Speculative growth is back in the driverโs seat with the flagship ARK fund kicking off the week with fresh cycle highs on both absolute and relative terms.
Weโve been leaning back into this theme since early September, and...
Today's trade is in a name that first hit my radar when Steve and Sam published a special report on Small Caps that were ready to squeeze. It later was reiterated in an Analyst meeting we had last week.
Every day, we sift through the filings to spot where the real conviction lies โ cutting through the noise to highlight the most meaningful insider moves.
Below is my weekly video for members of Macke's Retail Roundup.
Lousy week for the Portfolio+ as Stitch Fix beat estimates, raised guidance, tumbling 15%. We've seen this before after the company reports, as I cover in...
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...
Earnings are the heartbeat of the market - and every week brings a fresh set of opportunities and risks. With each report, we get new information about corporate health, investor sentiment, and the sectors driving leadership (or lagging).
Every weekend, I dig into our insider activity tracker looking for the biggest conviction buys โ and this week, weโve got action across oil & gas, biotech, semiconductors, and more.
