Once a week, I get 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 Portfolio+ members. The goal is simple: utilize my expertise on the consumer and Sean's...
Welcome to my Boots On The Ground meeting. This is something I'll be doing every month for Macke Portfolio members. The intention here is to spend a few minutes talking about a specific topic that's been on my mind. Sometimes, it'll...
Welcome to the winner’s circle. Nice week for the Portfolio+. We were up 3% for the week, putting our year-to-date gains just under 20%, outpacing the S&P500 and boot-stomping our comparable consumer benchmarks. In particular...
Once a week, I get 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 Portfolio+ members. The goal is simple: utilize my expertise on the consumer and Sean's...
Nothing was good enough for the market this week as a the government shutdown and consumer sentiment dragged on the tape. In the attach video I discuss the great quarters turned in by Uber and Peloton, the decision to take profits in Mattel and...