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Why AI Can’t Replace a Walk Down Broadway

In an age of hyper-optimized algorithms and AI-driven predictive modeling, it is tempting to view the "boots on the ground" retail visit as a sentimental relic. But for the serious investor, data is merely the trail; Manhattan is the beast itself. As...

The Macke Letter
Jeff Macke
The Macke Letter
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Saks
FAO Schwartz
$LULU
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Big Gains as Aritzia Nails Earnings

Starting With a Bang

 

 

 

The Portfolio+ and "10 to Hold" portfolios are jumping out to nice gains in 2026, led by Aritzia, Warby Parker and general enthusiasm surrounding Consumer...

The Jeff Macke Portfolio
Video
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1167
Jeff's Retail Portfolio
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$ATZ.TO
$WRBY
$ATZAF
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Stocks to Buy and Hold Now
Every year, I sit down with my kids and pick 10 stocks to buy and hold for 12 months. I began this to teach them about investing and what I do for a living. It’s worked well for finances and family bonding. Now, the rules are: 10 stocks for 12...
The Jeff Macke Portfolio
Video
Macke Portfolio+
$REAL
$WRBY
$TGT
$LULU
$TJX
$ATZAF
$SFIX
$AMZN
$ONON
$BBW
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