jeff macke
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User Profile: FollowClick to Follow JeffMackeJeff Macke@JeffMackeAuthor. Speaker. American. Owner of the fabulous, historic Muted Island. My opinions are not advice. reTweets are not offensive. FomightyAmericaxmasclock.comJoined March 2009823 Following102.2K Followers
Jeff Macke@JeffMacke 38mWednesday Bug1115 Jeff Macke@JeffMacke 2hScumbag screws willing public. No one learns anything. $BBBYzerohedge.comRugpull: After Stratospheric Gamma Squeeze, Ryan Cohen Files To Sell Stake In Bed, Bath & BeyondThe army of retail investors chasing the gamma squeeze in BBBY just took a very cold bath...6420 Jeff Macke Retweeted Jeff Macke Retweeted Jeff Macke Retweeted Bloomberg@business 4hLululemon workers have withdrawn their petition to unionize a store in Washington, D.C., marking a setback for the recent wave of organizing at previously union-free US retail firmsbloomberg.comLululemon Workers Drop Bid for Union Vote at D.C. Store5412 Jeff Macke@JeffMacke 7h$AMC down 10% ahead of Avatar theatrical re-release.giantfreakinrobot.comDisney Just Removed Avatar From Streaming, Here's WhyHoping to fire up Disney+ to watch Avatar? Sorry, you're not going to have any luck. The blockbuster was quietly deleted from the streamer.12 Jeff Macke@JeffMacke 12hIt's almost like $BBBY is being manipulated. Unless you actually are the person jerking these shares around you're probably going to end up getting hosed trading the meme names. But, you know, good luck and stuff.417 Jeff Macke@JeffMacke 13hLast second idea for Target: "We're not here to talk about mistakes we made in the past; not with Halloween coming in hot on the heels of a great Back to School effort and Santa looming right around the corner" Call starting now. The moderator is delightfully local.411 Show this thread Jeff Macke@JeffMacke 14hTarget dares to mention a year / year increase in inventory shrink , which is retail-speak for theft. I d love to see this quantified by a big box chain. Maybe not Target but someone. $TGT3927 Show this thread Jeff Macke@JeffMacke 14hTarget is fine. They weren t kidding about getting rid of merchandise. Holy cow. $TGT4330 Show this thread Jeff Macke Retweeted Jeff Macke Retweeted Jeff Macke Retweeted Chairman Birb Bernanke @Bonecondor Aug 17Replying to @douglasmackspoken like somebody who s never said fanny pack around a bunch of brits also, pants/trousers is much worse6123 Jeff Macke@JeffMacke Aug 16Fencing sketchy products on $AMZN has never been more expensive.apnews.comAmazon to raise seller fees for holidays amid rising costsNEW YORK (AP) Amazon is raising charges on third-party sellers again this time adding a holiday fee for merchants who use the company s fulfillment services to pack and ship items to customers.2414 Jeff Macke@JeffMacke Aug 16Really bouncy houseware and bedding fundamentals today. $BBBY2211 Jeff Macke@JeffMacke Aug 16It was nice while it lasted.216 Jeff Macke@JeffMacke Aug 16Vote on the rally that s tearing America apart!Quote TweetJeff Macke@JeffMacke Aug 16Will the S&P500* hit a new all-time high in 2022? * stocks $SPX #Fomo Show this poll14 Jeff Macke@JeffMacke Aug 16Will the S&P500* hit a new all-time high in 2022? * stocks $SPX #Fomo Yes42.6%No57.4%230 votes Final results232 Jeff Macke@JeffMacke Aug 16$HD up 4% on good dog strategy.GIFread image descriptionALT17 Show this thread Jeff Macke@JeffMacke Aug 16 I don t mind stealing bread from the mouths of decadence - CEO617 Show this thread Jeff Macke@JeffMacke Aug 16The dress code in Walmart's men's section is straight up grunge.youtube.comTemple Of The Dog - Hunger StrikeREMASTERED IN HD!Music video by Temple Of The Dog performing Hunger Strike. (C) 1991 A&M Records#TempleOfTheDog #HungerStrike #Remastered36 Show this thread Jeff Macke@JeffMacke Aug 16If Doug Mac wears one of these best selling $12 men's long sleeved flannel shirts for his TV hit $WMT could easily stay over $140.216 Show this thread Jeff Macke Retweeted Jeff Macke Retweeted Jeff Macke Retweeted little miss@owen__lang Aug 15This is how they are selling Yeezy GAP. The sales associate said Ye got mad when he saw they had it on hangers and this is how he wanted it. They won t help you find ur size too, you just have to just dig through everything1,27010.7K63.7K Jeff Macke@JeffMacke Aug 16Walmart call starting. They haven't changed their outlook yet but we're still in the disclaimer portion. Here's a fun graph while we wait: July 26th decline: $WMT 7.5% $TGT 3.6% $COST 3.5% Change Since July 26: $WMT 12.5% $TGT 17% $COST 7.5%116 Show this thread Jeff Macke@JeffMacke Aug 16The Simpsons predicted the zinc shortage of 2022youtube.comThe Simpsons - A World Without ZincHilarious clip from The Simpsons - A world without zinc starring Jimmy : "come back zinc! come baaack"2213 Jeff Macke@JeffMacke Aug 16Walmart does in fact beat numbers pre-announced July 25th. Shares hit $120 July 26th, now trading over $137. "Blah blah blah inflation blah blah blah" said America-haters.517 Show this thread Jeff Macke@JeffMacke Aug 16"Who had a good quarter?! Who had a good quarter?! Home Depot did! Yes it did!" Imagine betting against doggo clerks. $HD Quote TweetJeff Macke@JeffMacke Aug 3Replying to @dog_ratesWhat a well stocked and organized store! $HD5126 Show this thread Jeff Macke@JeffMacke Aug 16Happy $HD and $WMT morning. HD already beat. It would be surprising if Walmart did anything other than hit the numbers pre-announced on July 25th. We're all pretty excited for the conference call.5515 Show this thread Jeff Macke@JeffMacke Aug 16Happy Nugz Day.213 Jeff Macke@JeffMacke Aug 16NB: Today was the first day of school for TeenBoy. I'm just a little bit shattered. Don't tell anyone.114 Show this thread Jeff Macke@JeffMacke Aug 16We've got time for a GenX concert. Here are the Foo Fighters on the last Letterman. Holy shit, seeing Taylor. Age sucks, people. You lose good people. The only thing I ever ask of you, you've gotta promise not to stop when I when say 'when'youtube.comFoo Fighters Perform Everlong For Dave s Final Show | LettermanFoo Fighters accompany an incredible highlight reel of Dave s best moments from over 30 years of late night television. (From Late Show, air date: 5/20/15)...110 Show this thread Jeff Macke@JeffMacke Aug 16I saw the crescent. You saw the whole of the Moon. If you aren't humbled by the world around you there's a good chance you haven't given it much thought.youtube.comThe Killers - The Whole Of The Moon (Cover) - TRNSMT Festival 2018The Killers covering The Waterboys at TRNSMT Festival, Glasgow Scotland 08/07/18IG: https://www.instagram.com/thekillers_music/?hl=en#TheKillers #Brandonflowers612 Show this thread Jeff Macke@JeffMacke Aug 15Unnecessary Disclosure: I m long $WMT, $TGT, $LOW, $HD (newish) and $COST. Also $AMZN. I don t feel great going into earnings. The market looks toppy and margins won t be great. I suspect Target has done the best job clearing inventory.11457 Jeff Macke@JeffMacke Aug 15 How hard can it be to bolt an iPad to a stationary bike? Said $PTON investors.48 Show this thread Jeff Macke@JeffMacke Aug 15DIY is hot right now.Quote TweetBreaking Market News@breakingmkts Aug 15*PELOTON TO RETOOL BIKES FOR DO-IT-YOURSELF ASSEMBLY TO CUT COST$PTON9217 Show this thread Jeff Macke Retweeted Jeff Macke Retweeted Jeff Macke Retweeted HotPanini@HotPanini1 Aug 15Replying to @JeffMacke and @CramersShirtLooks like the French came up with an X-games version:Quote TweetScience girl@gunsnrosesgirl3 Aug 14In the resort town of Les 2 Alpes, in the northern French Alps there is a bike race which starts at a 3,400m-high glacier. 1/2Show this thread3:256.1M views213 Jeff Macke@JeffMacke Aug 15Calling bullshit.Quote TweetUberFacts@UberFacts Aug 15August 15th is National Relaxation Day119 Jeff Macke@JeffMacke Aug 15$WMT set to open where it traded after missing and guiding lower post Q1. ~$132 was also where $WMT traded before warning and guiding lower in late July. There's a fine needle to thread for $TGT and WMT. They can't guide higher or lower w/out sounding lost. "We feel ok" = Beat39 Show this thread Jeff Macke@JeffMacke Aug 15Recent NewYorker piece on the $SBUX Labor movement, because I believe down to my bone marrow high-turnover workers collecting the highest wages in a low-margin industry have no business unionizing but I'm open to hearing their case:newyorker.comThe Upstart Union Challenging StarbucksBaristas nationwide are remarkably organized. Is the company s C.E.O., Howard Schultz, using firings, store closures, and legal delays to thwart them?26 Show this thread Jeff Macke@JeffMacke Aug 15More $SBUX union problems. I doubt accusing the organizers of stuffing the ballot box is going to help much. Howard can control the damage even in a worst-case but the stakes are high (>$1b last Q, >300k workers). The September meeting looms https://cnbc.com/2022/08/15/starbucks-asks-labor-board-to-suspend-mail-in-ballot-union-elections-alleging-misconduct-in-voting-process.html 12 Show this thread Jeff Macke@JeffMacke Aug 15Summer Science Summary: Exercise and Thinking are killing America. "Never sit when you can lie down and watch shows you've already seen for at least 8 hours a day" recommended a man in a large lab coat.Quote TweetBloomberg@business Aug 15Thinking too hard for too long really can make you tired, according to a new study https://trib.al/WMR4C8k2415 Thinking too hard for too long really can make you tired, according to a new study https://trib.al/WMR4C8k Jeff Macke@JeffMacke Aug 15Welcome to Retail Earnings Week! $TGT and $WMT both already guided lower for Q2 and the FY. Takes quite a bit of suspense out of the reports. Spoiler: softlines haven't been great. Target's rare Double Warning after a weak Q1 sets the bar low, and seems smart, in retrospect.2621 Show this thread Jeff Macke@JeffMacke Aug 15Flashback: 2018 Sunday Bug2125