Jeff Macke You Can’t Vibe Code a Discount Chain As the AI panic wave crushes sector after sector, it's long past time to cut through the noise and figure out which companies are best positioned to see their businesses, profits, and, by logical extension, stocks improve through smart... February 16, 2026 The Macke Letter Jeff Macke The Macke Letter macke letter WMT
Jeff Macke Delay Celebration! Seven days after Liberation Day things are working out just about as expected in the equity markets. Chaos! Until this afternoon's 90 day delay announcement every rally met supply. Rumors were quickly squashed and the White House vowed to... April 9, 2025 The Macke Letter Tariffs WMT