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Antero Resources: The Quiet Macro Hedge Hiding in the Natural Gas Patch

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This article is proudly sponsored by Sew Torn, a film by Diamantis Zavitsanos! Antero Resources: The Quiet Macro Hedge Hiding in the Natural Gas Patch Natural gas might not be the flashiest ticker on Wall Street, but if you’re watching the macro chessboard, Antero Resources (NYSE: AR) suddenly looks like a surprisingly sharp piece to have in play. […]

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QXO Stock: Brad Jacobs’ Next $50 Billion Logistics Empire — And How Rate Cuts Could Turbocharge the GMS Acquisition

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This article is proudly sponsored by Lake Region State College! QXO Stock: Brad Jacobs’ Next $50 Billion Logistics Empire — And How Rate Cuts Could Turbocharge the GMS Acquisition Sometimes, a stock rally isn’t just about numbers—it’s about the playmaker. QXO, Inc. (NYSE: QXO) is one of those rare tickers where the leadership’s legacy is a

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YPF: The Asymmetric Bet That’s Still Lining Up

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This article is sponsored by College Readiness Consulting! YPF: The Asymmetric Bet That’s Still Lining Up Argentina isn’t exactly the first place most investors think of when hunting for stability. Political drama, a history of capital controls, and bouts of inflation that make Weimar Germany blush have kept global capital on the sidelines for years.

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When Is the Perfect Time to Buy CACC Stock? The Macro Conditions That Matter

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This article is proudly sponsored by Texas Student Media! When Is the Perfect Time to Buy CACC Stock? The Macro Conditions That Matter Credit Acceptance Corporation (NASDAQ: CACC) doesn’t move in a vacuum. Its business — financing subprime auto loans through dealer partnerships — lives and dies by the macro backdrop. Rates, consumer credit health, used

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Mohawk Industries (MHK): One of the Smartest Soft-Landing Rate-Cut Plays

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This article is proudly sponsored by Lake Region State College! Mohawk Industries (MHK): One of the Smartest Soft-Landing Rate-Cut Plays If you believe the Fed is about to guide the U.S. economy into a soft landing — easing interest rates without tipping into a deep recession — Mohawk Industries (NYSE: MHK) should be on your radar.

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Abrams Capital’s Q2 2025 13F: A Masterclass in Measured Optimism

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This article is proudly sponsored by Sew Torn, a film by Diamantis Zavitsanos! Abrams Capital’s Q2 2025 13F: A Masterclass in Measured Optimism When Abrams Capital Management drops a quarterly 13F, it’s never a “spray and pray” list of tickers. David Abrams runs an ultra-concentrated portfolio, and every holding is there because it’s earned the right

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BBRE: Why UTIMCO’s Top Real Estate Bet Will Be a Rate-Cut Winner

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This article is proudly sponsored by Lake Region State College! BBRE: Why UTIMCO’s Top Real Estate Bet Will Be a Rate-Cut Winner If you’ve followed UTIMCO’s portfolio for any length of time, one name keeps showing up near the top: BBRE — a real estate investment trust (REIT)-like exposure that’s been sitting in their high-conviction bucket

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Why 1-800-Flowers (FLWS) is Wilting as a Stock and a Business

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This article is sponsored by College Readiness Consulting! Why 1-800-Flowers (FLWS) is Wilting as a Stock and a Business Some companies manage to reinvent themselves to stay relevant. Others, like 1-800-Flowers.com (NASDAQ: FLWS), seem determined to prove that a dated business model, thin margins, and fickle customer loyalty are a recipe for long-term disappointment. As

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Soros’s New Appetite: Why the Billionaire Just Took a Bite of Aramark

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This article is proudly sponsored by Texas Student Media! Soros’s New Appetite: Why the Billionaire Just Took a Bite of Aramark George Soros doesn’t usually go shopping in the institutional food-service aisle. Yet in Q2 2025, Soros Fund Management opened a brand-new position in Aramark (NYSE: ARMK). It’s not his flashiest trade of the year, but

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