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Peloton scores a beat and an Upgrade. More Trades!

Below is my weekly video for members of Macke's Retail Roundup.

Jackson Hole comments send retail flying! In the attached video, I welcome new members, set up possible trades for the next few weeks and hint at positions I'm...

The Jeff Macke Portfolio
Video
Macke's Retail Roundup
$TGT
$WMT
$GAP
Members Only
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The WMT Effect & the Denim Trade

Below is my weekly video for members of Macke's Retail Roundup.

Jackson Hole comments send retail flying! In the attached video, I welcome new members, set up possible trades for the next few weeks and hint at positions I'm...

The Jeff Macke Portfolio
Video
Macke's Retail Roundup
$WMT
$TGT
$GAP
$LULU
$ESLOY
Members Only
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Making sense of the data and getting ready for a Huge Week!

Below is my weekly video for members of Macke's Retail Roundup.

It's been a solid week for the market and a great week for the RoundUp 10 Portfolio. In the below video I review trades I shared over the last week (Long $TKO,...

The Jeff Macke Portfolio
Video
Macke's Retail Roundup
$WMT
$TGT
$ULTA
$ONON
$TKO
$HD
$LOW
$TJX
Members Only
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Peloton scores a beat and an Upgrade. More Trades!

Below is my weekly video for members of Macke's Retail Roundup.

Peloton beats by a mile and goes up ~0%. Crocs misses because of Tariffs and crashes over 20%. Dutch Bros goes anti-Starbucks and rips higher. Has the market gone...

The Jeff Macke Portfolio
Video
Macke's Retail Roundup
$AMZN
$PTON
$COST
$TKO
$ONON
$dis
$SG
$CROX
Members Only
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Stocks to Buy as the Week ends in a Crash

Below is my weekly video for members of Macke's Retail Roundup.

Amazon leads to the downside as the week comes to a brutal end. Two portfolio changes and 2 stocks I'd buy in in this bloodbath. 

...

The Jeff Macke Portfolio
Video
Macke's Retail Roundup
$AMZN
$IMAX
$PTON
$WMT
$COST
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Hulking up into Earnings Season

Below is my weekly video for members of Macke's Retail Roundup.

The loss of a pair of 80s icons takes a bit of the fun out of a profitable week. What we learned from (and about) Chipotle, the meme stock Red Flag and...

The Jeff Macke Portfolio
Video
Macke's Retail Roundup
$CMG
$AEO
$XLY
$GAP
$KSS
$ONON
Members Only

Every month, I do a monthly Town Hall for my premium members at Macke's Retail Roundup+. This is meant to be a chance for my members to interact directly with me. I'll go over my portfolio, talk about my recent trades, and answer your...

The Jeff Macke Portfolio
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Macke Town Hall
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3 Reasons the SFIX rally has room to Run

After losing a MASSIVE 98% of its value from the COVID Bubble top, Stitch Fix ( $SFIX ) has spent the last 2 years defining itself, its customer base, and its business model; all on the fly. 

Patient (or more likely new) investors are being...

The Jeff Macke Portfolio
$SFIX
Jeff Macke
RoundUp 10
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Below are the slides from my weekly video for members of Macke's Retail Roundup.

 

Stuck Starbucks:

 

 

Kohl's gets a...

The Jeff Macke Portfolio
Video
$SBUX
$KSS
$LULU
Macke's Retail Roundup
Macke Retail Roundup Live
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Introducing the Millionaires at Sea Luxury Cruise Stock Basket

If everyone hates cruising except Boomers and people who crave norovirus, why are the stocks hitting All-Time-Highs?

Royal Caribbean made the news for two reasons on Friday. First came reports that 140 people aboard $RCI's "Navigator of the Seas...

The Jeff Macke Portfolio
Video
$VIK $RCL $NCLH $CCL $DIS $LIND $EXPE $CUK
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Below is my weekly video for members of Macke's Retail Roundup.

I used yesterday's strength in a mall retailer to make room for a new position in my RoundUp 10. Hint: Think "Hims for Boomers."

Watch...

The Jeff Macke Portfolio
Video
Members Only
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Below is my weekly video for members of Macke's Retail Roundup.

I used yesterday's strength in a mall retailer to make room for a new position in my RoundUp 10. Hint: Think "Hims for Boomers."

Watch...

The Jeff Macke Portfolio
Video
Members Only
NFLX
Everyone already loves NFLX. Here are other ways to play.

Netflix is set to report on Thursday evening, and it's hard to find anyone willing to bet against this new Consumer virtual-staple. Netflix is the Big Daddy of streaming. As the networks and streaming services continue to bundle in a way that amounts...

The Jeff Macke Portfolio
$NFLX TKO $IMAX
Members Only
NFLX
Weekly breakdown of Consumer Stocks to Watch

Retailers are trying to find their footing after a murderers' row of trade and tariff announcements over the last few days.

Spencer and I are talking specifics, including: CPI data take, Prime Day results, why tariffs matter (still), and how to...

The Jeff Macke Portfolio
$TKO $LEVI $AMZN $UBER $NFLX #CPI
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Like Santa Claus in a Christmas movie, Prime Day had plenty of doubters and haters but, in the end, proved itself undeniably Real. The biggest, newest shopping event of summer got off to a slow start but ended up driving...

The Jeff Macke Portfolio
$AMZN $TGT $COST $WMT $LEVI
Members Only

Below is my weekly video for members of Macke's Retail Roundup.

Stocks ended a good week with a *thud as Tariffs take their toll. Not that there weren't any promising signs (see: Levi's and our old favorite, Aritzia...

The Jeff Macke Portfolio
Video
Members Only