MacroHint

MacroHint

If I Were CEO of Molina Right Now… I’d Move Fast and Act Cleaner Than Centene

This article is sponsored by College Readiness Consulting! If I Were CEO of Molina Right Now… I’d Move Fast and Act Cleaner Than Centene When the risk pool tsunami hits your neighbor’s house, don’t wait for it to flood yours. On July 2, Centene (CNC) dropped a bomb: “Our ACA members are sicker than expected. We’re pulling […]

If I Were CEO of Molina Right Now… I’d Move Fast and Act Cleaner Than Centene Read More »

What’s Inside Trump’s “Big Beautiful Bill”—Now That the House Just Passed It

This article is proudly sponsored by Lake Region State College! What’s Inside Trump’s “Big Beautiful Bill”—Now That the House Just Passed It If you’ve been within earshot of a TV, meme account, or populist uncle lately, you’ve probably heard about President Trump’s “Big Beautiful Bill.” He promised it would be “huge,” “the best,” and “incredible for

What’s Inside Trump’s “Big Beautiful Bill”—Now That the House Just Passed It Read More »

If I Were CEO of Centene Right Now… I’d Start Fasting, Praying, and Repricing Risk Pools

This article is sponsored by College Readiness Consulting! If I Were CEO of Centene Right Now… I’d Start Fasting, Praying, and Repricing Risk Pools The Medicaid margin bomb just went off. Here’s how I’d lead Centene out of the wreckage by 2030. On 7/2/2025, Centene stock fell around 40%. Not because of a scandal. Not

If I Were CEO of Centene Right Now… I’d Start Fasting, Praying, and Repricing Risk Pools Read More »

Why Centene and Molina Crashed Today: The Risk Pool Just Got Real

This article is proudly sponsored by Sew Torn, a film by Diamantis Zavitsanos! Why Centene and Molina Crashed Today: The Risk Pool Just Got Real Wall Street woke up today and chose violence. Medicaid-focused managed care stocks — especially Centene (CNC) and Molina (MOH) — got absolutely wrecked. And I’m not talking a little dip.

Why Centene and Molina Crashed Today: The Risk Pool Just Got Real Read More »

Christy Walton Supported No Kings Day — LOL

This article is proudly sponsored by Texas Student Media! Christy Walton Supported No Kings Day The Walmart heiress just threw a freedom-themed tea party at the monarchy’s expense. You can’t make this stuff up. Imagine the irony. One of the wealthiest women in the world—a literal Walton, of Walmart fortune fame—just bankrolled a celebration of “No

Christy Walton Supported No Kings Day — LOL Read More »

Peloton Still Won’t Sell Itself—And That’s Honestly Hilarious

This article is sponsored by College Readiness Consulting! Peloton Still Won’t Sell Itself—And That’s Honestly Hilarious From Fitness Unicorn to Unicycle Peloton (PTON) was the pandemic-era dream stock: sleek bikes, celebrity instructors, and cult-like loyalty. In 2021, it peaked near a $50 billion valuation. Today? Market cap: ~$2.5 billion Subscribers: Down to ~5.8 million Hardware

Peloton Still Won’t Sell Itself—And That’s Honestly Hilarious Read More »

NYC’s Next Mayor? Brace Yourself for Mandates, Mix-Ups—and Maybe Budget Battles

This article is proudly sponsored by Lake Region State College! NYC’s Next Mayor? Brace Yourself for Mandates, Mix-Ups—and Maybe Budget Battles The race to succeed Eric Adams is heating up—especially with frontrunner Zohran Mamdani promising bold, generous, and eyebrow-raising policies. But which ones can a mayor actually implement—without triggering a corporate exodus? Let’s unpack the top

NYC’s Next Mayor? Brace Yourself for Mandates, Mix-Ups—and Maybe Budget Battles Read More »

ETF Research: VanEck Junior Gold Miners ETF (NYSEARCA: GDXJ)

This article is proudly sponsored by Sew Torn, a film by Diamantis Zavitsanos! ETF Research: VanEck Junior Gold Miners ETF (NYSEARCA: GDXJ) The VanEck Junior Gold Miners ETF (NYSEARCA: GDXJ) is one of the most widely held and liquid ETFs providing exposure to small- and mid-cap gold and precious metal mining companies. As of May

ETF Research: VanEck Junior Gold Miners ETF (NYSEARCA: GDXJ) Read More »

Are Companies Still Milking Inflation? Bro, My McDonald’s Sprite Cost $12

This article is proudly sponsored by Lake Region State College! Are Companies Still Milking Inflation? Bro, My McDonald’s Sprite Cost $12 Ticker Warning: MCD, KO, PEP, PG—you’ve been served. It’s the second half of 2025. The Fed is looking to ease up soon. Wages have cooled. Freight rates are normal-ish. But somehow, your morning McDonald’s order

Are Companies Still Milking Inflation? Bro, My McDonald’s Sprite Cost $12 Read More »

Oracle’s $30 Billion Mystery Date: Who’s Behind the Biggest Cloud Deal Ever?

This article is proudly sponsored by Texas Student Media! Oracle’s $30 Billion Mystery Date: Who’s Behind the Biggest Cloud Deal Ever? When Larry Ellison says “game-changer,” he means it. But who’s footing the $30 billion tab? Spoiler: It’s not your neighborhood smoothie shop. Oracle just pulled off one of the biggest cloud deals in human history.

Oracle’s $30 Billion Mystery Date: Who’s Behind the Biggest Cloud Deal Ever? Read More »