Making sense of the data and getting ready for a Huge Week!
August 15, 2025
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, out of $ONON) and the market's field position ahead of the Biggest Week of the Year (so far).
Next, we get ready for the deluge of earnings coming next week when we hear from: Walmart, Home Depot, Lowe's, Toll Brothers, Viking, Target, TJX and Estee Lauder, to name a few. I outline the Tariff impact on Walmart, put on my spy glasses and check out Target and wonder if the home-related stocks are pre-partying ahead of a rate cut, which might not actually come ahead of the Fed get-together in Jackson Hole.
Thank you, the Members, for being part of this adventure. We're re-launching the site to make it a cleaner, better experience for everyone. A bit of a store remodel, if you will. I'm looking forward to making more money and sharing the journey on a gussied-up platform!
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