50. SMU: NVDA Earnings, Market Participation & Fed Expectations
Market MakeHer Podcast
Equal-Weight S&P vs Market-Cap Signals
Jess Inskip compares equal-weight S&P performance to market-cap S&P to show broader participation.
Stock Market Update (SMU)
Let's discuss and demystify the recent volatility in the stock market, NVDA earnings, Jackson Hole highlights including rate cuts, and the dreaded "R" word (recession). š®
"If the Mag 7 is coming down, and the other 493 are participating, that is a recipe for sideways action."
~Jess Inskip
Who Are The Magnificent 7?
ā Alphabetā (GOOGL; GOOG), ā Amazonā (AMZN), ā Appleā (AAPL), ā Meta Platformsā (META), ā Microsoftā (MSFT), ā NVIDIAā (NVDA), and ā Teslaā (TSLA)
NVDA is the Taylor Swift of the Stock Market š¤”
Nvidia surpassed earnings, but saw its stock price decline 6.5% today. There's a supply issue, not a demand issue here. And just like there was a let-down for Swifties when Taylor didn't announce Reputation TV, just like Nvidia didn't meet expectations of the market and there was a let-down. But we're still betting on Taylor Swift, so take that correlation how you will (not advice). š
The Broadening: Group Participation in the Class Project
Earnings growth is now happening in the other 493 stocks of the S&P 500, indicating a broadening of the market. Check out our episode: What Is Market Breadth (ā Ep. 45ā ).
Fed (Papa) Powell Finally Gonna Cut Rates š
The recent Jackson Hole meeting indicated that a rate cut is likely, with Fed Chair Jerome Powell focusing on the labor market and the need to avoid further pain. We would be shocked if there isn't a rate cut in September (0.50% is what's being anticipated). And remember, this de-inverts the
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About Us šš
Market MakeHer is an investing education podcast taught by a 15-year finance expert to her friend, a beginner investor. Our mission is to demystify the stock market and make financial literacy accessible to all self-directed investors! We teach complex investing topics in a different way - from "Her" perspective.
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Investing involves risk. There is always potential to lose money when investing in securities. Market MakeHer LLC provides educational content and resources for informational purposes only. We are not registered financial advisors & do not provide personalized investment advice. Consult with a licensed financial advisor before making investment decisions.
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