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...

Right Instinct, Wrong Picks

My feelings to the contrary, last week did not prove to be a good time to buy Lululemon. The troubled athleisure co found itself in the headlines again for the same news for the second week...

Buying Lululemon and making some sales

It's time to buy Lululemon. 

Now, I'm not into catching falling knives and Lulu doesn't even have a CEO right now. Worse still, the company is coming off a...

The following slide deck and accompanying video are from a presentation I gave at our Portfolio Accelerator Miami event in January 2026. 

These in-person gatherings we do are kept small by design, but I felt this session was especially...

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...

Starting With a Bang

The Portfolio+ and "10 to Hold" portfolios are jumping out to nice gains in 2026, led by Aritzia, Warby Parker and general enthusiasm surrounding Consumer...