Below is my weekly video for members of Macke's Retail Roundup.
My universe, the land of the consumer, has taken center stage. The eye of the storm, if you will. The center of the volcano. The hottest part of the mantle.
And every tariff headline sends the market swinging. Last week, it was down. This week...down, then up, then down. We're stuck in a tariff circle of hell.
So what does this mean for the portfolio? And what am I doing about it? I broke it all down in this week's video.
Watch the video below.
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