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Jeff Macke
Jeff Macke

TKO Scores a Knockout

TKO Rakes in huge cash for UFC. What I'm doing now.
 

TKO Scores a Knock-Out! 

TKO signed a $7.7 billion, 7 year deal with Paramount+ to air UFC content, including PPVs. TKO is getting a full price for the asset. Just on the surface, Paramount+ is paying a...

August 11, 2025
Macke's Retail Roundup
Macke's Retail Roundup+
Jeff Macke
Macke's Retail Report
$TKO
$dis
Members Only
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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
Macke's Retail Roundup
Macke's Retail Roundup+
Video
Macke's Retail Roundup
$AMZN
$PTON
$COST
$TKO
$ONON
$dis
$SG
$CROX
Members Only
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Jeff Macke
Jeff Macke

5 Reports to Watch This Week

These 5 Stocks will set the tone for a critical week.

Buckle up for Earnings

Coming off a week marked by negative headlines (Tariff Madness, Lousy Jobs, and the biggest index declines since May), the stock market is heading straight into the heart of the real...

August 4, 2025
Macke's Retail Roundup
Macke's Retail Roundup+
Jeff Macke
Macke's Retail Report
$dis
$OPEN
$FRPT
$TKO
$HIMS
Jeff Macke
Jeff Macke

Sunday Musings, Visiting Target and Walmart

Can retailers recover from a brutal 5 days?

Sunday Musings Ahead of a Huge Week

The long grind higher since the April 8th lows came to a thudding halt last week and, not surprisingly, it was the Consumer Discretionary names leading the way lower. By the time the...

August 3, 2025
Macke's Retail Roundup
Macke's Retail Roundup+
Jeff Macke
Macke's Retail Report
$TGT
$WMT
$PTON
$UBER
$dis
James Bartelloni
James Bartelloni

Disney - still the "Magic Kingdom?"

Everyone should be able to see the BIG cliff of support that Disney (DIS) just bounced off and, if correct, just completed a classic EWT "Flat" Correction ...it's supposed to look like an "N."

There is a lot of resistance into 130 so a firm...

July 7, 2025
Bart's Charts
Disney
$dis
DIS