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...
Nike reports tonight. Here's how they got into this mess.
Nike's investor relations homepage features a Mission Statement that all but screams written by committee. “Nike, Inc. is a Growth Company,” it declares, “We create innovative, must-have products. We build deep, personal...
Making sense of the data and getting ready for a Huge Week!
Below is my weekly video for members of Macke's Retail Roundup.
It's been a solid week for the market and a great week for the RoundUp 10 Portfolio. In the below video I review trades I shared over the last week (Long $TKO,...
On Holdings, Cava and Birkenstocks are poised to move this week.
According to Deutsche over 60% of the consumer facing companies that have reported so Q2 so far are lower. What's striking / concerning / disturbing is the spread between winners and losers. The downside reactions (RIP $CROX) are brutal, the...
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...
Below is my weekly video for members of Macke's Retail Roundup.
The loss of a pair of 80s icons takes a bit of the fun out of a profitable week. What we learned from (and about) Chipotle, the meme stock Red Flag and...
