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Jeff Macke
Jeff Macke

Putting On An Options Trade In Hasbro

Here's a new thing I'm doing!
 We're doing a new thing at Macke's Portfolio. Once a week, I'm getting together with Sean McLaughlin from All Star Options, and we're going to find an options trade to hunt for a new options trade for my members.  The goal is simple:...
October 22, 2025
The Jeff Macke Portfolio
Video
macke portfolio
Jeff's Retail Portfolio
Options
$HAS
Members Only
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Jeff Macke
Jeff Macke

Week In Review: October 17

Week in Review!
 We got Tariff'ed! Brutal couple weeks for the Portfolio+ after the POTUS announces (then semi-unannounces) 130% Chinese tariffs. In this week's edition I discuss taking profits on Williams-Sonoma, the huge quarter turned in by $ESLOY and why...
October 17, 2025
The Jeff Macke Portfolio
Video
macke portfolio
1167
Jeff's Retail Portfolio
$WMT
$ESLOY
$NTDOY
Members Only
Sept 29
Jeff Macke
Jeff Macke

Week In Review: September 26

Week in Review!

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

Lousy week for the Portfolio+ as Stitch Fix beat estimates, raised guidance, tumbling 15%.  We've seen this before after the company reports, as I cover in...

September 29, 2025
The Jeff Macke Portfolio
Video
$TGT
$GAP
macke portfolio
1167
Jeff's Retail Portfolio
$UBER
$LEVI
$SFIX
$AMZN
$WW
Members Only
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Jeff Macke
Jeff Macke

Week In Review: September 26

Week in Review!
Here's my weekly video update for Macke's Portfolio+ members. It was a lousy week for our stocks as Stitch Fix beat estimates, raised guidance, and then tumbled 15%. As I discuss in the video, we've seen this type of reaction before after...
September 29, 2025
The Jeff Macke Portfolio
Video
macke portfolio
1167
Jeff's Retail Portfolio
$SFIX
$COST
Members Only
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Jeff Macke
Jeff Macke

Week In Review: September 19

Week in Review!

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

A strong week for the Portfolio and the Starting 10, more room to run for mall stocks and beating the Market.

All this and more in this week's video!

...
September 19, 2025
The Jeff Macke Portfolio
Video
$TGT
$GAP
macke portfolio
1167
Jeff's Retail Portfolio
$UBER
$LEVI
$SFIX
$AMZN
$WW
Members Only
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Jeff Macke
Jeff Macke

Week In Review: September 12

Week in Review!

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

A strong week for the Portfolio+ and the Starting 10, more room to run for mall stocks and beating the Market.

All this and more in this week's video!

...
September 12, 2025
The Jeff Macke Portfolio
Video
Macke's Retail Roundup
$TGT
$GAP
$LULU
$GAP
$AEO
$RH
The Macke Letter
macke portfolio
$ATZ.TO
1167
Jeff's Retail Portfolio
Members Only
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Jeff Macke
Jeff Macke

Portfolio Update, Weekly Strategy Session: September 5th

Crushing the Market, lookiing for more

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  ...

The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Jeff's Retail Portfolio
$ESLOY
$AEO
Members Only
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Jeff Macke
Jeff Macke

Portfolio Update, Weekly Strategy Session: August 29th

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...

The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Jeff's Retail Portfolio
$WMT
$GPS
$TGT
$ESLOY
$AEO
Members Only
d
Jeff Macke
Jeff Macke

Portfolio Update, Weekly Strategy Session: August 22nd

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...

The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Jeff's Retail Portfolio
$WMT
$GPS
$TGT
Members Only
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Jeff Macke
Jeff Macke

Portfolio Update, Weekly Strategy Session: August 15th

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+...

The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Jeff's Retail Portfolio
$PTON
$dis
$TKO
Members Only
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Jeff Macke
Jeff Macke

Portfolio Update, Weekly Strategy Session: August 8th

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...

The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Jeff's Retail Portfolio
$PTON
$dis
$TKO
Members Only
a
Jeff Macke
Jeff Macke

Portfolio Update, Weekly Strategy Session: August 1st

Portfolio Update of the RoundUp10 and Starting 10 portfolios through August 1st, 2025.

 

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

The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Jeff's Retail Portfolio
Members Only
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Jeff Macke
Jeff Macke

Portfolio Update, Weekly Strategy Session: July 24th

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...

The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Jeff's Retail Portfolio
Members Only
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Jeff Macke
Jeff Macke

Portfolio Update, Weekly Strategy Session: July 18th

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...

The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Jeff's Retail Portfolio
$ATZ.T)
Members Only
l
Jeff Macke
Jeff Macke

Portfolio Update, Weekly Strategy Session: July 11th

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...

August 31, 2025
The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Jeff's Retail Portfolio
$LEVI
$ATZ.T)
Members Only
Chill
Jeff Macke
Jeff Macke

Weekly Strategy Session: June 13

Written Portfolio Update of the RoundUp10 and Starting 10 portfolios through June 13, 2025

June 14, 2025
The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Jeff's Retail Portfolio
$spot $CHWY $GAP $BBW RoundUp10
Video
Members Only