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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
macke letter
$ATZAF
Saks
FAO Schwartz
$LULU
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Last week was not, in fact, time to buy LULU

Right Instinct, Wrong Picks

My feelings to the contrary, last week did not prove to be a good time to buy Lululemon. The troubled athleisure co found itself in the headlines again for the same news for the second week...

The Jeff Macke Portfolio
Video
macke portfolio
1167
Jeff's Retail Portfolio
$XRT
$LULU
$ATZ.TO
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Lulu
Full Transparency: Buying Lululemon

Buying Lululemon and making some sales

 

It's time to buy Lululemon. 

Now, I'm not into catching falling knives and Lulu doesn't even have a CEO right now. Worse still, the company is coming off a...

The Jeff Macke Portfolio
Video
macke portfolio
1167
Jeff's Retail Portfolio
$XRT
$LULU
Members Only
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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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Rally Hats

 

 

December 12th: Rolling

 

As long as the media and markets keep betting against the holidays I'm here to take the other side.

Another strong week for the portfolio, as reviewed in this...

The Jeff Macke Portfolio
Video
macke portfolio
1167
Jeff's Retail Portfolio
$LULU
$TKO
Members Only
lululemon
A short-term trade on a beaten down name.
Once a week, I get 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 Portfolio+ members.  The goal is simple: utilize my expertise on the consumer and Sean's...
The Jeff Macke Portfolio
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Options
Macke Portfolio+
$LULU
Members Only
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Week in Review!

Below is my weekly video for members of Macke's Retail Roundup.

A strong week for the Portfolio+ and the Starting 10, more room to run for mall stocks and beating the Market.

All this and more in this week's video!

...
The Jeff Macke Portfolio
Video
Macke's Retail Roundup
$TGT
$GAP
$LULU
$GAP
$AEO
$RH
The Macke Letter
macke portfolio
$ATZ.TO
1167
Jeff's Retail Portfolio
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Catching more of last week's rally. Getting ready for RH

Weekly video for September 10th.

 

The strong keep getting stronger. This isn't time to be calling bottoms on retail stocks still trending lower. Get ready for the Dead show that is RH earnigns and Lovesac; all this in more!

...

The Macke Letter
Jeff Macke
The Macke Letter
earnings
$LEVI
macke letter
$LULU
$RH
$TGT
$LOVE
Video
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TKO, Lulu Stretched to the Downside?

 

One:  Paramount Skydance, TKO & Netflix

 Last week the White House confirmed plans to host a UFC event. It will be between the White House and the Lincoln Memorial as part of Independence Day...
The Macke Letter
Jeff Macke
The Macke Letter
$LULU
$AEO
$TKO
LOVE
$NFLX
d
Huge Week. Earnings review, the week ahead

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...

The Jeff Macke Portfolio
Video
Macke's Retail Roundup
$GAP
$LULU
$ESLOY
$GAP
$M
$AEO
Members Only
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Lulu, AEO and Macy's report! Plus Tennis!

 

One: Lululemon Reports Thursday: Athleisure on Deathwatch 

 

I’ve been watching Lululemon literally its entire life as a public company (we covered the IPO on CNBC’s Fast Money in July of...

The Macke Letter
Jeff Macke
The Macke Letter
$LULU
$M
$AEO
d
New Trades, Earnings Review, Week Ahead

Below is my weekly video for members of Macke's Retail Roundup.

August started with Home Depot's Halloween Display and ended with Starbuck's Pumpkin Spice as America gears up for the Longest Christmas Season Ever.  

...
The Jeff Macke Portfolio
Video
Macke's Retail Roundup
$TGT
$GAP
$LULU
$ESLOY
$GAP
$M
$BBW
$AEO
Members Only
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The WMT Effect & the Denim Trade

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...

The Jeff Macke Portfolio
Video
Macke's Retail Roundup
$WMT
$TGT
$GAP
$LULU
$ESLOY
Members Only
d
 

 

Below are the slides from my weekly video for members of Macke's Retail Roundup.

 

Stuck Starbucks:

 

 

Kohl's gets a...

The Jeff Macke Portfolio
Video
$SBUX
$KSS
$LULU
Macke's Retail Roundup
Macke Retail Roundup Live
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