MacroHint

MACROHINT

Menu
Contact Us

MACROHINT

MacroHint

America Movil Stock: High Cash Flow, FX Tailwinds, and EM Telecom Dominance (NYSE: AMX)

Leave a Comment / Uncategorized /

This article is sponsored by College Readiness Consulting! America Movil Stock: High Cash Flow, FX Tailwinds, and EM Telecom Dominance (NYSE: AMX) America Movil (NYSE: AMX) is the largest telecommunications provider in Latin America, with operations spanning over 20 countries and more than 300mn wireless subscribers across Mexico, Brazil, Colombia, Argentina, and other major regional […]

America Movil Stock: High Cash Flow, FX Tailwinds, and EM Telecom Dominance (NYSE: AMX) Read More »

Why Matt Halbower Is Betting Big on Fannie and Freddie—But Not Like Ackman

Leave a Comment / Uncategorized /

This article is proudly sponsored by Sew Torn, a film by Diamantis Zavitsanos! Why Matt Halbower Is Betting Big on Fannie and Freddie—But Not Like Ackman Matt Halbower, founder of event-driven hedge fund Pentwater Capital, is on a heater. He nailed the Twitter merger. He nailed the Nippon–U.S. Steel deal. And now he’s going for the

Why Matt Halbower Is Betting Big on Fannie and Freddie—But Not Like Ackman Read More »

Elevance Health Just Took Its Medicine—And It Tastes Like $30 EPS

Leave a Comment / Uncategorized /

This article is proudly sponsored by Lake Region State College! Elevance Health Just Took Its Medicine—And It Tastes Like $30 EPS Doctor’s Orders: Lower Your Expectations Elevance Health (NYSE: ELV) just dropped a prescription for the market, and it reads: “Reduced EPS. Take with a glass of Carelon and some Medicaid rate alignment. Side effects may

Elevance Health Just Took Its Medicine—And It Tastes Like $30 EPS Read More »

If Coca-Cola Went Full Cane Sugar, Here’s What Would Actually Happen

Leave a Comment / Uncategorized /

This article is proudly sponsored by Texas Student Media! If Coca-Cola Went Full Cane Sugar, Here’s What Would Actually Happen The Scenario: Goodbye HFCS, Hello Cane Sugar? Let’s say Coca-Cola wakes up tomorrow, acquiesces to President Trump, and announces: “We’re dropping high-fructose corn syrup and going 100% real cane sugar in the U.S. and Canada.” Consumers

If Coca-Cola Went Full Cane Sugar, Here’s What Would Actually Happen Read More »

Who Pulled $52 Billion from BlackRock—and Why It Might Matter More Than You Think

Leave a Comment / Uncategorized /

This article is sponsored by College Readiness Consulting! Who Pulled $52 Billion from BlackRock—and Why It Might Matter More Than You Think BlackRock (NYSE: BLK) just reported another record-breaking quarter. Revenue? Up 13%. Earnings? $12.05 per share. Assets under management? A chill $12.5 trillion. But buried inside the press release, like a footnote in a

Who Pulled $52 Billion from BlackRock—and Why It Might Matter More Than You Think Read More »

Brinker International (NYSE: EAT): The Value-Driven Restaurant Stock Built for the Fed’s Next Move

Leave a Comment / Uncategorized /

This article is proudly sponsored by Sew Torn, a film by Diamantis Zavitsanos! Brinker International (NYSE: EAT): The Value-Driven Restaurant Stock Built for the Fed’s Next Move Brinker International is a leading U.S.-based casual dining operator, owning and franchising over 1.6k restaurants under the Chili’s Grill & Bar and Maggiano’s Little Italy brands. In fiscal Q3

Brinker International (NYSE: EAT): The Value-Driven Restaurant Stock Built for the Fed’s Next Move Read More »

Amentum (NYSE: AMTM): The Post-Spin Government Contractor Built for a Rate-Cut Rally

Leave a Comment / Uncategorized /

This article is proudly sponsored by Lake Region State College! Amentum (NYSE: AMTM): The Post-Spin Government Contractor Built for a Rate-Cut Rally Amentum is a leading U.S.-based government services contractor that provides mission-critical support across defense, intelligence, energy, environmental, and infrastructure markets. Spun off in late 2024 from Jacobs Solutions (NYSE: J), Amentum operates under long-duration,

Amentum (NYSE: AMTM): The Post-Spin Government Contractor Built for a Rate-Cut Rally Read More »

Why CVS Should Split Into Two Companies: Unlocking Billions in Shareholder Value

Leave a Comment / Uncategorized /

This article is proudly sponsored by Texas Student Media! Why CVS Should Split Into Two Companies: Unlocking Billions in Shareholder Value From where I sit, CVS Health (NYSE: CVS) is sitting on a goldmine–but you wouldn’t know it from the stock price. I am talking about a company that owns quality healthcare brands such as Aetna,

Why CVS Should Split Into Two Companies: Unlocking Billions in Shareholder Value Read More »

Ferrero Just Bought Your Childhood Breakfast—And It Wasn’t Cheap

Leave a Comment / Uncategorized /

This article is proudly sponsored by Texas Student Media! Ferrero Just Bought Your Childhood Breakfast—And It Wasn’t Cheap You’ve dipped strawberries in Nutella. You’ve crunched through a bowl of Frosted Flakes at midnight. But did you ever think the people behind Ferrero Rocher would be the ones writing the next chapter of Tony the Tiger’s life?

Ferrero Just Bought Your Childhood Breakfast—And It Wasn’t Cheap Read More »