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The Gold secular bull market is acting exactly how bull markets should. 

Every dip gets bought, every pullback is shallow, and the laggards are catching up to the leaders. 

That’s textbook bull market behavior.

We’ve been...

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Making sense of the data and getting ready for a Huge Week!

Below is my weekly video for members of Macke's Retail Roundup.

It's been a solid week for the market and a great week for the RoundUp 10 Portfolio. In the below video I review trades I shared over the last week (Long $TKO,...

The Jeff Macke Portfolio Plus
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Macke's Retail Roundup
$WMT
$TGT
$ULTA
$ONON
$TKO
$HD
$LOW
$TJX
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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...

The Jeff Macke Portfolio
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Macke's Retail Roundup
$AMZN
$PTON
$COST
$TKO
$ONON
$dis
$SG
$CROX
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There’s a stealth correction unfolding in the precious metals space. 

Most people aren’t paying attention because the headlines are quiet, and the price action has gone mostly sideways.

But to us, this is where things get interesting...

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Stocks to Buy as the Week ends in a Crash

Below is my weekly video for members of Macke's Retail Roundup.

Amazon leads to the downside as the week comes to a brutal end. Two portfolio changes and 2 stocks I'd buy in in this bloodbath. 

...

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$AMZN
$IMAX
$PTON
$WMT
$COST
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Performance Since March 4, 2024 Chart (07.28.2025)

Precious metals are still running the show.

Ever since Gold futures decisively resolved its multi-decade base last year, the entire complex has been in beast mode. 

...

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Hulking up into Earnings Season

Below is my weekly video for members of Macke's Retail Roundup.

The loss of a pair of 80s icons takes a bit of the fun out of a profitable week. What we learned from (and about) Chipotle, the meme stock Red Flag and...

The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
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Macke's Retail Roundup
$CMG
$AEO
$XLY
$GAP
$KSS
$ONON
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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...

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Below are the slides from my weekly video for members of Macke's Retail Roundup.

 

Stuck Starbucks:

 

 

Kohl's gets a...

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$SBUX
$KSS
$LULU
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Introducing the Millionaires at Sea Luxury Cruise Stock Basket

If everyone hates cruising except Boomers and people who crave norovirus, why are the stocks hitting All-Time-Highs?

Royal Caribbean made the news for two reasons on Friday. First came reports that 140 people aboard $RCI's "Navigator of the Seas...

The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
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$VIK $RCL $NCLH $CCL $DIS $LIND $EXPE $CUK
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Below is my weekly video for members of Macke's Retail Roundup.

I used yesterday's strength in a mall retailer to make room for a new position in my RoundUp 10. Hint: Think "Hims for Boomers."

Watch...

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Below is my weekly video for members of Macke's Retail Roundup.

I used yesterday's strength in a mall retailer to make room for a new position in my RoundUp 10. Hint: Think "Hims for Boomers."

Watch...

The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Video
Members Only