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More Gains, 3 trades

 

 Welcome to the winner’s circle. Nice week for the Portfolio+. We were up 3% for the week, putting our year-to-date gains just under 20%, outpacing the S&P500 and boot-stomping our comparable consumer benchmarks. In particular...
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Sentiment Collapse

 

 

Strong Week, led by Gap, AEO

 

Keeping it short today as I'm heading out to do some field research at the malls for Black Friday.

Strong week for the Portfolio+. Gap tacked on to post...

The Jeff Macke Portfolio
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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...

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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...

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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.  

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