This article is proudly sponsored by Texas Student Media! Why Establishment Labs (NASDAQ: ESTA) Is a Poised Winner in the Global Rotation Toward Emerging Markets Ticker: Establishment Labs Holdings Inc. (NASDAQ: ESTA)Rating: BUYThesis Date: July 2025 Establishment Labs might be known as a medtech company specializing in breast implants—but under the surface, it’s a textbook macroeconomic […]
This article is proudly sponsored by Lake Region State College! The Fed Hit Pause Again—But Two Dissenters Just Flashed the First Real Signal of a Pivot The Federal Reserve Just Blinked—Kind Of For the seventh straight meeting, the Federal Reserve left its benchmark interest rate unchanged at 4.25%–4.50%. On paper? Yawn. In reality? The first real
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This article is proudly sponsored by Texas Student Media! Palo Alto Networks (NASDAQ: PANW) to Acquire CyberArk (NASDAQ: CYBR) for $25B: Identity Security Just Got Real Palo Alto Networks Just Spent $25 Billion to Find Out Who You Are (and Keep You Safe) In a move that just made the cybersecurity world spit out its coffee,
This article is proudly sponsored by Lake Region State College! Martin Marietta Materials (NYSE: MLM): The Rock-Solid Industrial You’ve Been Sleeping On Executive Summary Martin Marietta Materials (NYSE: MLM) is the second-largest construction materials company in the U.S., with ≈20.5% market share—just behind Vulcan Materials. MLM manufactures and sells aggregates (~80% of revenue), cement (~10%), and
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This article is proudly sponsored by Sew Torn, a film by Diamantis Zavitsanos! Retail Data Sends A Warning: Why the Market Feels Great (Until It Doesn’t) The Market Is Partying Like It’s 1999 The S&P 500 just notched 6,388.64, another record high in a rally that feels like it’s fueled by Red Bull, tech earnings, and
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This article is proudly sponsored by Texas Student Media! Freeport-McMoRan (NYSE: FCX): The Gold-Copper Power Play Hiding in Plain Sight Executive Summary: What if you could inflation-proof your portfolio and bet on the next infrastructure supercycle—all in one stock?Freeport-McMoRan (FCX) says: “Hold my pickaxe.” FCX is a global mining powerhouse with a one-two punch: gold for
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This article is proudly sponsored by Lake Region State College! Why Freestone Grove Bought These 22 Stocks in Q1 2025: Inflation Hedges, Rate Cut Plays, and Slowdown-Proof Picks Freestone Grove Capital revealed a batch of brand-new positions in Q1 2025 that offers a revealing look into how smart, former Citadel money is preparing for what’s next:
This article is proudly sponsored by Texas Student Media! Why Analog Devices (ADI) Is a Top Semiconductor Stock for Industrial Growth and 2025 Rate Cuts Analog Devices (ADI) is one of the best-positioned semiconductor stocks in today’s environment of sticky inflation, expected late‑2025 Fed rate cuts, and tariff-driven volatility. As a high-margin, cash-generating analog leader with
This article is proudly sponsored by Texas Student Media! Why American Electric Power (AEP) Is a Top Utility Stock for Inflation, Tariffs, and 2025 Rate Cuts American Electric Power (NASDAQ: AEP) stands out as a high-conviction utility stock in a macro landscape shaped by sticky inflation, anticipated late‑2025 interest rate cuts, and persistent tariff and reshoring
This article is proudly sponsored by Sew Torn, a film by Diamantis Zavitsanos! Why F&G Annuities (FG) Is a Deep Value Financial Stock Built for 2025 Rate Cuts and Annuity Growth F&G Annuities & Life (NYSE: FG) is a high-upside insurance stock with a rare mix of deep value, macro defensiveness, and structural growth, making it