Earnings season didn’t ease up on Friday - it came out swinging.
We got 19 fresh S&P 500 reactions spanning everything from high-flying growth names to steady defensive plays, plus a few cyclical heavyweights thrown in for good measure....
Every day, we sift through the filings to spot where the real conviction lies – cutting through the noise to highlight the most meaningful insider moves.
On Holdings, Cava and Birkenstocks are poised to move this week.
According to Deutsche over 60% of the consumer facing companies that have reported so Q2 so far are lower. What's striking / concerning / disturbing is the spread between winners and losers. The downside reactions (RIP $CROX) are brutal, the...
Every weekend, I dive into our insider activity tracker looking for the most interesting and bullish buys — and this week’s list has some heavy hitters.
Also, one green flag gets a nicotine rush, one red flag gets taken out of its misery... and scam city.
▶ Greetings from London, enroute to parts unknown... We tend to avoid traveling during the summer, but this specific trip doesn’t come along often so we seized the moment when we saw it pop up... two years ago. The goal is to...
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...
Every day, we sift through the filings to spot where the real conviction lies – cutting through the noise to highlight the most meaningful insider moves.
