Below is my weekly video for members of Macke's Retail Roundup. 

We've entered the retail portion of earnings season. This week I analyzed the reports and reactions from DIS and PTON, two consumer stocks I watch closely for different reasons. 

As usual, I also gave 3 names that are on my radar for potential additions to the portfolio, including when I'd buy them. 

Thanks to everyone who joined us for today's Hot Corner Insider Weekly Strategy Session.

We're amidst an epic bull market for precious metals. And while gold and silver get all the headlines, we think Palladium could end up being the sneaky outperformer in this cycle.

We laid out the case in February: Commercial hedgers were loading up at record levels. 

That only happens when Palladium is dirt cheap, which it certainly is right now. The price is still trading more than 70% below the 2022 peak.

Price has done nothing for months. 

But that might be exactly what we want.

Below is my weekly video for members of Macke's Retail Roundup. 

We made our first new purchase since launching the consumer portfolio earlier this year...

This is a stock I've been keeping an eye on for a while, and I'm of the opinion that it's probably more recession proof than most people think. 

Today's new all-time highs certainly don't hurt! 

Here's the replay and chartbook from the May 8 Weekly Strategy Session.

Be sure to join us on Thursday mornings and maximize your return potential.

Thanks to everyone who joined us for today's Hot Corner Insider Weekly Strategy Session.

Do you remember when The Economist magazine cover had a rocket ship covered in United States dollars last year?

They said the United States was "The envy of the world."

It was so cringe...

The dollar got blasted over the next several months, and the U.S. stock market had its worst quarter in decades relative to the rest of the world.

Like any other type of market analysis, fading magazine covers is more of an art than a science.

We don't want to fade a trend just because there's a magazine cover.

The dollar was extremely overbought in the prior example, and the COT positioning tipped us off to a potential move in the opposite direction.

We waited for the market to confirm our bias, managed our risk, and made a ton of money.

Fast forward to today, and the latest Barron's magazine cover highlighted a stack of Gold bars and said:

"Investors are loading up on the metal as a haven in chaotic times. How long can it last?"

This comes as Gold futures are running into...

Below is my weekly video for members of Macke's Retail Roundup. 

We're into earnings season. Thank the lord...

For the next few weeks, we'll hopefully learn how these retailers are preparing for a world with(or without) tariffs. Maybe it will give us something to focus on other than the soap opera out of the White House. 

These tariff shenanigans really couldn't come at a worse time for retailers—they're doing their holiday season ordering now. And without clarity on tariffs, it's awfully hard to plan ahead. 

So I'm looking forward to hearing what these execs have to say. This week we've heard from HAS, CMG, and SKX. I discussed these reports, as well as my Macke Retail Portfolio, in this week's video.

Watch the video below.

Here's the replay and chartbook from the April 24 Weekly Strategy Session.

Be sure to join us on Thursday mornings and maximize your return potential.