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Macke's Retail Roundup

Video: Earnings Season Has Arrived!

April 24, 2025

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

We're into earnings season. Thank the lord...

For the next few weeks, we'll hopefully learn how these retailers are preparing for a world with(or without) tariffs. Maybe it will give us something to focus on other than the soap opera out of the White House. 

These tariff shenanigans really couldn't come at a worse time for retailers—they're doing their holiday season ordering now. And without clarity on tariffs, it's awfully hard to plan ahead. 

So I'm looking forward to hearing what these execs have to say. This week we've heard from HAS, CMG, and SKX. I discussed these reports, as well as my Macke Retail Portfolio, in this week's video.

Watch the video below.

 

Macke's Retail Roundup+

Monthly Town Hall - April 2024

April 23, 2025

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 questions. 

Watch the video and talk to me in chat below.

 

All Star Charts Gold Rush,
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[Gold Rush] Stop Fighting This Trend! 📈⚒️

April 21, 2025

Gold miners keep squeezing higher.

Why the short sellers are betting against this uptrend is beyond us.

As the great market analyst, Charlie Munger said:

"If people weren't so often wrong, we wouldn't be so rich."

Thank you, short sellers... We love you!

Our Gold Rush Index closed at a fresh all-time high last week 📈 
All Star Charts Gold Rush,
All Star Charts Premium

[Gold Rush] Short Sellers HATE This Play - Here's Why We're Loading Up 📈⚒️

April 14, 2025

Gold Miners are ripping in 2025 as Gold futures continue to print fresh all-time highs.

Here's how the year has played out so far:

  • The S&P 500 is down 8%
  • Bitcoin is down 9%
  • Bonds are flat
  • Silver is up 12%
  • Gold is up 22%
  • And Gold Miners are up 47%

There has been a tremendous amount of dispersion in the returns.

Despite precious metals' clear leadership role this year, the short sellers have piled into the Gold miners.

Short interest in the Gold Miners ETF $GDX is the highest in years. Here's why we think it's time for a squeeze: 🍊
Macke's Retail Roundup

Video: We Are At The Center Of The Volcano

April 11, 2025

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

My universe, the land of the consumer, has taken center stage. The eye of the storm, if you will. The center of the volcano. The hottest part of the mantle. 

And every tariff headline sends the market swinging. Last week, it was down. This week...down, then up, then down. We're stuck in a tariff circle of hell. 

So what does this mean for the portfolio? And what am I doing about it? I broke it all down in this week's video.

Watch the video below.