Peloton scores a beat and an Upgrade. More Trades!
August 25, 2025
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 considering as we launch into the "Holidays" (a little early, thanks to the tariffs).
Do we really need to cut rates here? Who cares? Let's dance with the consumer-facing stock universe and attractive kids wearing denim in this very special weekly video... for members only!
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