Jeff Macke is the person I go to when it comes to all things Retail and Consumer Brands. He's been doing this longer and better than anyone else I can think of.
November marks the beginning of the best three-month period of the year for stocks and a brand-new NBA season. Moreover, the sportsbooks have priced in my...
Consumer Discretionary stocks are a reliable gauge of risk appetite and market health.Consider these as automobiles, retail, and homebuilding—industries that offer products and services consumers purchase with their discretionary income.When...
As we inch closer to the election, the "change-of-narrative" plays still hold interest to me -- both as hedges to my overall bullish positioning, and as alpha generators.
Today's trade is in a "junky" solar name that has gotten beaten down with...
I have the pleasure of staying at a place right next to ocean. It really is lovely. I've talked a lot with the guys on the team and they all say the same thing. As a trader, it's so valuable to spend time looking at the ocean. It gives you a...
