MacroHint

MacroHint

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

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, […]

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

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?

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Bolsonaro, Beef, and 50% Tariffs: Who Wins and Loses if Trump Taxes Brazil Into Next Week

This article is proudly sponsored by Lake Region State College! Bolsonaro, Beef, and 50% Tariffs: Who Wins and Loses if Trump Taxes Brazil Into Next Week What Happened? Trump’s trade war just got a South American sequel—here’s what it means for your stocks, your steak, and your sanity. President Trump just announced a 50% tariff on

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TopBuild Just Bought a Roofing Empire — Was It Smart?

This article is proudly sponsored by Texas Student Media! TopBuild Just Bought a Roofing Empire — Was It Smart? This morning, TopBuild (NYSE: BLD) decided it was tired of being pigeonholed as “just the insulation guys.” So they dropped $810 million in cash on Progressive Roofing, a commercial roofing company with big EBITDA and bigger market

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Copper’s Getting Taxed, Pharma’s Getting Time: Who Wins in Trump’s Tariff Shuffle?

This article is proudly sponsored by Sew Torn, a film by Diamantis Zavitsanos! Copper’s Getting Taxed, Pharma’s Getting Time: Who Wins in Trump’s Tariff Shuffle? Pop quiz: What’s orange, conducts electricity, and just got slapped with a 50% tariff? That’s right—copper. On July 8, 2025 (yesterday), President Donald Trump dropped a trade bombshell from somewhere between

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Dick’s–Foot Locker Merger Likely Faces Antitrust Hurdles: Market Overlap, Labor Risks, and Brand Control

This article is proudly sponsored by Lake Region State College! Dick’s–Foot Locker Merger Likely Faces Antitrust Hurdles: Market Overlap, Labor Risks, and Brand Control Executive Summary On May 15, 2025, Dick’s Sporting Goods (NYSE: DKS) announced its intention to acquire Foot Locker (NYSE: FL) in a cash-or-stock transaction valued at approximately $2.4bn. Foot Locker shareholders may

Dick’s–Foot Locker Merger Likely Faces Antitrust Hurdles: Market Overlap, Labor Risks, and Brand Control Read More »

Is Apple About to Ditch Google? Inside Its Quiet Talks to Buy Perplexity AI

This article is sponsored by College Readiness Consulting! Is Apple About to Ditch Google? Inside Its Quiet Talks to Buy Perplexity AI Apple + Perplexity AI? The Search (Engine) for Independence First, Meta. Now Apple. Just days after reports surfaced that Meta Platforms (META) had held discussions with AI startup Perplexity, new leaks suggest that

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Why Turkcell (TKC) Stock Is a Top Emerging Markets Buy as Turkey Cuts Rates

This article is proudly sponsored by Sew Torn, a film by Diamantis Zavitsanos! Why Turkcell (TKC) Stock Is a Top Emerging Markets Buy as Turkey Cuts Rates Company: Turkcell İletişim Hizmetleri A.Ş. (NYSE: TKC) Rating: BUY Original Thesis Date: June 2025 It turns out that you don’t necessarily need to go full frontier-market cowboy to find

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