Weekly Portfolio+ Update for August 15th 2025.

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+...

Portfolio Update of the RoundUp10 and Starting 10 portfolios through August 8th, 2025.

Looking for more detail? Get the full video review, including macro thoughts, position changes in the portfolio, and more in the...

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...

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...