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,...
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...
Every month, I do a monthly Town Hall for my premium members at Macke's Retail Roundup+. This is meant to be a chance for my members to interact directly with me. I'll go over my portfolio, talk about my recent trades, and answer your...
After losing a MASSIVE 98% of its value from the COVID Bubble top, Stitch Fix ( $SFIX ) has spent the last 2 years defining itself, its customer base, and its business model; all on the fly.
Patient (or more likely new) investors are being...
Everyone already loves NFLX. Here are other ways to play.
Netflix is set to report on Thursday evening, and it's hard to find anyone willing to bet against this new Consumer virtual-staple. Netflix is the Big Daddy of streaming. As the networks and streaming services continue to bundle in a way that amounts...
Like Santa Claus in a Christmas movie, Prime Day had plenty of doubters and haters but, in the end, proved itself undeniably Real. The biggest, newest shopping event of summer got off to a slow start but ended up driving...
Below is my weekly video for members of Macke's Retail Roundup.
Stocks ended 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...
There is no time off from stock research. Not in the consumer space. Everything you do, everything you consider doing, on vacation is a datapoint. I can't afford to relax on vacations. I can't...
