MacroHint

MacroHint

Why Tyson (TSN) Stock Is So Mid: A Crispy Breakdown of a Lukewarm Giant

This article is sponsored by College Readiness Consulting! Why Tyson (TSN) Stock Is So Mid: A Crispy Breakdown of a Lukewarm Giant Tyson Foods (NYSE: TSN) is one of the biggest names in meat. Chicken? Check. Beef? Yep. Bacon? You bet. But when it comes to the stock, investors should have only one word to […]

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Palantir (NASDAQ: PLTR) Stock Surges 8% After “Once-in-a-Generation” AI Quarter

This article is proudly sponsored by Lake Region State College! Palantir (NASDAQ: PLTR) Stock Surges 8% After “Once-in-a-Generation” AI Quarter Ticker: PLTRExchange: NASDAQMarket Cap: $400+ BillionYTD Performance: +120%Sector: Artificial Intelligence / Data Analytics Palantir Technologies (NASDAQ: PLTR) just delivered what CEO Alex Karp called a “once-in-a-generation, truly anomalous quarter” — and Wall Street rewarded it with

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Why Weyerhaeuser Is the Most Frustrating Stock in the Forest

This article is proudly sponsored by Sew Torn, a film by Diamantis Zavitsanos! Why Weyerhaeuser Is the Most Frustrating Stock in the Forest 1. A Company That’s All Wood, No Fire Weyerhaeuser owns ~10.5 million acres of timberland in the U.S. and manages ~14 million acres in Canada under long-term provincial licenses—together, that’s an area larger

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Will Texas Legalize Gambling? Follow the Jets and the Billionaires

This article is sponsored by College Readiness Consulting! Will Texas Legalize Gambling? Follow the Jets and the Billionaires The Las Vegas Sands playbook is looking a lot like Texas Hold’em—with lobbyists. Let’s cut to the chase like a blackjack dealer with no patience: Is Texas going to legalize casinos and commercial gambling? Short answer: Probably.

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TWLO: The AI Messaging Backbone Built for Rate Cuts, Real Profits, and Macro Repricing

This article is proudly sponsored by Lake Region State College! TWLO: The AI Messaging Backbone Built for Rate Cuts, Real Profits, and Macro Repricing Company: Twilio Inc. (NYSE: TWLO) Rating : BUY Original Thesis Date: June 2025 Everyone’s chasing shiny new AI names–that’s why I am largely doing the opposite. Meanwhile, Twilio is powering the messages

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YUM & CAH: Inflation’s Worst Enemies (And Your Portfolio’s Best Friends)

This article is proudly sponsored by Sew Torn, a film by Diamantis Zavitsanos! YUM & CAH: Inflation’s Worst Enemies (And Your Portfolio’s Best Friends) Because burritos and Band-Aids don’t care about CPI prints. You’ve heard the market say “Inflation is sticky.” Fine. So let’s stick it right back—by owning companies that literally profit when prices go

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Would a Cintas-UniFirst Merger Have Passed Antitrust Review? A Legal and Economic Analysis of Horizontal Consolidation in the Uniform Rental Industry

This article is sponsored by College Readiness Consulting! Would a Cintas-UniFirst Merger Have Passed Antitrust Review? A Legal and Economic Analysis of Horizontal Consolidation in the Uniform Rental Industry Abstract In 2023, merger discussions between Cintas Corporation and UniFirst Corporation reportedly stalled due to valuation disagreements. However, had the deal advanced, it would have triggered

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Workday (NASDAQ: WDAY) Has a Midlife Crisis—Here’s How to Snap Out of It

This article is sponsored by College Readiness Consulting! Workday (NASDAQ: WDAY) Has a Midlife Crisis—Here’s How to Snap Out of It Workday used to be the cool SaaS kid on the HR block—helping Fortune 500 giants ditch clunky Oracle setups and finally run payroll without crashing the server. But in 2024 and 2025, it’s been…

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Wynn vs. Sands: Two Casino Titans, Two Very Different Bets

This article is proudly sponsored by Lake Region State College! Wynn vs. Sands: Two Casino Titans, Two Very Different Bets Wynn Resorts (NASDAQ: WYNN) and Las Vegas Sands (NYSE: LVS) may both glitter under the casino lights, but their business models are actually fairly different. One is a high-roller’s paradise steeped in luxury; the other is

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What’s Really Inside a CapMetro Bus? These Public Companies Are Driving It

This article is proudly sponsored by Texas Student Media! What’s Really Inside a CapMetro Bus? These Public Companies Are Driving It Why This Matters CapMetro (Austin’s transit authority) buses aren’t just public transportation—they’re rolling portfolios of industrial-grade technology, quietly powered by companies you can buy stock in. A lot of you won’t actually care too much

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