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Jeff Macke
Jeff Macke

Week In Review: September 26

Week in Review!
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...
September 29, 2025
The Jeff Macke Portfolio
Video
macke portfolio
1167
Jeff's Retail Portfolio
$SFIX
$COST
Members Only
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Jeff Macke
Jeff Macke

Members Only: Walmart Epilogue

What Walmart told us about Inflation and what it mean for Stocks
 

 

Walmart Sent a Chill Through Retail Yesterday

The world's biggest retailer cranked out a decent quarter yesterday morning and was met with Bronx tears by Wall Street and the rest of the investing world. WMT...

August 22, 2025
The Macke Letter
Jeff Macke
The Macke Letter
earnings
$WMT
$COST
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Jeff Macke
Jeff Macke

Week In Review: August 8th

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...

August 8, 2025
The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Video
Macke's Retail Roundup
$AMZN
$PTON
$COST
$TKO
$ONON
$dis
$SG
$CROX
Members Only
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Jeff Macke
Jeff Macke

Week In Review: August 1st

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. 

...

August 1, 2025
The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Video
Macke's Retail Roundup
$AMZN
$IMAX
$PTON
$WMT
$COST
Members Only