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Jeff Macke
Jeff Macke

Portfolio Update! Building Some Cash

Building Cash into Earnings Season

Quick Update for Members: Portfolio Changes!

In Friday's video, recorded during the meat of a stock market battering, I announced that I'd be selling two of our portfolio holdings. I closed the positions at yesterday's close....

August 5, 2025
Macke's Retail Roundup+
Jeff Macke
Macke's Retail Report
earnings
$SBUX
$CHWY
Members Only
Jeff Macke
Jeff Macke

Amazon Earnings Report Card

Amazon fails to explain AWS relative underperformance

Yesterday I wrote, "Amazon famously doesn't care what it reports from quarter to quarter, but as a shareholder, I certainly do".

Boy, is that biting me in the ass this morning. Amazon looks set to open 8% lower despite yet another quarter of...

August 1, 2025
Macke's Retail Roundup
Macke's Retail Roundup+
Jeff Macke
Macke's Retail Report
$AMZN
earnings
Members Only
a
Jeff Macke
Jeff Macke

Amazon Earnings Preview!

Expectations are high for Amazon tonight. Here's what to expect

Amazon famously doesn't care what it reports from quarter to quarter, but as a shareholder, I certainly do.

With the Everything Store set to report tonight on the heels of blockbusters from Microsoft and Meta, and $AMZN shares underperforming...

July 31, 2025
Macke's Retail Roundup
Macke's Retail Roundup+
Jeff Macke
Macke's Retail Report
$AMZN
earnings
Members Only