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2008
It's time to start buying... carefully

What if things go Right?

Stocks “should” be lower today. Equities just had one of the worst 1st quarters of the century, we’re in a war with no real end in sight, gas prices are up 40% in just over a month....

The Macke Letter
Jeff Macke
The Macke Letter
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macke gas prices

Let’s keep this super simple: Gas prices spiking higher is bad for consumer stocks. Not only consumer stocks, but consumer stocks in particular. 

Here’s a 1mo chart of average gas prices in the US, per GasBuddy:

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The Macke Letter
Jeff Macke
The Macke Letter
$XLP
$XLY
d
Hulking up into Earnings Season

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

The loss of a pair of 80s icons takes a bit of the fun out of a profitable week. What we learned from (and about) Chipotle, the meme stock Red Flag and...

The Jeff Macke Portfolio
Video
Macke's Retail Roundup
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the Bear

If you're not scared of what's happening in your stock portfolio you probably aren't paying attention. 

The first quarter was the worst for US stocks since Q3 of 2022 and the first negative quarter of any sort since 2023. The damage didn't...

The Jeff Macke Portfolio
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Bear Market
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