Jeff Macke The Bullish Case, plus Cruising, Marriage and Starbucks What if there isn't a recession? Retail sales came in soft for February, with some strength in staples. Discretionary was so/so which would have seemed bad two months ago but comes as a bit of a relief in light of the bloodletting we've... March 17, 2025 The Jeff Macke Portfolio Starbucks, Cramer, Nike, Cruising, Walmart, Consumers Members Only