MacroHint

MacroHint

Will Rate Cuts Help IWM? Why Small-Cap Stocks Could Soar in 2025

This article is sponsored by College Readiness Consulting! Will Rate Cuts Help IWM? Why Small-Cap Stocks Could Soar in 2025 As the Federal Reserve inches toward its first batch of gradual rate cuts since the inflation-fighting cycle began, most eyes continued to be glued on mega-cap tech. But quietly lurking beneath the surface is one

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I Were CEO of Woodward for One Year… I’d Turn Turbines into Treasures

This article is proudly sponsored by Lake Region State College! I Were CEO of Woodward for One Year… I’d Turn Turbines into Treasures Ticker: $WWD Sector: Aerospace & Industrial Controls My Take: Sometimes you don’t need to build the plane—you just need to control the throttle. What Is Woodward? Woodward (NASDAQ: WWD) is the quiet control

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Who Wants AT&T’s Mexico Business the Most? Follow the Signals, Not the Static

This article is proudly sponsored by Texas Student Media! Who Wants AT&T’s Mexico Business the Most? Follow the Signals, Not the Static It’s official: AT&T (NYSE: T) is trying to call it quits in Mexico—and this time, it’s not just bad reception. According to Bloomberg on August 7, 2025, the telecom giant is looking to sell

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Trump Just Slapped India With a 50% Tariff for Buying Russian Oil—Here’s Who Wins, Who Loses, and Who’s Just Sitting There Sweating

This article is sponsored by College Readiness Consulting! Trump Just Slapped India With a 50% Tariff for Buying Russian Oil—Here’s Who Wins, Who Loses, and Who’s Just Sitting There Sweating Let’s not pretend this wasn’t coming. President Trump—never one to let a “deal gone wrong” slide—followed through on threats to punish India for continuing to

Trump Just Slapped India With a 50% Tariff for Buying Russian Oil—Here’s Who Wins, Who Loses, and Who’s Just Sitting There Sweating Read More »

George Soros’ Q1 2025 Portfolio: A Macro Map in Motion

This article is proudly sponsored by Lake Region State College! George Soros’ Q1 2025 Portfolio: A Macro Map in Motion George Soros is famous for betting big on macro inflection points—and his Q1 2025 13F shows he’s still at it. With markets facing a storm of conflicting signals—Fed rate cut debates, sticky inflation, tech-fueled optimism, and

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Rob Citrone’s Q1 2025 Portfolio: A Global Macro Map of Conviction

This article is proudly sponsored by Sew Torn, a film by Diamantis Zavitsanos! Rob Citrone’s Q1 2025 Portfolio: A Global Macro Map of Conviction Robert Citrone isn’t your average long-only equity manager—he’s one of the original Tiger Cubs and a macro specialist who’s not afraid to take concentrated, unconventional macro bets. His Q1 2025 13F shows

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Wingstop Is America’s Real Inflation Hedge (Because Flavor Costs Extra)

This article is proudly sponsored by Texas Student Media! Wingstop Is America’s Real Inflation Hedge (Because Flavor Costs Extra) Chicken Wings vs Inflation: The Real Fight of the Decade Temporarily forget gold. Forget TIPS. If you wanted to outpace inflation over the past 10 years, all you needed to do was invest in… flavor. Wingstop, the

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