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[@MacroHint](/creator/twitter/MacroHint)
"🚨 STOCK ALERT 🚨 $CNC & $MOH took a HIT today. and heres why it matters 🧵👇 🩺 Health insurers are spiraling the risk pool just got a lot sicker. 💥 Summary: $CNC (Centene): -X% $MOH (Molina): -XX% U.S. health insurance market rattled by Medicaid redeterminations Sicker more expensive enrollees are back on private plans 🔁 Lower margins higher costs = investor panic 📉 The Core Issue: CMS data shows many Medicaid drop-offs are re-enrolling in ACA exchanges making the private pool older & less healthy. 🧠 Translation: More claims. Higher costs. Lower profits. Insurers didnt price this in and"  
![@MacroHint Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1437134269630013441.png) [@MacroHint](/creator/x/MacroHint) on [X](/post/tweet/1940520695739363408) 2025-07-02 21:19:21 UTC XXX followers, XXX engagements


"Two stocks. One macro setup. X Brinker Intl (NYSE: $EAT) ✅ XX% traffic surge at Chilis ✅ Inflation-smart value-focused dining ✅ Big upside as rates fall 🔗 X Amentum (NYSE: $AMTM) ✅ Post-spin gov contractor ✅ Cost-plus contracts = inflation armor ✅ High leverage = rate-cut rocket fuel 🔗 Built for the Feds pivot. Priced for mispricing. #Investing #RateCuts #StockMarket #MacroStrategy #FederalReserve #ValueStocks #Fintwit"  
![@MacroHint Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1437134269630013441.png) [@MacroHint](/creator/x/MacroHint) on [X](/post/tweet/1945114947517583600) 2025-07-15 13:35:16 UTC XXX followers, XX engagements


"1 Union Pacific + CSX/NSC Regulators might actually approve it. Minimal overlap. STB holds the leash. 👉 X Paramount + Skydance Messybut still likely to close. XX% spread. Litigation deal killer. 👉 #MergersAndAcquisitions #UnionPacific #CSX #NSC #Paramount #Skydance #PARAstock #MediaMergers #FreightRail #Investing #DealFlow #ArbitrageOpportunities #MacroHint"  
![@MacroHint Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1437134269630013441.png) [@MacroHint](/creator/x/MacroHint) on [X](/post/tweet/1946222407674429876) 2025-07-18 14:55:55 UTC XXX followers, XX engagements


"🧠 Rates peaked. Inflations fading. The Feds next move Cuts. Heres why $IEF is the bond ETF to watch in 2025 👇 #IEF #BondETF #RateCuts #Treasuries #FixedIncome #MacroInvesting #iShares #Duration #Inflation #FederalReserve #MacroHint"  
![@MacroHint Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1437134269630013441.png) [@MacroHint](/creator/x/MacroHint) on [X](/post/tweet/1946296645403992342) 2025-07-18 19:50:55 UTC XXX followers, XX engagements


"💧 Primo Brands (PRMB) just became the most rate-sensitive tariff-proof stock youre not watching. With Fed cuts coming and water always in demand this post-merger juggernaut is set to flow fast and free. 📈 Read now: #PRMB $PRMB #StockMarket #FedCuts #DividendStocks #ConsumerStaples #MacroHint"  
![@MacroHint Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1437134269630013441.png) [@MacroHint](/creator/x/MacroHint) on [X](/post/tweet/1947308188157550736) 2025-07-21 14:50:25 UTC XXX followers, XX engagements


"📉 No debt. 🖊 Pure SaaS. 🌍 Tariff-proof. 📈 Macro tailwinds ahead. Docusign (DOCU) isnt just digital paperworkits a quietly powerful inflation-resilient stock set to thrive as rates fall. Full breakdown: #DOCU #TechStocks #MacroInvesting #SaaS #DebtFree #RateCuts #InflationHedge #TariffProof #DigitalTransformation"  
![@MacroHint Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1437134269630013441.png) [@MacroHint](/creator/x/MacroHint) on [X](/post/tweet/1946306635959296064) 2025-07-18 20:30:37 UTC XXX followers, XX engagements