The Jeff Macke Portfolio Articles

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...

Portfolio Update of the RoundUp10 and the Denim Index through September 5th, 2025.

Looking for more insight? Get the full video review, including a breakdown of the HUGE AEO trade, Lululemon's flop, and more in my  ...

Portfolio Update of the RoundUp10 and Starting 10 portfolios through August 29th, 2025.

Looking for more detail? Get the full video review, including macro thoughts, two HUGE new buys ahead of next week and more in my...

Portfolio Update of the RoundUp10 and Starting 10 portfolios through August 22nd, 2025.

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

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...

Portfolio Update of the RoundUp10 and Starting 10 portfolios through July 18th, 2025.

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

Portfolio Update of the RoundUp10 and Starting 10 portfolios through July 11th, 2025.

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

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

August started with Home Depot's Halloween Display and ended with Starbuck's Pumpkin Spice as America gears up for the Longest Christmas Season Ever.  

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.

Amazon leads to the downside as the week comes to a brutal end. Two portfolio changes and 2 stocks I'd buy in in this bloodbath. 

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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...

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...

Below are the slides from my weekly video for members of Macke's Retail Roundup.

Stuck Starbucks:

Kohl's gets a...

If everyone hates cruising except Boomers and people who crave norovirus, why are the stocks hitting All-Time-Highs?

Royal Caribbean made the news for two reasons on Friday. First came reports that 140 people aboard $RCI's "Navigator of the Seas...