Jeff Macke

Investor. Author. Giver.

[Jeff Macke @JeffMacke]

@challeyok @OleTimeHardball You can't count Ohtani's accomplishments as a member of the Dodgers

[Jeff Macke @JeffMacke]

@millardtrade @OleTimeHardball Barry was the best at Playing Baseball.

[OldTimeHardball @OleTimeHardball]

True or False

Barry Bonds is the greatest baseball player of all-time

[Jeff Macke @JeffMacke]

If Wemby wins it means America owns the Stanley Cup (true for decades but weird) and the French own basketball, which is the first time France has dominated anything since Waterloo.

Everything we knew about anything was wrong.

[Jeff Macke @JeffMacke]

Social Media has killed young people's ability to love dogs.

[Bloomberg @business]

Petco shares fell as much as 18% in postmarket trading after the company’s second-quarter forecast fell below consensus estimates, outweighing a better-than-expected first quarter https://t.co/vGj44CcR41

[Jeff Macke @JeffMacke]

It's good the NBA has arranged something tonight to kill time bn Stanley Cup games.

[Jeff Macke @JeffMacke]

@FibonacciSQNC Set the over for 3,000 degrees and run like hell for 4 hours

[Jeff Macke @JeffMacke]

Yellow Cake Uranium Part II

[*Walter Bloomberg @DeItaone]

TRUMP ON IRAN'S ENRICHED URANIUM: WE WILL GO GET IT AT SOMETIME NOT TOO DISTANT FUTURE

[Jeff Macke @JeffMacke]

@witchking_9 @SamRo well, yeah. I was alive at the time. I remember the headlines. Dayton Hudson and other takeover story shares got particularly hammered.

[Wall Street Beats @StreetBeatsPros]

Target’s valuation reflects execution issues, not a broken business.

[Jeff Macke @JeffMacke]

@witchking_9 @SamRo Leading to the famous Slightly Higher Christmas for Retail of '87 and the "Recession that Never Happened" in 1988.

It was a Wall Street-local event

[Jeff Macke @JeffMacke]

Is Victoria's Secret The Greatest Stock Ever? https://t.co/lihH2kWJ5E

[Jeff Macke @JeffMacke]

Trendwatch: Skinny Fatness.

[Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi]

Macy’s Sees Plus-Size Clothing Dip as GLP-1s Shrink Shoppers @jeffmacke $M $LLY $NVO

[Jeff Macke @JeffMacke]

Sitting on the couch and starving has replaced eating then working out.

$NKE $SHAK $CMG $LULU ... Some of the bleakest charts in memory

[Jeff Macke @JeffMacke]

Victoria's Secret up nearly 50% since changing its ticker to $VSXY

I will be appearing on no networks, anywhere to discuss the bubble in Specialty Retail and/ or Sexiness after the bell.

[Jeff Macke @JeffMacke]

Just traded some $VSXY calls for a father-son trip to a Stanley Cup game. I'm pretty sure it's a tax-free transaction, since he's my summer intern but I'll have to double check.

[Jeff Macke @JeffMacke]

Victoria's Secret is out: She's crushing estimates and collecting Bear scalps.

Congrats to everyone who still believes in shopping malls. $VSXY $VSCO

[Jeff Macke @JeffMacke]

$VSXY pre-dismisses conversations about activists on the call. Paraphrasing "The stock is at ATH's and we just Beat and Guided MUCH higher so... umm... we DGAF about activists right now"

Shares up 41%. Tech. Lol.

[Jeff Macke @JeffMacke]

@ProfPaulNary Mulling the comeback in terms of the brand, can't think of a reputational rebound this strong since the $ANF comeback (the two share a Wexner connection).

I heard Sophie Cunningham talking about wanting to be in the new fashion show last year.

Real eye-opener.

[Jeff Macke @JeffMacke]

@ProfPaulNary Oh it already is. Hugely improved company now. I shorted this name obsessively from 2017-2019. Went from the creepiest store on earth to a classy, "full-price merchant".

[ Left Disclosure: was (openly short then), now Long. Still not comfortable saying "panties" on camera ]