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The Macke Letter

The Macke Letter

Jeff Macke’s daily letter blends market insight with cultural context — connecting price action to consumer behavior and investor sentiment. Get sharp, entertaining commentary from one of Wall Street’s most outspoken voices.

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Starbucks, Amazon, Target and More

Chartfest Tuesday

October 28, 2025

The Macke Letter

Nike Report Card

Undoing the past

October 1, 2025

The Macke Letter

The Nike Disaster and How to Trade It

Nike reports tonight. Here's how they got into this mess.

September 30, 2025

The Macke Letter

Stitch Fix Options Trading Special!

Trading SFIX with Sean McLaughlin

September 24, 2025

The Macke Letter

Retail Sales Beat and More!

Hollywood Goes Denim, restaurants reporting and Gov't Data Breakdown

September 16, 2025

The Macke Letter

Weekly Video: Hot or Not?

Catching more of last week's rally. Getting ready for RH

September 10, 2025

The Macke Letter

3 to Watch This Week

TKO, Lulu Stretched to the Downside?

September 8, 2025

The Macke Letter

AEO Report Card

Stellar Grades for American Eagle

September 4, 2025

The Macke Letter

4 Things to Watch This Week

Lulu, AEO and Macy's report! Plus Tennis!

September 2, 2025

The Macke Letter

The Consumer Shows Up! WSM, ANF and Kohl's Report Cards

A quick breakdown of what you need to know about today's earnings

August 27, 2025

The Macke Letter

3 Storylines To Watch This Week

Huge earnings week for the mall! Furniture stocks burning!

August 25, 2025

The Macke Letter

Members Only: Walmart Epilogue

What Walmart told us about Inflation and what it mean for Stocks

August 22, 2025

The Macke Letter

UPDATE: Target Report Card and Trade Idea

Looking for a way to profit of the Street's (and my own) disappointment

August 20, 2025

The Macke Letter

TKO Scores a Knockout

TKO Rakes in huge cash for UFC. What I'm doing now.

August 11, 2025

The Macke Letter

3 Reports to Watch This Week

On Holdings, Cava and Birkenstocks are poised to move this week.

August 10, 2025

The Macke Letter

Peloton Report Card

Expectations are high for Amazon tonight. Here's what to expect

August 7, 2025

The Macke Letter

Portfolio Update! Building Some Cash

Building Cash into Earnings Season

August 5, 2025

The Macke Letter

5 Reports to Watch This Week

These 5 Stocks will set the tone for a critical week.

August 4, 2025

The Macke Letter

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