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,...
TKO Rakes in huge cash for UFC. What I'm doing now.
TKO Scores a Knock-Out!
TKO signed a $7.7 billion, 7 year deal with Paramount+ to air UFC content, including PPVs. TKO is getting a full price for the asset. Just on the surface, Paramount+ is paying a...
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...
