This article is proudly sponsored by Texas Student Media! Who Wants AT&T’s Mexico Business the Most? Follow the Signals, Not the Static It’s official: AT&T (NYSE: T) is trying to call it quits in Mexico—and this time, it’s not just bad reception. According to Bloomberg on August 7, 2025, the telecom giant is looking to sell […]
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This article is sponsored by College Readiness Consulting! Trump Just Slapped India With a 50% Tariff for Buying Russian Oil—Here’s Who Wins, Who Loses, and Who’s Just Sitting There Sweating Let’s not pretend this wasn’t coming. President Trump—never one to let a “deal gone wrong” slide—followed through on threats to punish India for continuing to
This article is proudly sponsored by Lake Region State College! George Soros’ Q1 2025 Portfolio: A Macro Map in Motion George Soros is famous for betting big on macro inflection points—and his Q1 2025 13F shows he’s still at it. With markets facing a storm of conflicting signals—Fed rate cut debates, sticky inflation, tech-fueled optimism, and
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This article is proudly sponsored by Sew Torn, a film by Diamantis Zavitsanos! Rob Citrone’s Q1 2025 Portfolio: A Global Macro Map of Conviction Robert Citrone isn’t your average long-only equity manager—he’s one of the original Tiger Cubs and a macro specialist who’s not afraid to take concentrated, unconventional macro bets. His Q1 2025 13F shows
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This article is proudly sponsored by Texas Student Media! Wingstop Is America’s Real Inflation Hedge (Because Flavor Costs Extra) Chicken Wings vs Inflation: The Real Fight of the Decade Temporarily forget gold. Forget TIPS. If you wanted to outpace inflation over the past 10 years, all you needed to do was invest in… flavor. Wingstop, the
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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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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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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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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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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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