Skip to main content

Earnings season is the heartbeat of the market, and every day brings fresh signals about where money is flowing.

With each report, we learn not just how companies are performing, but how investors are reacting.

In the Daily...

Daily Beat
$COST
$COO
d
Featuring A Deep Dive on Amazon

2025 has obviously been very good to us at The Macke Portfolio. In fact, it's been one of the best starts to a year that I can remember.

As of last Friday, we were up 26.5% for the year, outpacing the S&P and more than double the lame $XRT...

The Jeff Macke Portfolio
Video
macke portfolio
Jeff's Retail Portfolio
$AMZN
$WMT
$TGT
$COST
Boots On The Ground
Members Only
d
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...
The Jeff Macke Portfolio
Video
macke portfolio
1167
Jeff's Retail Portfolio
$SFIX
$COST
Members Only
t
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...

The Macke Letter
Jeff Macke
The Macke Letter
earnings
$WMT
$COST
d
Peloton scores a beat and an Upgrade. More Trades!

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...

The Jeff Macke Portfolio
Video
Macke's Retail Roundup
$AMZN
$PTON
$COST
$TKO
$ONON
$dis
$SG
$CROX
Members Only
f
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. 

...

The Jeff Macke Portfolio
Video
Macke's Retail Roundup
$AMZN
$IMAX
$PTON
$WMT
$COST
Members Only