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

Stocks ended a good week with a *thud as Tariffs take their toll. Not that there weren't any promising signs (see: Levi's and our old favorite, Aritzia...

The Jeff Macke Portfolio
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We’ve been waiting patiently for a leadership handoff in the metals market. 

It’s happening now.

Platinum and Palladium, the long-forgotten cousins of the precious metals complex, are...

Supercycle Report
Gold Rush
Precious Metals
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Chill

Written Portfolio Update of the RoundUp10 and Starting 10 portfolios through June 13, 2025

The Jeff Macke Portfolio
Jeff's Retail Portfolio
$spot $CHWY $GAP $BBW RoundUp10
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We’ve seen this before.

Gold quietly builds momentum, breaks out to new highs, and suddenly the whole world starts paying attention. 

Then Silver wakes up violently. 

And the miners? They go vertical.

This playbook...

Supercycle Report
Gold Rush
Precious Metals
Video
Members Only

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

The SPDR S&P Retail ETF (XRT) closed the week up 0.5%, essentially unchanged. But under the surface, there's been a ton of action. 

...
The Jeff Macke Portfolio
Video
Members Only