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The Jeff Macke Portfolio

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Sentiment Collapse
 

Nothing was good enough for the market this week as a the government shutdown and consumer sentiment dragged on the tape. In the attach video I discuss the great quarters turned in by Uber and Peloton, the decision to take profits in Mattel and...

The Jeff Macke Portfolio
Video
macke portfolio
1167
Jeff's Retail Portfolio
$AMZN
$UBER
$PTON
$MAT
$IMAX
$SFIX
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Amazon Crushes!
 

It was a fine week with Amazon leading the way.

In the attached video I'm talking about Amazon's huge win, why Starbucks is still dead money and Chipotle is hopeless. I also take a look at next week as I look to prune some dead weight from...

The Jeff Macke Portfolio
Video
macke portfolio
1167
Jeff's Retail Portfolio
$AMZN
$CMG
$SBUX
$SHOP
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Best Buy
Week in Review! Target, Mattel and Best Buy
 We're back! Good week for the Portfolio+ and most of the rest of Wall Street, to be honest. In this week's video, I'm breaking down Target's lay-offs, the Mattel trade and why Best Buy is the Big Box Minnesota retailer to buy into Christmas....
The Jeff Macke Portfolio
Video
macke portfolio
1167
Jeff's Retail Portfolio
$BBY
$TGT
$DECK
Members Only