This article is sponsored by College Readiness Consulting! D1 Capital’s Q2 2025 New Buys: Betting on Housing Cycles, Building Materials, and Industrial Flow For most of 2025, the Fed’s “high for longer” rate stance has kept the cost of capital elevated, putting pressure on rate-sensitive sectors like housing and manufacturing. But with market consensus shifting […]
This article is proudly sponsored by Texas Student Media! Why BP Is Unlikely to Be Acquired by a Major Oil Rival Introduction Recent headlines have reignited speculation about a potential acquisition of BP by a rival energy major–most notably Shell, Chevron, or TotalEnergies. While the narrative may sound compelling given BP’s lagging stock performance and activist
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This article is proudly sponsored by Sew Torn, a film by Diamantis Zavitsanos! Why Casey’s Is Crushing It (And Probably Making Better Pizza Than Domino’s) By the Numbers: Over 2,600 stores and counting $1.2 billion in EBITDA in FY 2025 5th largest pizza chain in America 26 consecutive years of dividend increases Over 40% of gross
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This article is proudly sponsored by Lake Region State College! Bridgewater’s New Q2 2025 Positions: Dalio’s Multi-Asset Playbook for a Tectonic Rate Shift The Fed’s 2025 stance has been clear: hold the line on rates until inflation is firmly under control. Yet, markets see the ice starting to crack — with consensus building for small, steady
This article is sponsored by College Readiness Consulting! Seth Klarman’s Baupost Group Q2 2025 Moves: Value Discipline Meets a Shifting Rate Cycle For most of 2025, the Fed has kept its foot on the brake — holding rates high in the face of stubborn inflation, tariff pressures, and wage stickiness. But with growth cooling and
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This article is proudly sponsored by Texas Student Media! Renaissance Technologies’ New Q2 2025 Bets: Positioning for the Long Glide Into Rate Cuts For most of 2025, the Federal Reserve has kept the federal funds rate pinned high, citing sticky inflation, persistent tariffs, and a desire to avoid reigniting the price spiral. But markets are now
This article is sponsored by College Readiness Consulting! CAVA Shares Get Torched After Lukewarm Sales — Peers Catch the Smoke Too When your same-store sales come in at a third of what Wall Street wanted, the market doesn’t just frown — it grabs the hot sauce and sets your stock on fire. CAVA Group (NYSE:
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This article is proudly sponsored by Sew Torn, a film by Diamantis Zavitsanos! Lululemon Stock’s Brutal 2025: Down 48% YTD — What Happened, and Should You Buy Now or Wait for the Real Trough? Lululemon Athletica (NASDAQ: LULU) has gone from market darling to cautionary tale in less than a year. As of August 12, 2025,
This article is proudly sponsored by Lake Region State College! UTIMCO’s New Buys: Reading the Tea Leaves Behind Texas’ Biggest Portfolio Moves When the University of Texas/Texas A&M Investment Management Company (UTIMCO) adjusts its portfolio, it’s worth paying attention. With roughly $65 billion under management, they’re not chasing meme stocks — they’re positioning for macro trends
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This article is proudly sponsored by Texas Student Media! Utilities Are Boring—Until They’re Not: Why Rate Cuts Make Stocks Like AEP and DUK Shockingly Interesting Let’s Be Honest: Utilities Are Not Cool Nobody brags about owning American Electric Power (AEP) at a cocktail party. Utilities don’t disrupt. They don’t pivot. They don’t scale with AI. What