[Goldman's addition of Tyson](https://www.cnbc.com/2026/06/01/goldman-sachs-added-these-new-names-to-its-favorite-stocks-list.html) to its favorites on the same day [McDonald's admits it needs a growth strategy](https://www.cnbc.com/2026/06/01/mcdonalds-mcd-unveils-growth-strategy.html) because inflation is crushing traffic—that's not alpha, that's panic.

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