Every year, I sit down with my kids and pick 10 stocks to buy and hold for 12 months. I began this to teach them about investing and what I do for a living. It’s worked well for finances and family bonding. Now, the rules are: 10 stocks for 12...
Once a week, I get together with Sean McLaughlin from All Star Options, and we're going to find an options trade to hunt for a new options trade for my Portfolio+ members. The goal is simple: utilize my expertise on the consumer and Sean's...
Another decent week for the Portfolio+ overall as we extended our gains over the S&P500 and XRT despite weakness in Uber. The price action in the name is no...
Once a week, I get together with Sean McLaughlin from All Star Options, and we're going to find an options trade to hunt for a new options trade for my Portfolio+ members. The goal is simple: utilize my expertise on the consumer and Sean's...
Once a week, I get together with Sean McLaughlin from All Star Options, and we're going to find an options trade to hunt for a new options trade for my Portfolio+ members. The goal is simple: utilize my expertise on the consumer and Sean's...
Welcome to my Boots On The Ground meeting. This is something I'll be doing every month for Macke Portfolio members. The intention here is to spend a few minutes talking about a specific topic that's been on my mind. Sometimes, it'll...
Welcome to the winner’s circle. Nice week for the Portfolio+. We were up 3% for the week, putting our year-to-date gains just under 20%, outpacing the S&P500 and boot-stomping our comparable consumer benchmarks. In particular...
Once a week, I get together with Sean McLaughlin from All Star Options, and we're going to find an options trade to hunt for a new options trade for my Portfolio+ members. The goal is simple: utilize my expertise on the consumer and Sean's...
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...
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...
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....
We're doing a new thing at Macke's Portfolio. Once a week, I'm getting together with Sean McLaughlin from All Star Options, and we're going to find an options trade to hunt for a new options trade for my members. The goal is simple:...
We got Tariff'ed! Brutal couple weeks for the Portfolio+ after the POTUS announces (then semi-unannounces) 130% Chinese tariffs. In this week's edition I discuss taking profits on Williams-Sonoma, the huge quarter turned in by $ESLOY and why...
Here's my weekly video update for Macke's Portfolio+ members. It was a lousy week for our stocks as Stitch Fix beat estimates, raised guidance, and then tumbled 15%. As I discuss in the video, we've seen this type of reaction before after...
Below is my weekly video for members of Macke's Retail Roundup.
Lousy week for the Portfolio+ as Stitch Fix beat estimates, raised guidance, tumbling 15%. We've seen this before after the company reports, as I cover in...
Below is my weekly video for members of Macke's Retail Roundup.
Huge start to September for Portfolio+ members! Check out this week's video for updates on the Big Payoff from my Denim Trend bet, Lululemon's collapse and a...
As always, for more details on my thoughts on the portfolio, PPV sports, inflation expectations (watch out for the back half) members can check out the Weekly Portfolio+...
