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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
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Jeff's Retail Portfolio
$AMZN
$WMT
$TGT
$COST
Boots On The Ground
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WRBY jan 26
So I'm adding leverage to my WRBY position.
Once a week, I get together with Sean McLaughlin from All Star Options, and we're going to find an options trade to hunt for a new options trade for my Portfolio+ members.  The goal is simple: utilize my expertise on the consumer and Sean's...
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The Jeff Macke Portfolio Plus
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Options
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$WRBY
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Our key intermarket ratios confirm this precious metals bull market is intact.

This market is on fire.

Every dip continues to get bought, and the message from price could not be clearer. 

Gold and Silver futures are printing fresh all-time highs. 

Platinum and Palladium are digesting gains in tight,...

All Star Charts Gold Rush
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Big Gains as Aritzia Nails Earnings

Starting With a Bang

 

 

 

The Portfolio+ and "10 to Hold" portfolios are jumping out to nice gains in 2026, led by Aritzia, Warby Parker and general enthusiasm surrounding Consumer...

The Jeff Macke Portfolio
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macke portfolio
1167
Jeff's Retail Portfolio
$XRT
$ATZ.TO
$WRBY
$ATZAF
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SFIX jan 7, 2026
I'm betting on more upside.
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...
The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
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Options
Macke Portfolio+
$SFIX
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Stocks to Buy and Hold Now
Every year, I sit down with my kids and pick 10 stocks to buy and hold for 12 months. I began this to teach them about investing and what I do for a living. It’s worked well for finances and family bonding. Now, the rules are: 10 stocks for 12...
The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
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Macke Portfolio+
$REAL
$WRBY
$TGT
$LULU
$TJX
$ATZAF
$SFIX
$AMZN
$ONON
$BBW
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If I'm right, I'm getting PAID.
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...
The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
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Options
Macke Portfolio+
$TGT
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Precious metals continue to resolve higher as long-term trends stay firmly intact.

This is what real bull markets look like.

Violent upside momentum. 

Persistent demand. 

Targets are getting hit faster than expected. 

Former resistance levels are becoming nothing more than speed bumps on the...

All Star Charts Gold Rush
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Gold Rush
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A multi-decade base has resolved, and the long-term roadmap points meaningfully higher.

Back in late June, we wrote that Platinum was finally waking up. ...

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mall rally
Nike Didn't Do It

December 19th: Rolling

 

 

 

Another decent week for the Portfolio+ overall as we extended our gains over the S&P500 and XRT despite weakness in Uber. The price action in the name is no...

The Jeff Macke Portfolio
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macke portfolio
1167
Jeff's Retail Portfolio
$NKE
$AEO
$XRT
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Macke Nike
A short-term trade on a beaten down name.
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...
The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
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Options
Macke Portfolio+
$NKE
Members Only
Precious metals are finally breaking out relative to equities.

For the past year and a half, precious metals have done exactly what real bull markets are supposed to do: they’ve rewarded patience, punished disbelief, and steadily rotated leadership toward risk. 

Since Gold broke out on March 4th, 2024...

All Star Charts Gold Rush
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Gold Rush
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Rally Hats

 

 

December 12th: Rolling

 

As long as the media and markets keep betting against the holidays I'm here to take the other side.

Another strong week for the portfolio, as reviewed in this...

The Jeff Macke Portfolio
Video
macke portfolio
1167
Jeff's Retail Portfolio
$LULU
$TKO
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