Goldman data show tech stocks have lost most of their valuation premium even as earnings forecasts and insider buying rise, while AI models and proxy advisors increasingly side with activists over management. Surveys reveal quantifiable AI gains climbing across sectors, and long-term charts highlight a 94% drop in global oil intensity despite recent supply disruptions.

The article critiques the flawed analogy that all money-losing companies are the next Amazon. It discusses how unique circumstances and strategies, like those of Amazon, don't apply universally, using examples like WeWork and Uber to illustrate the dangers of oversimplified comparisons.

This article discusses how stablecoins are becoming mainstream for online and international payments, drawing parallels to the impact of WhatsApp on messaging costs. It explores the potential for stablecoins to transform financial transactions and reinforce the dollar's dominance in the global economy.

The ETHval dashboard calculates Ethereum's intrinsic value using ten different valuation methodologies, blending traditional finance approaches with crypto-specific metrics. It aims to provide a more rigorous, fundamentals-based framework for evaluating Ethereum beyond mere price speculation. Feedback and suggestions from users are encouraged.