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The Jeff Macke Portfolio

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Sentiment Collapse

 

 

Strong Week, led by Gap, AEO

 

Keeping it short today as I'm heading out to do some field research at the malls for Black Friday.

Strong week for the Portfolio+. Gap tacked on to post...

The Jeff Macke Portfolio
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Jeff's Retail Portfolio
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Sentiment Collapse
 

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...

The Jeff Macke Portfolio
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macke portfolio
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Jeff's Retail Portfolio
$AMZN
$UBER
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Amazon Crushes!
 

It was a fine week with Amazon leading the way.

In the attached video I'm talking about Amazon's huge win, why Starbucks is still dead money and Chipotle is hopeless. I also take a look at next week as I look to prune some dead weight from...

The Jeff Macke Portfolio
Video
macke portfolio
1167
Jeff's Retail Portfolio
$AMZN
$CMG
$SBUX
$SHOP
Members Only