Five interesting things that Hodges Capital research analysts discovered this week...
#1 EARNINGS SEASON RECAP: With 99% of S&P 500 market capitalization now reported, approximately 55% EPS growth in 2Q is the strongest on record outside of post-recessionary rebounds, according to Seaport Research Partners.
#2 DEBASEMENT TRADE: Flows into gold funds recently recorded their largest weekly inflows since October 2025, according to BofA Global Research.
#3 CASUAL DINING: According to a recent Freedom Capital Markets survey, August same-store sales are tracking to be the strongest of the year, at +3.5%.
#4 DIESEL PRICES: The latest AAA data show the nationwide average retail price reached $5.69 per gallon. That puts diesel just below its April peak—the highest price since mid-2022.
#5 FANTASY FOOTBALL: The first fantasy football league was created in 1962 by a group called the Greater Oakland Professional Pigskin Prognosticators League (GOPPPL).
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