Thanks to everyone who joined us for today's Hot Corner Insider Weekly Strategy Session.

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.

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.

Here's the replay and chartbook from the April 10 Weekly Strategy Session.

Be sure to join us on Thursdays at 11 am ET and maximize your return potential.

Thanks to everyone who joined us for today's Hot Corner Insider Weekly Strategy Session.

The publicly traded markets around the world are experiencing some of their most volatile periods ever.

Since its February peak, the S&P 500 has declined by over 20%. 

Meanwhile, Gold has shown a tremendous amount of relative strength. It's only down 6% from its all-time high...

This isn't anything new, though. We've been discussing this outperformance for years, and we don't think it will change anytime soon.

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

Fear has entered the market.

Not panic just yet, but Wednesday afternoon in the Rose Garden, POTUS unleashed the Kraken on the market, the global economy, and just about any retailer selling clothing or making shoes.

We knew the tariffs were coming. We realized the cost of doing business was going up, and it was going to somehow be passed along to consumers. But until the President held up his Reciprocal Tariff tag board, it wasn’t clear just how much of a blood sport this was going to be.

I discussed the implications and reaction in this week's Retail Roundup Video.

Watch the video below.

Here's the replay and chartbook from the April 3 Weekly Strategy Session.

Be sure to join us on Thursdays at 11 am ET and maximize your return potential.

Thanks to everyone who joined us for today's Hot Corner Insider Weekly Strategy Session.

The Gold and Silver Miners have been on fire.

Today is the final trading session of Q1 2025, and these stocks are on pace for one of the best quarters ever in absolute terms. 

In relative terms, this has been the best quarter ever in many cases.

These returns have been historic, yet nobody seems to care.

We believe this strength will foster more growth in the future, and here's why.