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

It's been a helluva week. Even with Friday's bounce, XLY is still by far the worst-performing sector this year. 

Crashes are easy. I’ll tell you what to do if stocks fall 20% in one day: Buy something. 

Bear markets are a different vibe. If a crash is a blitzkrieg, bear markets are a seige. Every day like the last. Long, negative, intermittent spells of misery. Since December 17th the Consumer Discretionary SPDR is down 18%. No day much stands out as particularly miserable. So far, 2025 has been about two weeks of hope, followed by stocks falling 4 out of 5 days, usually about 1%.

The XLY has now given back all of its gains since last October and is breaking down much worse than that below the surface. First they came for the darlings like Elf and Abercrombie and no one said anything because those were momentum plays.

But the market isn’t just coming for losers on the day they disappoint. Stocks like ANF sell off seemingly every day. It’s been folded in half since January. The stock is “cheap” and...

Here's the replay and chartbook from the March 13 Weekly Strategy Session.

Be sure to join us on Thursdays at 11 am ET and maximize your return potential.

Thanks to everyone who joined us for today's Hot Corner Insider Weekly Strategy Session.

While U.S. equity investors are panicking, the Gold Bugs are riding powerful uptrends. It's a fantastic time to own shiny rocks.

Yesterday, we discussed the short interest in Silver hitting a record high. We think it's time for Gold's crazy cousin to shine.

In addition to that, we covered a variety of subjects in today's video, including: 

• The largest 4-week inflow into Gold on record
• Wild swings in the currency markets
• International stock markets
• Shiny rocks > stocks
• Seasonal sweet spot for Gold & Silver miners
• And what we're buying

Here's the replay and chartbook from the March 6 Weekly Strategy Session.

Be sure to join us on Thursdays at 11 am ET and maximize your return potential.

Thanks to everyone who joined us for today's Hot Corner Insider Weekly Strategy Session.

This precious metals bull market will turn 1 year old on Tuesday.

Can you believe it? 

Gold futures resolved a multi-decade basing pattern on March 4th, 2024.

We've had a blast riding the shiny yellow metal higher and made a ton of money along the way.

The cycle has had its ups and downs, no doubt about it.

But when we zoom out and analyze the long-term trends, it's clear what environment we're in. A raging bull market!

Buyers are being rewarded, and sellers are being penalized. This is what happens in uptrends.

Let's take a moment to step back and assess our progress over the last year.

Here's the replay and chartbook from the February 27 Weekly Strategy Session.

Be sure to join us on Thursdays at 11 am ET and maximize your return potential.

Thanks to everyone who joined us for today's Hot Corner Insider Weekly Strategy Session.

We've been discussing the odds favoring shiny rocks outperforming stocks for the foreseeable future. 

It's what happens in every precious metals bull market.

Another classic in these cycles is for the mining stocks to outperform gold. We think this is about to happen. 

In addition, we expect the entire precious metals complex to move explosively. We haven't seen this yet, but we're anticipating it.

The setup in palladium futures looks as juicy as anything in the market.