Here's my weekly video update for Macke's Portfolio+ members. It was a lousy week for our stocks as Stitch Fix beat estimates, raised guidance, and then tumbled 15%. As I discuss in the video, we've seen this type of reaction before after...
Below is my weekly video for members of Macke's Retail Roundup.
Lousy week for the Portfolio+ as Stitch Fix beat estimates, raised guidance, tumbling 15%. We've seen this before after the company reports, as I cover in...
Earnings are the heartbeat of the market - and every week brings a fresh set of opportunities and risks. With each report, we get new information about corporate health, investor sentiment, and the sectors driving leadership (or lagging).
Every weekend, I dig into our insider activity tracker looking for the biggest conviction buys — and this week, we’ve got action across oil & gas, biotech, semiconductors, and more.
Also, I just finished recording an interview I think you will want to hear/see. And catch me on a short-selling panel in San Diego this week.
▶Just when you think things couldn’t get any more nuts... On the day before this market started to slip – after hitting yet another high – a tweet with...
Every day, we sift through the filings to spot where the real conviction lies – cutting through the noise to highlight the most meaningful insider moves.
