This article is proudly sponsored by Lake Region State College! Bolsonaro, Beef, and 50% Tariffs: Who Wins and Loses if Trump Taxes Brazil Into Next Week What Happened? Trump’s trade war just got a South American sequel—here’s what it means for your stocks, your steak, and your sanity. President Trump just announced a 50% tariff on […]
This article is proudly sponsored by Texas Student Media! TopBuild Just Bought a Roofing Empire — Was It Smart? This morning, TopBuild (NYSE: BLD) decided it was tired of being pigeonholed as “just the insulation guys.” So they dropped $810 million in cash on Progressive Roofing, a commercial roofing company with big EBITDA and bigger market
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This article is proudly sponsored by Sew Torn, a film by Diamantis Zavitsanos! Copper’s Getting Taxed, Pharma’s Getting Time: Who Wins in Trump’s Tariff Shuffle? Pop quiz: What’s orange, conducts electricity, and just got slapped with a 50% tariff? That’s right—copper. On July 8, 2025 (yesterday), President Donald Trump dropped a trade bombshell from somewhere between
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This article is proudly sponsored by Lake Region State College! Dick’s–Foot Locker Merger Likely Faces Antitrust Hurdles: Market Overlap, Labor Risks, and Brand Control Executive Summary On May 15, 2025, Dick’s Sporting Goods (NYSE: DKS) announced its intention to acquire Foot Locker (NYSE: FL) in a cash-or-stock transaction valued at approximately $2.4bn. Foot Locker shareholders may
This article is sponsored by College Readiness Consulting! Is Apple About to Ditch Google? Inside Its Quiet Talks to Buy Perplexity AI Apple + Perplexity AI? The Search (Engine) for Independence First, Meta. Now Apple. Just days after reports surfaced that Meta Platforms (META) had held discussions with AI startup Perplexity, new leaks suggest that
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This article is proudly sponsored by Sew Torn, a film by Diamantis Zavitsanos! Why Turkcell (TKC) Stock Is a Top Emerging Markets Buy as Turkey Cuts Rates Company: Turkcell İletişim Hizmetleri A.Ş. (NYSE: TKC) Rating: BUY Original Thesis Date: June 2025 It turns out that you don’t necessarily need to go full frontier-market cowboy to find
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This article is proudly sponsored by Texas Student Media! Mask off, Tariffs on President Trump just fired the first major trade bazooka of 2025—slapping a 25% blanket tariff on all imports from Japan and South Korea starting August 1. If you thought we were done with trade wars, think again. This isn’t just about semiconductors and
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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
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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
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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
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