta Is Positioned for Earnings Growth
Meta Platforms (NASDAQ: META) currently has an RSI score of 48, a slight improvement from the reading of 31 it recorded on July 30. However, the stock remains in a broader downtrend that dates back to July 15, when its RSI reading of 66 was approaching overbought territory.
Coinciding with that recent RSI peak on July 15, shares of META have fallen roughly 10%, bringing the stock 20% below its year-to-date high, reached on Jan. 29.
The stock’s poor performance this year is partly attributable to a familiar story: sky-high capital expenditures on AI infrastructure have given investors the jitters.
That was compounded by Meta’s Q2 results on July 29, when the company reported its first earnings per share (EPS) miss in 15 quarters.
But the EPS miss wasn’t the big story. Revenue of $60.8 billion beat analyst expectations of $60.22 billion. More importantly, the quarterly figure marked a 28% year-over-year (YOY) increase.
Meanwhile, the company’s AI investments are beginning to pay off. Meta highlighted gains from its LLM-powered recommendations, including a 15.7% increase in Facebook ad conversions and continued growth in Instagram engagement. More than 9 million small businesses now use at least one AI creative tool, while Advantage+ products surpassed a $75 billion annual revenue run rate.
The Mark Zuckerberg-led firm warned that the $2.4 billion in Q2 legal expenses—much of which is related to ongoing legal action over a youth social media addiction case—could continue to present headwinds. The company’s Q3 revenue guidance of $61 billion to $64 billion also suggests more moderate growth than in Q2.
But that shouldn’t overshadow the strength of other metrics. Invested capital growth, for instance, has improved every quarter since Q3 2025, rising from 28.55% to 44.17% in Q2. With a trailing price-to-earnings (P/E) ratio of 22 and a forward P/E of 20, Meta’s earnings are expected to grow nearly 21% over the next year, from $28.50 to $34.47 per share. The stock currently receives a consensus Moderate Buy rating, along with an average 12-month price target implying nearly 32% upside.
Investors Are Seeking Earnings Consistency From Tesla
On July 29, the RSI reading for Tesla (NASDAQ: TSLA) bottomed out at 25. That came a week after the EV maker reported Q2 results, including EPS of 33 cents, which missed analyst expectations of 50 cents, and revenue of $28.24 billion, which exceeded the consensus forecast of $26.42 billion.
But as with Meta, the EPS miss grabbed headlines. Shares fell by more than 20% before bottoming—alongside the RSI—on July 29. Since then, the stock has regained nearly 10%, but its YTD loss stands at 25%.
However, the RSI continues to improve and is now up to 47, approaching 50, which is considered neutral territory. Tesla currently sports a consensus Hold rating, but the bull case is reflected in analysts’ average 12-month price target, which suggests about 18% upside.
That disconnect can be explained by the wildly varying opinions of the stock on Wall Street.
Of the 45 analysts currently covering TSLA, only four assign the stock a Sell rating, while 19 assign it a Hold rating and 22 assign it a Buy rating.
Tesla’s earnings aren’t helping its case. Not only is the stock nearly twice as volatile as the broader market, with a beta of 1.83, but its latest EPS miss was its fifth in the last nine quarters. Additionally, YOY EPS growth has been all over the map. In the past three quarters, that metric went from nearly -61% in Q4 2025 to 8.33% in Q1 and then to -3.03% in Q2.
Shareholders are still paying a premium for those unpredictable earnings. Tesla’s forward P/E ratio stands at a staggering 384—among the highest in the S&P 500. That means investors are paying $384 for every $1 the Elon Musk-led mega-cap company generates in earnings.
As EV adoption in the United States grinds to a halt and the company continues to struggle with its Robotaxi rollout, quarterly net income has fallen from $7.9 billion in Q4 2023 to $1.1 billion in Q2—an approximately 86% drop.
Still, Tesla’s earnings are forecast to grow nearly 57% over the next year, from 88 cents per share to $1.38 per share.
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