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Lucky

What if there isn't a recession? 

Retail sales came in soft for February, with some strength in staples. Discretionary was so/so which would have seemed bad two months ago but comes as a bit of a relief in light of the bloodletting we've...

The Jeff Macke Portfolio
Starbucks, Cramer, Nike, Cruising, Walmart, Consumers
Members Only

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

It's been a helluva week. Even with Friday's bounce, XLY is still by far the worst-performing sector this year. 

Crashes are...

The Jeff Macke Portfolio
Video
Members Only

The Animal Spirits have turned savage on Wall Street as stocks post their worst day in years. Time to take personal inventory and make a shopping list.

 

I started running money in 1997, straight out of graduate school. Underfunded and...

The Jeff Macke Portfolio
Members Only