Skip to main content
gas
Stop interupting your winners

Keep it Simple Into Retail Earnings

We’re at a strange spot in the earnings cycle for merchants. The banks, Mag7 and enough consumer-facing companies have reported. Against all odds, or certainly contrary to...

The Macke Letter
Jeff Macke
The Macke Letter
$AMZN
$TGT
$AMZN
$AAPL
Amazon macke 4-22-26
Once a week, I get together with Sean McLaughlin from All Star Options, and we're going to find an options trade to hunt for a new options trade for my Portfolio+ members.  The goal is simple: utilize my expertise on the consumer and Sean's...
The Jeff Macke Portfolio
Video
Options
macke portfolio
$AMZN
Members Only
Macke NFLX 4-15
Once a week, I get together with Sean McLaughlin from All Star Options, and we're going to find an options trade to hunt for a new options trade for my Portfolio+ members.  The goal is simple: utilize my expertise on the consumer and Sean's...
The Jeff Macke Portfolio
Video
Options
macke portfolio
$NFLX
$AMZN
Members Only
2008
It's time to start buying... carefully

What if things go Right?

Stocks “should” be lower today. Equities just had one of the worst 1st quarters of the century, we’re in a war with no real end in sight, gas prices are up 40% in just over a month....

The Macke Letter
Jeff Macke
The Macke Letter
$XLP
$XLY
$AMZN
$AAPL
d
Amazon is ignoring Retail

Amazon: Bored By Retail

Shares of Amazon fell as much as 10% after hours on Thursday after the world's second biggest retailer reported decent earnings then announced plans to spend $200 billion next year, some 60% more...

The Jeff Macke Portfolio
Video
macke portfolio
1167
Jeff's Retail Portfolio
$XRT
$AMZN
$TGT
$WMT
Members Only
Amazon Macke 1-16-26
They've got some good stuff cooking.
Once a week, I get together with Sean McLaughlin from All Star Options, and we're going to find an options trade to hunt for a new options trade for my Portfolio+ members.  The goal is simple: utilize my expertise on the consumer and Sean's...
The Jeff Macke Portfolio
Video
Options
Macke Portfolio+
$AMZN
Members Only
rotation
20 Charts I'm Stalking

Sunday Stalk List | Ep. 34

Welcome back to The Sunday Stalk List. 

Every weekend, I review hundreds if not thousands of charts across U.S. indices, global markets, breadth, sentiment, and intermarket relationships.

And now I’m...

Thompson's Two Cents
$NVDA
$MSFT
$AAPL
$AMZN
$TSLA
small vs large
3 Charts I'm Stalking

Sunday Stalk List | Ep. 33

Welcome back to The Sunday Stalk List. 

Every weekend, I review hundreds if not thousands of charts across U.S. indices, global markets, breadth, sentiment, and intermarket relationships.

And now I’m...

Thompson's Two Cents
$NVDA
$MSFT
$AAPL
$AMZN
$TSLA
b2
5 Headed Question Mark

Sunday Stalk List | Ep. 32

Welcome back to The Sunday Stalk List. (Monday This Week)

Every weekend, I review hundreds if not thousands of charts across U.S. indices, global markets, breadth, sentiment, and intermarket relationships.

...

Thompson's Two Cents
$sofi
$NVDA
$MSFT
$AAPL
$AMZN
$TSLA
d
Featuring A Deep Dive on Amazon

2025 has obviously been very good to us at The Macke Portfolio. In fact, it's been one of the best starts to a year that I can remember.

As of last Friday, we were up 26.5% for the year, outpacing the S&P and more than double the lame $XRT...

The Jeff Macke Portfolio
Video
macke portfolio
Jeff's Retail Portfolio
$AMZN
$WMT
$TGT
$COST
Boots On The Ground
Members Only
d
Stocks to Buy and Hold Now
Every year, I sit down with my kids and pick 10 stocks to buy and hold for 12 months. I began this to teach them about investing and what I do for a living. It’s worked well for finances and family bonding. Now, the rules are: 10 stocks for 12...
The Jeff Macke Portfolio
Video
Macke Portfolio+
$REAL
$WRBY
$TGT
$LULU
$TJX
$ATZAF
$SFIX
$AMZN
$ONON
$BBW
Members Only
d
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
Video
macke portfolio
1167
Jeff's Retail Portfolio
$AMZN
$UBER
$PTON
$MAT
$IMAX
$SFIX
Members Only
f
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
a
The World's Best Retailer is Back
  Shares of Amazon are hitting all-time highs in the pre-market after AWS growth exceeded 20% for the first time since 2022. This has alleviated concerns that the company was losing market share in AI and the cloud, despite years of massive...
The Macke Letter
Jeff Macke
The Macke Letter
earnings
macke letter
$AMZN
starbucks
Chartfest Tuesday

 

Keeping it visual today ahead of a busy earnings week. Starbucks and Amazon ahead of earnings, 2 winning trades on Mattel and Hasbro, Deckers gets a micro-bounce and a Minnesota double shot. 

99% charts, 110% value. Enjoy!

...
The Macke Letter
Jeff Macke
The Macke Letter
earnings
macke letter
$BBY
$TGT
$SBUX
$AMZN
$HAS
$MAT
$DECK