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Sunday, February 1, 2026
Gold is soaring. It should worry you…
As gold and silver soar, setting record prices and record demand…
Those who already own gold and silver are probably pretty happy. But they should also be worried.
Because what’s driving the price of these metals higher isn’t merely today’s inflation…
It’s the growing, global recognition that the U.S. dollar is no longer a suitable reserve currency.
Foreign creditors are backing away from U.S. debt for the first time in decades… While at the same time, the U.S. is adding billions to its debt load every day.
This is how we lose the dollar’s world reserve currency status.
Foreign central banks, for the first time in decades, now hold more gold in reserves than they do U.S. Treasuries, for the first time in 30 years.
While the consequences of these changes are far-reaching, the most important immediate impact will be higher borrowing costs for the U.S. Treasury.
The other concern is political.
Massive government debt and huge increases to annual deficits, along with looming unfunded pension obligations is spiraling toward insolvency.
It’s a catastrophe in the making.
The U.S. government is going to print whatever it takes… buy their own bonds… and continue to stiff regular, hard-working Americans by devaluing the dollar.
It’s the only trick they know. And the more they debase the dollar, the less investable bonds become.
So where does that capital go? Historically, every time real yields collapse, capital floods to one place…
Gold.
What we’re seeing right now is a global flight away from dollars, and into hard assets like gold.
And it shows this is just the beginning of gold’s run…
So if you think the gold story is old news or that we’re nearing the end of this cycle and you’ve missed your chance to get in…
I want to stress: Nothing could be further from reality.
What we’re witnessing today, between the U.S. Government’s reckless spending, the global flight away from dollars, and the price explosion of hard assets?
I’m warning you – this is the beginning of the largest monetary shift we’ve ever seen.
I’m urging everyone to take steps to protect their wealth, starting today.
And while you could buy gold or silver at these prices…
There’s one other asset that has outperformed gold, gold mining stocks, and the broader market over the last 18 years…
And could be at the forefront of a new wave of real wealth as this monetary shift plays out.
Click here to discover this little-known gold investment now.
The One Metric Bulls Watch in Palantir Before Earnings
Reported by Chris Markoch. Posted: 1/21/2026.
Key Points
- Rising institutional ownership in Palantir stock signals growing confidence despite valuation concerns.
- Strong earnings growth and improving analyst price targets suggest PLTR stock could outperform the broader market, even as growth rates normalize.
- Technical indicators point to short-term caution ahead of earnings, but long-term sentiment remains bullish as institutions continue accumulating shares.
When many investors discuss Palantir Technologies Inc. (NASDAQ: PLTR), they point to a price-to-earnings (P/E) ratio above 550x and a price-to-sales (P/S) ratio over 142x. Those figures fuel the argument that PLTR stock is overvalued. But one metric suggests the opposite may be true.
That metric is institutional ownership — a dynamic figure that depends on the number of shares outstanding and the shares institutions hold. Both change daily, but ownership data is typically reported on a monthly basis.
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For example, MarketBeat shows institutional ownership of PLTR at about 45.65% — roughly 46% (close to 50%). Other sources report institutional stakes nearer to 52% or even 56%.
The important point is that institutional ownership has risen sharply over the past 12 months, with buying far outpacing selling. Some of that inflow reflects Palantir's inclusion in both the S&P 500 and the NASDAQ 100.
That index inclusion explains part of the buying, but not all of it. Palantir has also delivered strong earnings that support the view it belongs among leading names in the evolving technology sector.
Growth Is Slowing, But Still Strong
One objection to Palantir's lofty valuation is that much of its future growth may already be priced in. Palantir reports earnings on Feb. 2. Analysts forecast earnings per share of $0.23 on revenue of $1.34 billion — roughly 90% and 61% higher year-over-year, respectively.
Those growth rates are expected to moderate over the next 12 months, to approximately 39% for EPS and 33% for revenue. That deceleration is still impressive, but it lends weight to the notion that some growth is baked into the price.
Institutional buying is therefore an important signal: it indicates many large investors believe PLTR will outperform the broader market, and they are positioning accordingly.
That optimistic view may also be reflected in the whisper number, which currently suggests Palantir's upcoming EPS could come in at $0.27 — about 17% above the consensus target.
Consensus Price Target Has Been a Reliable Signal
As institutions have moved into PLTR, the stock's consensus price target has climbed materially. A year ago, the consensus target was roughly $43.78, which implied downside versus the price at that time.
That downside did not materialize. In the past 12 months the stock is up more than 134%. Today, the consensus price target sits at $175.88, implying upside of roughly 4% from current levels.
Analyst coverage on MarketBeat shows bullish sentiment building. Citigroup Inc. (NYSE: C) upgraded PLTR from Neutral to Buy and raised its price target to $235 from $210. Truist Financial Corp. (NYSE: TFC) initiated coverage with a Buy rating and a $223 target.
Those targets suggest PLTR could post price gains of over 30% in the next 12 months, which would likely outperform the broader market and could reinforce continued institutional buying.
PLTR Chart Suggests Caution Before Earnings
At the close of trading on Jan. 20, PLTR slipped just below its 150-day simple moving average (SMA), around $169. The 150-day SMA had acted as support since mid-November, so the move raises the concern that near-term momentum — the stock is down about 4.8% in the first weeks of 2026 — could carry into the earnings report.
The stock remains below its November all-time high, and buyers have failed to defend prior support levels. That pattern suggests investors are showing caution rather than aggressively accumulating ahead of the report. Supporting this view, volume on the stock's recent down days has been moderate.
If PLTR drops decisively below the 150-day SMA, the next support area could be near $152. The MACD line sits below its signal and close to the zero axis, which confirms waning upside momentum and a mildly bearish short-term bias ahead of earnings.
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Spotify's Price Hike: Why Subscribers Will Pay Up
Author: Jeffrey Neal Johnson. Publication Date: 1/18/2026.
What You Need to Know
- The transition to a new pricing structure is expected to boost operating income and expand gross margins as revenue flows to the bottom line.
- Investments in audiobooks and video podcasts have created a comprehensive super bundle that increases subscriber retention and justifies higher monthly fees.
- Wall Street analysts remain bullish on the long-term growth story because the company is effectively leveraging its dominant market position to drive value.
In mid-January, Spotify Technology (NYSE: SPOT) made a decisive move in the U.S. streaming market. The company announced it will raise the price of its Individual Premium plan from $11.99 to $12.99 per month, effective in February. Simultaneous increases will raise the Duo plan to $18.99 and the Family plan to $21.99. This is the third price adjustment in recent years.
The immediate market reaction was mixed: the stock pulled back roughly 4% after the news, and as of mid-January 2026 shares trade near $510. That reflects a broader 12% decline over the past 30 days and a 23% drop over the last three months. While price hikes can stoke fears of inflation fatigue and subscriber churn, a closer look at Spotify's fundamentals suggests a different story.
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This adjustment is not a desperate attempt to counter inflation. Rather, it signals Spotify's evolution from a growth-at-all-costs platform into a mature entertainment utility with real pricing power.
The Math: How $1 Builds the Bottom Line
To assess the bullish case, investors should look at the arithmetic behind the hike. As of the third quarter of 2025, Spotify reported 281 million Premium subscribers globally.
Although the company does not publish a perfect country-level subscriber breakdown, North America represents roughly 17% of total Monthly Active Users (MAU).
Revenue from a price increase is highly efficient. Unlike income from new-customer acquisition, which requires heavy marketing spend, incremental dollars from an existing base flow through to operating income at a much higher rate.
Spotify has also tightened its operations during its recent "Year of Accelerated Execution," shrinking headcount to 7,691 employees and emphasizing efficiency.
- Operating Income: In Q3 2025, Spotify reported operating income of €582 million (about $611 million).
- Gross Margin: Margins expanded to 31.6%, a clear sign that cost controls are working.
The Multiplier Effect
Even a conservative estimate implies tens of millions of U.S. subscribers will pay an extra $12 annually, creating hundreds of millions in high-margin revenue without materially increasing platform operating costs. While royalties must be paid on that revenue, the company benefits from substantial operating leverage: costs to maintain the app, run servers, and fund R&D are largely fixed, so after royalties the incremental dollar meaningfully boosts the bottom line.
That extra cash gives management flexibility to reinvest in growth or return capital to shareholders — evidenced by $410 million in share repurchases during 2025.
Stickiness: Why Subscribers Stay Put
The main risk from a price increase is churn. Spotify has built a defensive moat that reduces that risk: a sticky product experience.
At $12.99 per month, Spotify is positioned as an audio super-bundle rather than just a music app. The subscription includes:
- Unlimited music streaming.
- 15 hours of audiobook listening per month.
- An expanding catalog of video podcasts.
For perspective, a single digital audiobook or a physical album can cost more than the monthly subscription. For many users, the service functions as an essential utility rather than a discretionary spend.
Behavioral Lock-In
Spotify also leverages years of listening data to create behavioral lock-in. Features like Spotify Wrapped, the AI DJ, and personalized Daylists use long-term history to tailor the experience; switching to a rival such as Apple Music or YouTube Music risks losing years of curated data, increasing switching costs.
Historically, Spotify has shown resilience: despite prior price increases, its subscriber base grew about 12% year-over-year in late 2025, indicating limited sensitivity to modest price changes when product value is high.
Is the Dip a Buy?
For value-oriented investors, the gap between improving fundamentals and the recent share-price decline is intriguing. The stock has corrected roughly 23% over three months, even as the business becomes more profitable.
Spotify currently trades at a trailing price-to-earnings ratio of about 79, which looks rich versus the broader market, but forward valuations tell a different story.
- Forward P/E Ratio: The forward P/E is much lower at 49.28.
- Implication: This compression suggests the market expects solid earnings growth ahead.
The February price increase is a clear driver of that expected growth: it should lift earnings per share without significant incremental investment, helping the company "grow into" its valuation.
Cash Flow and Liquidity
Spotify's balance sheet reinforces the growth case. The company generated a record €806 million (about $846 million) in free cash flow in a single quarter, and holds roughly €9.1 billion (about $9.55 billion) in cash and short-term investments. That liquidity lowers execution risk and provides strategic flexibility.
Analysts remain broadly constructive: the consensus is a Moderate Buy, with 25 of 34 analysts at Buy or Strong Buy and an average price target of $747.23 — implying over 40% upside from current levels near $510.
Listen Up: A Mature Audio Utility
Raising prices in the U.S. signals Spotify's increasing corporate maturity. Management is monetizing a widened moat to drive financial results, shifting emphasis from growth at any cost to sustainable profitability.
As the increase takes effect in February, it should act as a tailwind for earnings in early 2026 and help the company reach its long-term target gross margin of 30%–35%. For investors, the combination of pricing power, record free cash flow, and a sticky user base supports a compelling long-term growth story despite near-term stock volatility.
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Urgent: I just bought 10,000 shares of a $5 stock.
Major catalyst coming ...
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