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The Market Moment is an educational finance podcast for the everyday investor.
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4 days ago
4 days ago
Are 5% mortgages on the horizon? Sure, it's not as fantastic as the 2%-3% we saw during the pandemic but it is MUCH BETTER than 6%, 7%, or 8%! With a 5% mortgage, more people may be willing to sell their current homes because their new home purchase won't be as steep. Plus, if more people put their homes on the market, this opens the supply which we desperately need and can help lower costs...
Eli, Matt, and John also talk about the broadening of the market. They called it a #smallcapsummer a few weeks ago and now its looking like a #smallcapfall which could mean a healthier market! Yes, the Magnificent 7 are taking a hit, but you can (and should) only be at the top for so long...
Lastly, the guys touched on how the upcoming presidential debate between Donald Trump and Kamala Harris may shake things in the market. The debate is happening tonight (09/10) and maybe next week we'll cover how or if it changed the market...
💬 Comment below what you think about Big Tech's volatility!
🍿 Watch Next: Last week's episode of No Dumb Questions, talking about an investing legend - Warren Buffet! https://www.youtube.com/watch?v=Hkx9UCrk5qA&t=804s
🎙The Market Moment Podcast! Last week's episode which was referenced a lot this week... https://www.youtube.com/watch?v=i3lObsv1qGY&t=1754s
😎Join the growing Market Moment community by clicking that subscribe button! We're on Facebook! https://www.facebook.com/profile.php?id=61557724292379&mibextid=ZbWKwL
Give us a follow on Instagram! https://www.instagram.com/themarketmoment/
Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures
Tuesday Sep 03, 2024
Tuesday Sep 03, 2024
Join Matt, John, and Eli as they discuss today's news that the yield curve has uninverted! They explain what that means and how it impacts the market throughout this episode.
💬 Comment below how you feel about the uninverted yield curve!
🍿 Watch Next: Data Brief by Eli Freeman! https://www.youtube.com/watch?v=tYEgVOxkIHI
🎙The Market Moment Podcast! Last week's episode: https://www.youtube.com/watch?v=_uyHu3upmU0&t=1715s
😎Join the growing Market Moment community by clicking that subscribe button!
We're on Facebook! https://www.facebook.com/profile.php?id=61557724292379&mibextid=ZbWKwL
Give us a follow on Instagram! https://www.instagram.com/themarketmoment/ www.instagram.com/themarketmomemt/
Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures
Tuesday Aug 27, 2024
Tuesday Aug 27, 2024
Things get heated in today's episode as Matt, Lee, and John discuss the Harris' tax proposal she's campaigning with... Vice President Kamala Harris proposes higher income taxes, corporate taxes, capital gains, and taxing unrealized capital gains as well... and all of this tax-talk has the guys asking "Are we being taxed into oblivion?"
As John points out, we're being taxed on the money we make, the money we spend, the money we give away, and even the money we leave behind after we die, and all other kinds of taxes in-between... And Lee points out an economic model which shows at what point a tax burden overexceeds the revenue it would bring in.
Other than taxes, they talk about the state of interest rates impacting CDs, money markets, and other cash-holding options, and they're looking forward to college football season! There was a lot to talk about!
💬 Comment below if you're looking forward to College Football Season! Go, Hogs!
🍿 Watch Next: Our brand new series "No Dumb Questions" has a recent episode on tax questions! https://www.youtube.com/watch?v=4hWnG8iRG0s
🎙The Market Moment Podcast! Last week's episode... https://www.youtube.com/watch?v=6B0L1B6Oo20&t=1213s
😎Join the growing Market Moment community by clicking that subscribe button!
We're on Facebook! https://www.facebook.com/profile.php?id=61557724292379&mibextid=ZbWKwL
Give us a follow on Instagram! https://www.instagram.com/themarketmoment/ www.instagram.com/themarketmomemt/
Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures
Tuesday Aug 20, 2024
Tuesday Aug 20, 2024
CNBC just published an Op-Ed titled, "The case for a 40-year mortgage" written by John Hope Bryant. The op-ed argues for introducing 40-year mortgages to help combat the struggle average Americans are facing with purchasing their first home. Between high interest rates, low inventory, and a struggling economy where wages are not keeping up with the cost of living, this is a proposed solution. But would it do more harm than good?
Matt, Eli, and Lee also talk about Kamala Harris' plan to raise the corporate tax rate if elected, something which Eli points out as rather pointless and primarily political. They also cover the recent stock market trends.
Link to the mentioned Op-Ed: https://www.cnbc.com/2024/08/20/op-ed-the-case-for-a-40-year-mortgage.html
💬 Comment below what you think about a 40 year mortgage or how you feel about America's tax system!
🍿 Watch Next: Last week's Data Brief, hosted by Eli! https://www.youtube.com/watch?v=R4TwlUPQs5Q&t=1s
🎙The Market Moment Podcast! Last week's episode... https://www.youtube.com/watch?v=WC7TSGojKmg
😎Join the growing Market Moment community by clicking that subscribe button!
We're on Facebook! https://www.facebook.com/profile.php?id=61557724292379&mibextid=ZbWKwL
Give us a follow on Instagram! https://www.instagram.com/themarketmoment/ www.instagram.com/themarketmomemt/
Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures
Tuesday Aug 13, 2024
Tuesday Aug 13, 2024
People are talking about The Fed and whether or not they'll cut rates this year (look at us, we're even talking about it!) but that isn't the easy solution to fixing our economy or even helping the stock market... that's just not how it works. There are tons of other factors involved and the stock market really cares about companies' profits and losses.... While interest rates do matter, it's only a piece of the story, and the Fed may be taking way too much credit for how our economy is running. But what do you think?
This week's Market Moment is hosted by Matt Walters, Lee Mackey, and John Martfeld who share their opinions as financial advisors.
Reference from CNBC: https://www.msn.com/en-us/money/marke...
💬 Comment below what other factors you think are impacting the economy.
🍿 Watch Next: Our brand new series "No Dumb Questions" Here's the latest episode:
• What's the difference between saving ...
🎙The Market Moment Podcast! Last week's episode:
• Common Questions We Get as Financial ...
😎Join the growing Market Moment community by clicking that subscribe button!
We're on Facebook! https://www.facebook.com/profile.php?...
Give us a follow on Instagram! 
/ themarketmoment www.instagram.com/themarketmomemt/
Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures
Tuesday Aug 06, 2024
Tuesday Aug 06, 2024
How much do I need before I retire? How should I be invested? Should I get a credit card? These are some of the common questions that finance advisors Matt, Lee, and John hear on a routine basis, and they're here to answer those questions!
💬 Email us your comments and questions at TheMarketMoment@mach1fg.com
🍿 Watch Next: Our Brand New Series! "No Dumb Questions" https://www.youtube.com/watch?v=VABS7b3rfSk&t=1s
🎙The Market Moment Podcast! Check out last week's episode...
https://www.youtube.com/watch?v=r03yZ4ipCgo&t=1048s
😎Join the growing Market Moment community by clicking this link!
We're on Facebook! https://www.facebook.com/profile.php?id=61557724292379&mibextid=ZbWKwL
Give us a follow on Instagram! https://www.instagram.com/themarketmoment/ www.instagram.com/themarketmomemt/
Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures
Tuesday Jul 30, 2024
Tuesday Jul 30, 2024
Teaching your kids financial literacy is one of the best ways to set them up for success in life as adults. In this episode of The Market Moment, Isaac asks John and Lee for advice, now that he has a five month old son. John has raised two sons now in college and Lee has kids ranging from the teen years of fourteen to young adulthood at twenty-eight. Both Lee and John offer their insight into the importance of training your kids these financial principles and what those concepts are and some creative ways to do this with kids from all ages! This is a great episode if you have kids at home; it's never too early and it's never too late!
Link that Lee references: https://www.ramseysolutions.com/relationships/how-to-teach-kids-about-money
💬 Comment below if you have kids and what you're teaching them about financial literacy!
🍿 Watch Next: Data Brief! https://youtu.be/OUs8IVfY9hA?si=LSaHpNJOfeX2eKp9
🎙The Market Moment Podcast! Last week's episode: https://youtu.be/L3dakY9EBiU?si=ou4aypRws3VgO3t9
😎Join the growing Market Moment community by clicking that subscribe button!
We're on Facebook! https://www.facebook.com/profile.php?id=61557724292379&mibextid=ZbWKwL
Give us a follow on Instagram! https://www.instagram.com/themarketmoment/ www.instagram.com/themarketmomemt/
Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures
Tuesday Jul 23, 2024
Tuesday Jul 23, 2024
Does it really impact the market who's in the White House? Welcome to the Market Moment, where this week Lee and Matt are discussing the big question on how the market and elections are tried, if at all....
DISCLAIMER: This episode was filmed in preparation for vacation days, and was thus filmed prior to the recent political events (Trump's assassination attempt, Biden stepping down, and now Kamala Harris as the new nominee). All the information presented in this episode, however, is still very relevant even if Matt and Lee's references are "dated" at this point. It is still historically true that it doesn't matter if a Republican or a Democrat is in office, you should stay in the market and not time it.
💬 You can send your comments and questions to TheMarketMoment@mach1fg.com Do you agree or disagree with Matt and Lee? Remember, the "market" and the "economy" are two different things. Our economy could be struggling, but the market is going up.
🍿 Watch Next: Data Brief! "What is Rebalancing?"
• What is "Rebalancing"? | Data Brief
🎙The Market Moment Podcast! Check out last week's episode...
• Are We in a Market Rotation?
😎Join the growing Market Moment community by clicking that subscribe button! Click here to subscribe.
We're on Facebook! Give us a follow on Instagram! / themarketmoment
Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures
Tuesday Jul 16, 2024
Tuesday Jul 16, 2024
Welcome to the Market Moment! This week, Eli, John and Lee are talking about the "small cap summer" we seem to be living in right now as small caps are up! Lee asks "Could this be a market rotation?" since everything was so heavily saturated in large cap and big tech! They also discuss the decrease in inflation thanks to a recent CPI report, and they debate what The Fed will do next...
Don't forget to leave us a question or comment for next week's episode! You can email them to
TheMarketMoment@mach1fg.com and you can subscribe to our YouTube channel for more videos by clicking this link!
We're on Facebook! https://www.facebook.com/profile.php?id=61557724292379&mibextid=ZbWKwL
Give us a follow on Instagram! https://www.instagram.com/themarketmoment/ www.instagram.com/themarketmoment/
Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures
Tuesday Jul 09, 2024
Tuesday Jul 09, 2024
Welcome to the Market Moment! This week, Matt, John and Lee discuss what's called "the behavior gap" which is the difference between an individual investor and someone who is hired to invest. It turns out, individual investors, those who invest for themselves personally, do worse in their portfolios.
One of the biggest reasons is emotion, and another one is trying to "time the market" which tends to involve late or old information. You can't really time the market!
The guys also discuss the Fed, and Matt poses the question, "what SHOULD the Fed do?"
Remember you can email your comments and questions to us with this email:
Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures
Tuesday Jul 02, 2024
Tuesday Jul 02, 2024
Welcome to The Market Moment podcast! In this episode, Matt, Lee, and Eli discuss the current sentiments surrounding "the market" and portfolios. Sometimes when people say "the market" they're referring to the S&P 500 and not the overall market which includes international, small businesses, and bonds, all things which have not been performing well. While people are claiming "the market" is doing well, what they might really mean is the S&P 500, which is being heavily pulled up by the Magnificent 7, the big tech companies.
Some people wonder if this will lead to a bubble or if it's a concentrated market. People say "the market" is doing well, but many feel as if the economy is in terrible shape. Looking at the typical well-balanced portfolio, some may feel they're underperforming, especially if they're comparing their returns to that of the S&P 500.....
Matt, Lee and Eli ask the question: Does diversification still work? Listen to find out!
Don't forget to leave us a comment by emailing us: TheMarketMoment@mach1fg.com
And join the growing online Market Moment community by subscribing to our YouTube channel!
Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures
Tuesday Jun 25, 2024
Tuesday Jun 25, 2024
Welcome to the Market Moment! This week, Eli and John are diving into Nvidia’s latest stock price movement, economic risks beyond inflation, and some insights from finance Twitter.
Topic #1: Nvidia Stock Fell - Is This a Correction? Nvidia (NVDA) stock dropped as much as 5% on Monday, as investors moved away from the year's hottest AI play. The stock has declined more than 11% from its all-time high of $135.58 last Tuesday, when Nvidia temporarily overtook Microsoft (MSFT) as the most valuable company. Any drop beyond 10% from a recent high is considered correction territory. Bank of America analysts, however, believe this volatility is likely short-lived, reiterating a Buy rating and a $150 price target for Nvidia, calling it a "top pick."
Topic #2: Inflation is Not the Only Risk San Francisco Fed President Mary Daly highlighted on Monday that rising unemployment is becoming an increasing risk. The Federal Reserve must "exhibit care" in its efforts to control inflation. Reducing inflation further will likely require restraining demand, which could result in higher unemployment rates. Daly emphasized the need for the Fed to remain vigilant and open to adjustments.
Topic #3: Insights from Finance Twitter Join us as Eli shares some interesting financial tweets and discussions happening right now.
We appreciate you hanging out with us every Tuesday for the latest market headlines. Stay tuned and stay informed! You can send your comments and questions to our email address at TheMarketMoment@mach1fg.com
Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures
Tuesday Jun 18, 2024
Tuesday Jun 18, 2024
Welcome to an insightful episode of The Market Moment! This week features Hamilton Reiner, a seasoned portfolio manager and head of U.S. Equity Derivatives at J.P. Morgan Asset Management. With over three decades of experience in managing U.S. equities and derivatives, Hamilton has worked with prominent firms such as Barclays Capital, Lehman Brothers, and Deutsche Bank. For the past 15 years, he has been a key figure at J.P. Morgan.
In this episode, Hamilton shares:
* An overview of his role and strategies at J.P. Morgan
* The differences and similarities between HELO and Hedged Equity
* A comparison of HELO to other buffered products
* Insights into the JEPI and JEPQ ETFs, including their features and benefits
* How these portfolios can be utilized within traditional investment strategies
Click here to subscribe so you can join the growing online community.
You can email your questions and comments to us at TheMarketMoment@mach1fg.com
Mach-1 Financial Group, LLC ("Mach-1") is a registered investment adviser located in Rogers, AR. Mach-1 may only transact business in those states in which the firm maintains a notice filing or has qualified for an exemption or exclusion from registration. A copy of Mach-1’s current written disclosure brochure, which discusses among other things, Mach-1’s business practices, services and fees, is available through the SEC website at www.adviserinfo.sec.gov and is also available at www.mach-1financial.com/disclosures
Tuesday Jun 11, 2024
Tuesday Jun 11, 2024
In this episode of the Market Moment, Matt, Lee, and John delve into three critical topics impacting the current financial landscape: Apple’s groundbreaking AI announcement, the fluctuating oil prices, and the looming threat of a major recession.
They start with Apple's unveiling of its generative AI initiative, Apple Intelligence, at the WWDC conference. This new technology will be deeply integrated across Apple's ecosystem, offering unique capabilities distinct from competitors like Microsoft’s Copilot and Google’s Gemini. This significant move has been highly anticipated by Wall Street, marking Apple's entry into the generative AI space. However, it appears Apple's stock hasn't been very affected by this announcement...
Next, the discussion shifts to the recent developments in the oil market. Following an OPEC+ decision to increase production, oil prices have experienced a notable rise. Analysts, including those from Goldman Sachs, predict a significant supply deficit driven by summer fuel demand, which could push Brent crude prices higher. The hosts explore how these dynamics are influencing market sentiment and what investors can expect as the Federal Reserve prepares to release key inflation data and market reports. John notes that high gas and utility prices affect the lower to middle class substantially more and could hit the economy in turn.
Finally, the episode addresses the stark economic forecast presented by economist Harry Dent, who predicts an unprecedented market crash. Drawing parallels to historical bubbles, Dent argues that the current market is inflated due to prolonged artificial stimulus, setting the stage for a massive correction. He predicts dramatic declines for major indices and stocks, emphasizing the need for a market reset to pave the way for future growth. This segment provides listeners with a sobering perspective on potential market trajectories and the implications for long-term investments.
Don't forget to leave us a comment so we can react to it in the next episode! You can send your comments and questions to: TheMarketMoment@mach1fg.com
And click here to join the growing community!
Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/
Tuesday Jun 04, 2024
Tuesday Jun 04, 2024
This week on The Market Moment, Lee, Mee & Eli talked about whether the market is actually broadening or if big tech is still driving all the gains. They also discuss rising concerns of inflation in our country and how the Fed is handling it. Some Americans may feel a recession would be better than inflation. Do you agree or disagree? Lastly, they learned about Gen Z teens entering the labor force.
You can email your questions or comments to TheMarketMoment@mach1fg.com
Eli's references: https://x.com/RyanDetrick/status/1797...
https://x.com/RyanDetrick/status/1797...
https://x.com/RyanDetrick/status/1797...
Check out the YouTube channel for more videos about financial literacy!
Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/
Tuesday May 28, 2024
Tuesday May 28, 2024
This week has been an interesting one here at Mach 1 Financial. Our Memorial Day weekend was dominated with the aftermath of tornadoes that swept through Northwest Arkansas. Our thoughts and prayers are with those in our local communities impacted, and many of our staff has been impacted as well.
As Matt & Lee say in the opening of this episode, if you are in the area needing support and resources, you can reach out. Here's the podcast email: TheMarketMoment@mach1fg.com
On the podcast, Matt, Lee, and new-face Isaac, talk about T-Mobile's new merger, GameStop the meme stock's continued rise, McDonald's new project CosMc, and Nvidia recently announced its stock split and it continues to grow... will it ever stop?
Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/
Tuesday May 21, 2024
Tuesday May 21, 2024
Welcome to The Market Moment! | Episode 203
Hey there, Market Moment community! Welcome back to another episode. Joining you this week are Matt, Lee, and John. They have some intriguing topics lined up for you: the impact of inflation on America's spending habits, the role of bankruptcy as a shield, and the concept of "spaving".
Consumer ETFs Showing the Real Inflation Picture
We're kicking things off with a look at how some ETFs are revealing the true impact of inflation on consumer behavior. The Consumer Discretionary Select Sector SPDR ETF, featuring big names like General Motors, Chipotle, and Deckers, has seen a downturn this year. In contrast, the Consumer Staples Select Sector SPDR ETF, with holdings like Procter & Gamble, Costco, and Walmart, is up more than 8%.
Walmart, the nation's largest retailer, reports that it's attracting more upper-income shoppers, those earning above $100,000. CFO John David Rainey noted that these customers are spending more on essential items and less on discretionary products. Meanwhile, luxury brands like Burberry are facing significant losses, with annual profits down 34% and same-store sales dropping by 1%.
Spaving
Have you heard of "spaving"—spending more to save? This old concept, now rebranded, is prevalent in grocery stores, retailers, and even online gambling. Financial expert Bryan Kuderna explains that spaving encourages consumers to buy more than necessary to feel like they're getting a deal. Common tactics include "buy one get one free" offers, in-store cash for future purchases, freebies, and store credit cards. The key takeaway: avoid buying under pressure to steer clear of these marketing traps.
Is Bankruptcy a Shield?
We explore whether corporate defendants can use federal bankruptcy to shield themselves from legal trouble. The Supreme Court is set to consider this issue, particularly in the case involving Purdue Pharma and the Sackler family. The question at hand is whether the Sacklers can use bankruptcy to protect their personal fortunes from opioid-related liabilities. Justices are debating whether bankruptcy laws were intended to prevent personal injury victims from suing third parties not directly involved in bankruptcy proceedings.
Comment Time!
This week's comment comes from our YouTube channel, where Eli discussed whether young people can buy houses. @camleborgne6121 shared his experience, saying, "I welded in New England. Everybody I knew that was my age (23) + maybe 5 years was renting. I don't know a single person from back home that owns a home. Just recently moved to South Carolina, I'm still a welder and every co-worker I've met so far that's my age or a few years older, owns a home. Was a pretty big wake-up call for me."
We'd love to hear your thoughts! Leave us a comment, and if you're an audio-only listener, submit your questions and comments to TheMarketMoment@mach1fg.com
Thanks for joining us this week. And if you want to see our lovely faces or watch our other videos, check out The Market Moment YouTube channel.
See you next Tuesday for the latest market headlines!
Tuesday May 14, 2024
Tuesday May 14, 2024
In this week's episode of The Market Moment, hosts Matt, Lee, and Eli delve into the latest market trends and thought-provoking discussions. Kicking off the episode, they explore the resurgence of meme stocks, with GameStop (GME) soaring by an impressive 110%. The recent online activity of "Roaring Kitty," previously known as Keith Gill, has sparked renewed interest in meme stocks, prompting questions about their sustainability and impact on market volatility.
Next, the hosts tackle a viral TedX talk by Scott Galloway titled "How the US is Destroying Young People’s Futures." With nearly 4 million views and over 18,000 comments, Galloway's presentation has ignited a widespread conversation about generational wealth disparities and the challenges faced by today's youth. From income inequalities to housing affordability and the influence of social media on mental health, Galloway paints a stark picture of the realities confronting young Americans.
Finally, the hosts engage with insightful comments from their Instagram community regarding last week's discussion on the minimum wage. From questioning the role of minimum wage jobs to debating the implications of wage increases, the comments highlight diverse perspectives on this contentious issue.
Listeners are encouraged to join the conversation and share their thoughts on these pressing topics. You can email your thoughts or questions at TheMarketMoment@mach1fg.com
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Link to the referenced video: • How the US Is Destroying Young People...
Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/
Tuesday May 07, 2024
Tuesday May 07, 2024
Welcome to our latest podcast episode! In today's discussion, John and Lee delve into the market's trending headlines: stocks, Robinhood and the SEC, and fast food's outrageous price increases.
First, they analyze the recent surge in stocks fueled by hopes of a Federal Reserve rate cut. With the S&P 500 and Nasdaq Composite making notable gains, we explore the market dynamics driving investor sentiment, including projections of multiple rate cuts by year-end.
Additionally, they spotlight corporate updates from Disney and Apple, shedding light on their performance amid market fluctuations. John and Lee examine Robinhood's potential encounter with SEC enforcement actions over its crypto operations. Delving into the regulatory challenges facing the trading firm, we reflect on the implications for both Robinhood and the broader landscape of accessible investment platforms. They also weigh the benefits and risks associated with democratized investing avenues.
Finally, they look at the evolving landscape of fast-food pricing. Exploring the significant price hikes in limited-service meals compared to inflation rates, they dissect the underlying factors driving this trend, from minimum wage increases to shifting consumer behaviors. Fast-food isn't exactly cheap anymore and it may drive people away from the drive-thru.
Thank you for joining us on this exploration of today's financial headlines! Remember you can submit comments and questions via email here TheMarketMoment@mach1fg.com
Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/
Tuesday Apr 30, 2024
Tuesday Apr 30, 2024
Welcome to the Market Moment! This week, Matt, Lee, and Eli are looking at Tesla's recent stock rise, the growing stagnation concerns for the economy, and the guys give tax advice as Trump's deductions may go away after 2025.
Tesla's stock experienced a significant boost following CEO Elon Musk's visit to China, surging over 16% as the company achieved a milestone in rolling out its advanced driver-assistance technology in the country. This surge was fueled by the removal of restrictions on Tesla's cars by local Chinese authorities, indicating progress in meeting the country's data security requirements. With expectations rising for the availability of Tesla's Full Self-Driving software in China, the world's largest market for electric vehicles, a reported deal with Baidu further enhances prospects by providing access to mapping and navigation technology.
Wall Street is increasingly apprehensive about a potential return to 1970s-style stagflation in the U.S. economy, fueled by stubbornly high inflation and signs of economic cooling. This sentiment follows a report indicating slower-than-expected growth and accelerating core inflation, reminiscent of the economic challenges faced in past decades. Stagflation fears had previously peaked in 2022, prompting the Federal Reserve to hike interest rates, though these concerns subsided as inflation pressures eased without significantly impacting economic growth. However, rising interest rates are now contributing to increased borrowing costs, impacting various sectors from mortgages to credit cards.
Matt, Lee, and Eli also dive into tax preparation strategies, including considerations such as tax brackets, deductions, and the option to roll over IRAs into Roths. As tax season approaches, understanding these aspects of tax planning becomes crucial for individuals and businesses alike. By providing insights into these topics, the podcast aims to equip listeners with the knowledge needed to navigate the complexities of tax obligations and optimize financial strategies for the future.
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And if you'd like to send us a question or comment (to avoid a dad joke next week) send them here: TheMarketMoment@mach1fg.com
Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/