The Jeff Macke Portfolio Articles

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The Ghosts of 2018
Jeff Macke
Jeff Macke

"Beat and Guide Lower" is 2025's Hottest Trend

Wall St and Retailers adjusting to a random news flow world...

Remember the beginning of January? Retailers were pre-announcing strong Holiday sales and margins. Consumer Discretionary stocks were on a heater dating all the way back to pessimism...

February 27, 2025
The Jeff Macke Portfolio
Macke's blog
Jeff Macke
Starbucks
Macke Approved
Jeff Macke
Jeff Macke

Macke's Retail Round-Up: The Starting 10

Every year I sit down with my 2 kids and put together a portfolio of Consumer Facing stocks. The picks aren't all retailers but each fits in the bucket of my expertise. They make products I can see, feel and sometimes taste. They are brands that evoke...

January 20, 2025
The Jeff Macke Portfolio
Macke's Retail Roundup