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Jeff Macke
@JeffMacke
Investor. Author. Giver.
1K Following    97.5K Followers
Kirk Cousins needs to demand a trade to Minnesota.
I don’t want to jinx anything but the Vikings are going undefeated.
Row. The. Boat. Minnesota stomps Michigan. America believes in Sports again.
I am sick and tired of hearing what a great football team Air Force has.
Someone traumatized the Penn State kicker.
Just got off the phone with the great Rick Santelli. I told him what an absolute honor and privilege it has been to be his colleague for over 20 years. In a world where everyone is replaceable, it will be extraordinarily difficult to find another with his intellect, integrity, passion, and expertise. I wish my dear friend nothing but the best for the next chapter of a well lived life.
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Just saw Digger. It’s a Wes Anderson movie being pushed like an Avatar. Art films are better with low budgets.
Fact: Bug called the 2020 Bottom. To the day. Imagine having a dog who can see the future but refuses to talk to anyone but you.
“I would have released the Caitlin shoes in time for back to school” - Bug on $NKE
Nice.
@Tschuochsutaere @JeffMacke Nike has $6,900,000,000 of cash on their balance sheet. Not cutting - going higher
“I would have released the Caitlin shoes in time for back to school” - Bug on $NKE
Nikes forward PE is now ~30x. The stock keeps getting more expensive as it falls. Sees $1.15 to 1.35. Street was at $1.72. Ugh. $NKE
Retailers on pace for an enormous 4th quarter.
$MCD is the $NKE of food all of the sudden. I don't think re-branding with Sad Ronald is going to win back Wall Street. So mopey. Shouldn't this be a good time to offer good food at a value?
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