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Yesterday’s strong gains across the S&P 500, Nasdaq, and Dow were hard to ignore. After nearly two weeks of chop and fear following the "Trump Pump" regarding the 90-day pause of tariffs, we finally saw a full day, broad-based rally with real...

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Every month, I do a monthly Town Hall for my premium members at Macke's Retail Roundup+. This is meant to be a chance for my members to interact directly with me. I'll go over my portfolio, talk about my recent trades, and answer your...

Macke's Retail Roundup+
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Yesterday, we saw large gains in the S&P 500, Nasdaq, and Dow Jones Industrial Averages. While I would've preferred to see these big rallies come on overwhelming high volume that far exceeds the average, we did close on an increase in volume,...

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nevermind

On Monday afternoon, with US stocks off 3% and dropping the President concluded a meeting with top executives from Walmart, Target and Home Depot. According to Axios, executives told Trump supply chains were in a state of disruption and "shelves will...

Macke's Retail Roundup

In today’s Daily Digest, we’ll review the following:

  1. Adding new position in XLE.
  2. No adjustments are needed today.
  3. Closed XLB position.
  4. Current...
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We just heard from some of the world's largest aerospace and defense companies.

These giants posted strong quarters — revenues were solid, profits held up, and their backlogs are looking stronger than ever. Demand isn’t the problem at all. From...

The Beat Report

Today's number is... 43

There have been 43 consecutive days in which the number of 52-week new lows on the NYSE and NASDAQ has exceeded the number of 52-week new highs.

Here’s the chart:

 

Let's...

The Daily Number
Grant
📊 Daily ETF Overview 

Consumer Staples $XLP has found its way to the top of our sector list, with Utilities $XLU right behind. This type of action is standard when stock prices are falling, because these groups are the least...

ETF Power Rankings

I’ve been pounding the table on Brazil lately.

I can’t remember a time in my career when I thought about these stocks so much.

One of the first things I do every morning is check the BRL/USD pair and Bovespa...

The Strazza Letter
Strazza

We’ve been talking about this regime shift for months — the slow rotation out of dollar strength and into international stocks.

Today, the chart stopped whispering and...

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Currency Report

In today’s Daily Digest, we’ll review the following:

  1. Adding new position in XLV.
  2. No adjustments are needed today.
  3. No exits since the last report.
  4. Current status of open...
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Replays of all our past episodes are always available in the episode archives.