Category Archives: general

Bringing Rare Earths Back

We can’t have a strong defense industrial base without the ability to make things here at home.

Building and maintaining a robust manufacturing capability within our country is essential for national security. It ensures that we are not dependent on foreign sources for critical defense materials and technologies.

Investing in domestic production not only strengthens our defense readiness but also supports local jobs and economic growth. To safeguard our future, we must prioritize the ability to produce defense equipment right here at home.
https://www.realclearpolitics.com/2025/11/03/bringing_rare_earths_back_659568.html

Superior Group of Companies, Inc. (SGC) Q3 2025 Earnings Call Transcript

Operator: Good afternoon, everyone, and welcome to the Superior Group of Companies’ Third Quarter 2025 Conference Call.

With us today are Michael Benstock, Chief Executive Officer; and Mike Koempel, President and Chief Financial Officer.

As a reminder, this conference call is being recorded.

This call may contain forward-looking statements regarding the company’s plans, initiatives, strategies, and anticipated financial performance, including, but not limited to, sales and profitability. Such statements are based upon management’s current expectations, projections, estimates, and assumptions.

Words such as expect, believe, anticipate, think, outlook, hope, and variations of such words and similar expressions identify these forward-looking statements.

Forward-looking statements involve known and unknown risks and uncertainties that may cause future results to differ materially from those suggested by the statements.

These risks and uncertainties are further disclosed in the company’s periodic filings with the Securities and Exchange Commission, including, but not limited to, the company’s most recent annual report on Form 10-K and quarterly reports.
https://seekingalpha.com/article/4837183-superior-group-of-companies-inc-sgc-q3-2025-earnings-call-transcript?source=feed_all_articles

Jackson State gets back on track, dominates Florida A&M 41-16

Jackson State got back on track Saturday with a commanding 41-16 victory over Florida A&M in Tallahassee. The win was pivotal; a loss would have thrown the SWAC East championship race into utter chaos. With the victory, JSU re-establishes control over its destiny.

The Tigers entered the game without starting quarterback Jacobian Morgan, who suffered a lower-leg injury in the previous week’s game against Grambling State. Head Coach T.C. Taylor successfully pivoted the offensive game plan, relying entirely on the run game with backup Jarad Lockhart under center. Jackson State’s revamped offense focused almost exclusively on the ground, rushing 56 times and compiling a massive 392 total rushing yards—a figure that alone exceeded FAMU’s total offense for the night (202 yards).

Lockhart, who only attempted 10 passes (completing five with one passing touchdown), used his legs effectively, rushing eight times for 37 yards. The ground attack was powered by the running back room: Ahmad Miller led the effort with 19 carries for 165 yards and one touchdown, including a 64-yard scamper; Donerio Davenport finished with 16 carries for 112 yards and a score; and Travis Terrell Jr., whom many fans have long advocated to be featured more heavily, rushed nine times for 29 yards and scored a touchdown.

While the score was a defensive battle at halftime (10-3), Jackson State exploded in the second half, outscoring FAMU 31-13. This demoralizing loss further heats up the hot seat for FAMU Head Coach James Colzie III.

On the following Monday’s SWAC call, Coach Colzie expressed deep frustration that his team failed to capitalize against the injury-depleted Jackson State squad, noting their performance was plagued by poor decisions and self-inflicted wounds. “We started the game, you know, mishandling the kickoff, having to start a drive at the minus 11 and then obviously having to start on the next drive at the minus one,” Colzie detailed.

He specifically pointed to offensive inefficiency that crippled their ability to sustain drives: “We were running, we had a lot of third down the longs, man, third down, the extra longs. Right. And that’s not the recipe for success, especially offensively.”

FAMU finished the game failing to convert on 10 of their 11 third-down attempts, which validated Colzie’s concerns about getting into “third down and long” situations against a stout defense.

Looking ahead, Florida A&M now faces a difficult road game against the UAPB Golden Lions, who are riding high after snapping a five-year losing streak against Southern University with a dominant 40-21 win. UAPB will be looking to secure a victory against a struggling FAMU team to further raise the stock of their program.

Meanwhile, Jackson State will look to continue its winning momentum when they host Mississippi Valley State. Both games are set to kick off on Saturday at 3 p.m. EST.
https://clutchpoints.com/hbcu/jackson-state-gets-back-on-track-dominates-florida-am-41-16

Illinois Congressman Jesús ‘Chuy’ García will not seek reelection, sources tell ABC7

CHICAGO (WLS) — Democratic Rep. Jesús “Chuy” García, who represents Illinois’ 4th Congressional District, will not seek reelection in 2026, sources told ABC7 on Monday.

The 69-year-old congressman’s chief of staff, Patty Garcia, filed petitions with the Illinois State Board of Elections to run for his seat on Monday, which is the filing deadline.

Sources say García will finish out his current term. Further information was not immediately available.

This is a developing story. Check back with ABC7 for updates.
https://abc7chicago.com/post/midterm-election-2026-news-congressman-jess-chuy-garca-will-not-seek-reelection-illinois-4th-congressional-district/18110004/

“These idiotic takes are ruining my day” – Fans slam ex-Italian pro for his ‘be careful’ advice to Carlos Alcaraz regarding Jannik Sinner rivalry

Carlos Alcaraz and Jannik Sinner are undoubtedly two of the most dominant men’s singles stars of the current era.

Their remarkable talent and consistent performances have set them apart in the highly competitive world of professional tennis. As young athletes, both have shown incredible potential and have quickly risen through the ranks to challenge established champions.

Fans and analysts alike eagerly follow their careers, anticipating exciting matches and memorable moments on the court. With their skill and determination, Alcaraz and Sinner are shaping the future of men’s tennis.
https://www.sportskeeda.com/tennis/news-these-idiotic-takes-ruining-day-fans-slam-ex-italian-pro-be-careful-advice-carlos-alcaraz-regarding-jannik-sinner-rivalry

Vikings QB JJ McCarthy Sends 4-Word Message to Lions, Dan Campbell

The Minnesota Vikings dropped the Detroit Lions, who were coming out of their bye week, at Ford Field on Sunday. Following the game, quarterback JJ McCarthy had a bit of fun with his vanquished opponents.

On Monday, November 3, McCarthy took to Instagram and posted a four-word message that served as a playful jab at the Lions. “Knee caps are intact,” he captioned a series of photographs from the Vikings-Lions contest.

The quarterback’s comment was a nod to a now-infamous press conference Lions head coach Dan Campbell gave in January 2021 when he was introduced as Detroit’s new leader. Campbell said:

> “Here’s what I do know, that this team is going to take on the identity of this city. And this city’s been down, and it found a way to get up. It’s found a way to overcome adversity. So this team’s going to be built on, we’re going to kick you in the teeth, all right?
> And when you punch us back, we’re going to smile at you, and when you knock us down, we’re going to get up.
> And on the way up, we’re going to bite a kneecap off.
> And we’re going to stand up, and then it’s going to take two more shots to knock us down.
> And on the way up, we’re going to take your other kneecap, and we’re going to get up, and then it’s going to take three shots to get us down.
> And when we do, we’re going to take another hunk out of you.
> Before long, we’re going to be the last one standing. That’s going to be the mentality.”

### JJ McCarthy: Hero of Vikings’ Crucial Road Win in Detroit

McCarthy has every reason to walk around with swagger after besting the Lions in Michigan—a state where the 22-year-old quarterback attended college and led the Wolverines to a national championship. He returned to the area over the weekend after missing five games (six weeks) with a high-ankle sprain.

There were considerable questions about his readiness for the NFL spotlight, especially after struggles during seven of the eight quarters he played in the team’s first two games of the 2025 season. However, McCarthy put up solid numbers against Detroit, completing 14-of-25 passes for 143 yards, two touchdowns, and one interception. He also rushed for a score and made a crucial third-down conversion on a pass to wide receiver Jalen Nailor late in the fourth quarter, sealing the three-point victory.

### Vikings Playing With New Energy, Says McCarthy

Following the game, McCarthy spoke to Tom Rinaldi of FOX Sports about a new energy in Minnesota after the Vikings’ 3-4 start to the year. This boost in spirit is something the team will desperately need, especially with the toughest schedule in the league looming over the final 10 games, including road matchups like the recent game against the Lions.

“Obviously, a lot of excitement … and I’m just so proud of the guys,” McCarthy said during the postgame interview. “We fought, we had a different energy this week, a different level of focus. But there’s a lot more we can clean up.”

He added, “We haven’t reached our potential. We haven’t even gotten close yet.”

With renewed energy and determination, the Vikings will look to build on this hard-fought win as the season progresses.
https://heavy.com/sports/nfl/minnesota-vikings/jj-mccarthy-dan-campbell-detroit-lions/

ESPN officially remains dark on YouTube TV for ‘Monday Night Football’

Monday Night Football has officially kicked off on ESPN and ABC, but YouTube TV subscribers remain in the dark. This reality became apparent late Monday evening when YouTube TV issued a statement rejecting Disney’s offer to reactivate ABC on its platform for Tuesday night’s election coverage.

If a new distribution agreement were imminent, YouTube TV likely wouldn’t have addressed programming scheduled for Tuesday night. As a result, approximately 10 million YouTube TV subscribers find themselves at a loss, unable to watch Monday Night Football between the Arizona Cardinals and Dallas Cowboys.

One would have expected that the Cowboys, of all teams, would have motivated both sides to reach a new deal. Networks rarely get the chance to air “America’s Team” and capitalize on the massive ratings they bring in every week. Likewise, YouTube TV isn’t eager to alienate the many Cowboys fans who might unsubscribe and switch to a competitor’s service due to the blackout.

Unfortunately, both sides remain at an impasse over price. Disney, holding valuable live sports programming across its ESPN family of networks, is leveraging the strength of its portfolio to negotiate the highest possible per-subscriber fee. Meanwhile, YouTube TV is pushing for lower rates aligned with those secured by the largest pay-TV distributors in the country, such as Comcast and Charter.

This standoff carries serious implications. NFL games are some of the most popular and widely viewed programming on television—especially when the Dallas Cowboys are playing. The fact that an agreement hasn’t been reached in time for Monday Night Football appears to confirm reports that both sides remain “far apart” on price.

Looking ahead, next Monday’s Monday Night Football matchup between the Green Bay Packers and the Philadelphia Eagles promises to be one of the most important games in the NFC this season. Missing one NFL game already sends a strong message that both sides are serious. Missing a second, featuring two Super Bowl contenders, would signal even more significant and potentially long-term issues.

Despite Monday’s blackout on YouTube TV, it’s still more likely than not that the two sides will reach an agreement relatively soon. Disney stands to lose roughly $5 million each day without access to the YouTube TV platform. Conversely, YouTube TV risks losing subscribers each day that Disney-owned networks remain unavailable.

There is clear motivation on both sides to resolve this dispute. The real question is: how long will paying customers be left holding the bag?
https://awfulannouncing.com/nfl/espn-dark-youtube-tv-monday-night-football.html

New York City’s mayoral election: Letters to the Editor — Nov. 4, 2025

The Issue: New York City’s Mayoral Election Sparks Heated Debate

Polls currently show Zohran Mamdani in the lead as New Yorkers prepare to choose their next mayor. It is astonishing to some that the city is on the verge of electing Mamdani, who critics label as a communist and terrorist sympathizer, accusing him of being pro-crime, anti-American, antisemitic, and anti-Italian (“Turnout set for record high, giving Cuo edge,” Nov. 3).

His policies, opponents argue, have failed wherever they have been tried in the past. They question whether this “child of privilege,” who has never held a job in the private sector, truly possesses a magic formula to make them work now. As one voice reminds us, our founders warned that the greatest threat to the country is an uninformed electorate—and many feel that is precisely where we are today.
— Joseph Paino, Manhattan

Another cautionary voice urges voters, especially Gen Z, to be careful what they wish for. They recommend speaking with Cuban immigrants to understand the realities that might come with Mamdani’s leadership. Many Cubans fled their country desperate to escape communism, and they emphasize that wealthier politicians who preach equality often do so without understanding or experiencing the hardships faced by ordinary people. The warning is clear:
“There is only one thing worse than a communist running this city, and that is a communist who does not know what he’s doing.”
— Joanne Passero, Forest Hills

From Staten Island, where the vote traditionally favors Republicans, comes a plea to consider the consequences carefully. While acknowledging incumbent Andrew Cuomo’s flaws, some stress that a vote for Curtis Sliwa, rather than Cuomo, would lead to unacceptable outcomes. In their view, Cuomo is the only candidate capable of preventing what they describe as a mayor who is “an antisemitic lunatic.”
— Rob Feuerstein, Staten Island

Many New Yorkers agree that this election has never been more critical. Critics describe Mamdani as a wealthy individual who has never worked a day in his life and demonstrate open hostility toward Jews and America. Cuomo is seen by some as an arrogant failure responsible for mishandling the COVID-19 crisis and accusations of inappropriate conduct. Meanwhile, supporters highlight Curtis Sliwa’s four decades of public service at his own expense, emphasizing that he has concrete plans to improve the city. For these voters, a Sliwa vote represents hope for positive change.
— D. V. Leavy, Middle Village

Support for Sliwa is not unanimous, however. One Bronx resident compares Sliwa’s recent conduct to that of a spoiled child refusing to accept an umpire’s call, leading to his team forfeiting a championship—urging Sliwa to resign and support Cuomo instead.
— Tom McBride, The Bronx

A New Jersey voter weighs in, noting that while Mamdani’s followers imagine a “day of reckoning” with promises of free benefits, the reality under Cuomo has been very different. The frustration over Cuomo’s failure to accept his primary loss and Sliwa’s chances has led them to dub the coming election day as a “day of ‘wreck’-oning.”
— Storm Destro, Bayonne, NJ

To Republicans living in New York City, there is an acknowledgment of the usual feelings of helplessness during elections. Despite reluctance to compromise principles, some argue the stakes are too high to let a socialist propagandist assume the mayor’s office. While not explicitly endorsing a candidate, the sentiment is clear: rejecting Mamdani is essential for the city’s future.
— Bo Madden, Jupiter, Fla.

Finally, a voice from Lakewood, New Jersey, draws wisdom from the popular TV show “Rhoda,” reminding New Yorkers that this election may be their last chance to choose wisely:
“Hey, New York, this is your last chance!”

They warn: Mamdani will destroy the city, and those endorsing him remain indifferent to the everyday lives of residents once they retreat to their gated homes guarded by security.
— Joe Tama, Lakewood, NJ

As New Yorkers cast their ballots, the city stands at a crossroads, with passionate opinions on all sides about who can best lead the city forward.
https://nypost.com/2025/11/03/opinion/new-york-citys-mayoral-election-letters/

Palantir Q3: Great Business, Uninvestable Stock

**Palantir Q3: Great Business, Uninvestable Stock**

### Summary

Palantir Technologies delivered exceptional Q3 2025 results, with 63% year-over-year revenue growth powered by strong momentum in both commercial and government segments. PLTR’s operating leverage and cash flow are impressive, but its current market capitalization reflects a “bubblicious” 120x Price-to-Sales multiple, warranting caution.

Despite raising long-term growth assumptions, my updated fair value estimate is $57 per share—far below the current ~$207 price—implying significant downside. I reiterate a **Strong Sell** rating on PLTR due to its poor long-term risk/reward, despite admiring the underlying business fundamentals.

### Introduction

Palantir Technologies, Inc. (NASDAQ: PLTR) stock is trading flat in the aftermath of its Q3 2025 earnings report, wherein the enterprise and government software company outperformed expectations across the board.

### How Did Palantir Fare?

This article was written by a seasoned investor with a professional background in equity research, private equity, and software engineering. I currently serve as the Chief Financial Engineer at The Quantamental Investor (TQI), a community dedicated to achieving financial freedom through bold, active investing combined with proactive risk management.

Established in July 2022, TQI has a singular mission: to make investing simple, fun, and profitable for all investors. In alignment with this mission, we publish premium equity research reports on the Seeking Alpha research library, complemented by a performance tracker.

### More About TQI

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– Highly concentrated, risk-optimized model portfolios tailored to meet investor needs across different stages of the investor lifecycle.
– Access to proprietary software tools.
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Learn more about TQI to enhance your investing journey.

In addition, we publish best-in-class investing tidbits and research insights through the TQI Tidbits free newsletter, Twitter, and LinkedIn. Follow us for regular investing content and updates.

### Analyst’s Disclosure

I/we have no stock, option, or similar derivative positions in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours.

I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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https://seekingalpha.com/article/4837111-palantir-stock-q3-great-business-uninvestable-stock-maintain-strong-sell?source=feed_all_articles