The US is now the enemy of the west

EastGroup Properties (NYSE: EGP), an industrial REIT focused on Sunbelt logistics, reported Q2 2025 GAAP revenue of $177.3 million, exceeding expectations, and non-GAAP earnings per share of $2.21. Despite revenue growth, occupancy declined slightly, indicating early caution in certain markets while maintaining pricing power on lease renewals. Want More Context? 🔎

Live Oak Bancshares (NYSE:LOB) reported Q2 2025 earnings on July 23, highlighting record loan production and deposit growth, resulting in total revenue of $143.7 million and EPS of $0.51, both surpassing analyst expectations. The bank, focused on small business lending and government-backed loans, demonstrated strong top-line momentum and improved cost efficiency, despite a dip in year-over-year GAAP profits. Want More Context? 🔎

In this podcast episode, Motley Fool host Anand Chokkavelu, along with contributors Jason Hall and Matt Frankel, discusses Netflix's ongoing dominance in the streaming industry and highlights key investment insights. Listeners are encouraged to explore the full range of Motley Fool's free podcasts and consider a top 10 list of stocks for potential investment. Want More Context? 🔎

Prosperity Bancshares (NYSE:PB) has announced a definitive agreement to acquire American Bank Holding Co., aiming to strengthen its presence in South and Central Texas. This merger will add four branches in San Antonio and may lead to a leading market share in Corpus Christi. Want More Context? 🔎

In Q2 2025, Moody's (NYSE:MCO) showed resilience by achieving revenue growth and increased adjusted operating margins despite a tough origination landscape and issuance declines. The company is focusing on private credit for growth, enhancing its role through strategic investments and partnerships, while also integrating GenAI and digital solutions to boost engagement and monetization opportunities. Want More Context? 🔎

Private equity groups (PEGs) are gaining momentum following a provision in President Trump's new law that allows them to deduct more interest on debt through their acquisitions. This development positions PEGs, whose leaders support Trump, closer to accessing the lucrative $12 trillion 401(k) retirement market as they seek to restructure companies for profit within a few years. Want More Context? 🔎