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

Stocks ending a good week with a *thud as Tariffs take their toll. Not that there weren't any promising signs (see: Levi's and our old favorite, Aritzia...

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It has been a blockbuster year for precious metals, and the latest monthly and quarterly closes reiterated it.

The entire precious metals complex is breaking out of long-term bases. 

These patterns are the classic signature of new...

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We’ve been waiting patiently for a leadership handoff in the metals market. 

It’s happening now.

Platinum and Palladium, the long-forgotten cousins of the precious metals complex, are...

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Chill

Written Portfolio Update of the RoundUp10 and Starting 10 portfolios through June 13, 2025

Macke's Retail Roundup
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Jeff's Retail Portfolio
$spot $CHWY $GAP $BBW RoundUp10
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We’ve seen this before.

Gold quietly builds momentum, breaks out to new highs, and suddenly the whole world starts paying attention. 

Then Silver wakes up violently. 

And the miners? They go vertical.

This playbook...

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

The SPDR S&P Retail ETF (XRT) closed the week up 0.5%, essentially unchanged. But under the surface, there's been a ton of action. 

...
Macke's Retail Roundup
Macke's Retail Roundup+
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Members Only