In the attached video I'm talking about Amazon's huge win, why Starbucks is still dead money and Chipotle is hopeless. I also take a look at next week as I look to prune some dead weight from...
We're back! Good week for the Portfolio+ and most of the rest of Wall Street, to be honest. In this week's video, I'm breaking down Target's lay-offs, the Mattel trade and why Best Buy is the Big Box Minnesota retailer to buy into Christmas....
We're doing a new thing at Macke's Portfolio. Once a week, I'm getting together with Sean McLaughlin from All Star Options, and we're going to find an options trade to hunt for a new options trade for my members. The goal is simple:...
We got Tariff'ed! Brutal couple weeks for the Portfolio+ after the POTUS announces (then semi-unannounces) 130% Chinese tariffs. In this week's edition I discuss taking profits on Williams-Sonoma, the huge quarter turned in by $ESLOY and why...
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...
Below is my weekly video for members of Macke's Retail Roundup.
Huge start to September for Portfolio+ members! Check out this week's video for updates on the Big Payoff from my Denim Trend bet, Lululemon's collapse and a...
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...
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...
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,...
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...
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...
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...
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...
