Displaying 1 - 8 of 8

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Jeff Macke
Jeff Macke

Portfolio Uptate, 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
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Jeff Macke
Jeff Macke

Portfolio Uptate, 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

Week In Review: August 20th

Peloton scores a beat and an Upgrade. More Trades!

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

Jackson Hole comments send retail flying! In the attached video, I welcome new members, set up possible trades for the next few weeks and hint at positions I'm...

August 25, 2025
The Jeff Macke Portfolio Plus
Video
Macke's Retail Roundup
$TGT
$WMT
$GAP
Members Only
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Jeff Macke
Jeff Macke

Week In Review: August 22nd

The WMT Effect & the Denim Trade

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

Jackson Hole comments send retail flying! In the attached video, I welcome new members, set up possible trades for the next few weeks and hint at positions I'm...

August 22, 2025
The Jeff Macke Portfolio
Video
Macke's Retail Roundup
$WMT
$TGT
$GAP
$LULU
$ESLOY
Members Only
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Jeff Macke
Jeff Macke

Members Only: Walmart Epilogue

What Walmart told us about Inflation and what it mean for Stocks
 

 

Walmart Sent a Chill Through Retail Yesterday

The world's biggest retailer cranked out a decent quarter yesterday morning and was met with Bronx tears by Wall Street and the rest of the investing world. WMT...

August 22, 2025
The Jeff Macke Portfolio Plus
Jeff Macke
The Macke Letter
earnings
$WMT
$COST
Members Only
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Jeff Macke
Jeff Macke

Week In Review: August 15th

Making sense of the data and getting ready for a Huge Week!

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

It's been a solid week for the market and a great week for the RoundUp 10 Portfolio. In the below video I review trades I shared over the last week (Long $TKO,...

August 15, 2025
The Jeff Macke Portfolio Plus
Video
Macke's Retail Roundup
$WMT
$TGT
$ULTA
$ONON
$TKO
$HD
$LOW
$TJX
Members Only
Jeff Macke
Jeff Macke

Sunday Musings, Visiting Target and Walmart

Can retailers recover from a brutal 5 days?

Sunday Musings Ahead of a Huge Week

The long grind higher since the April 8th lows came to a thudding halt last week and, not surprisingly, it was the Consumer Discretionary names leading the way lower. By the time the...

August 3, 2025
The Macke Letter
Jeff Macke
The Macke Letter
$TGT
$WMT
$PTON
$UBER
$dis
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Jeff Macke
Jeff Macke

Week In Review: August 1st

Stocks to Buy as the Week ends in a Crash

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. 

...

August 1, 2025
The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Video
Macke's Retail Roundup
$AMZN
$IMAX
$PTON
$WMT
$COST
Members Only