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Perspectives

March Monthly Market Commentary

by Fortem Financial March 8, 2018

February has kept investors on their toes.  Just before the month began, Amazon, Berkshire Hathaway, and JP Morgan Chase announced their entrance into the Healthcare Market.  The S&P 500 Healthcare Sector traded down 12% after the news broke.  In February, the VIX (volatility measurement) climbed 176% and then fell off sharply to end the month at a more normal level.  The S&P 500, Dow Jones, and Nasdaq were all down more than 8% for the month by February 8th, but ended the month down… View More

Volatility is back and Current events and News now Matter again

by Fortem Financial March 6, 2018

For the last few years we have been lulled into a false sense of security that no matter what happened in the world, the Market would continue to go straight up. All you needed to do is look at the VIX Index over the last few years to confirm my comments.  VIX is the ticker symbol for the Chicago Board Options Exchange (CBOE) Volatility Index, which shows the market's expectation of 30-day volatility. It is constructed using the implied volatilities of a wide range of S&P 500 index options… View More

Markets are settling down. We feel the trend will ultimately resume higher.

by Fortem Financial February 26, 2018

While we are unsure of what the next few weeks look like for the stock market as we work through putting in a tradeable low, we feel confident that when the fog clears, the trend will ultimately resume higher. The average S&P 500 decline in midterm election years is 18%. Midterm election sell-offs have proven to be great buying opportunities with stocks up an average of 36% one year later. We are very bullish on the economy, moderately bullish on equities (the economy could outperform the … View More

Economy is good and the tax plan is just kicking in

by Fortem Financial February 20, 2018

Markets rebounded Last week on positive economic data and stable interest rates.  The CBOE Volatility Index (VIX) fell 33% as a sense of calm followed the recent selloff in stocks.  Already, the 10% market correction has been cut in half; the S&P 500? Index ended the week down just 4.9% from its January 26 high.  The recent pullback was exacerbated by strategies betting on low volatility; the 250% spike in the VIX triggered trading algorithms to unload stocks.  That selling pressure app… View More

THIS IS JUST A CORRECTION

by Fortem Financial February 12, 2018

Markets recovered somewhat on Friday after a significant selloff last week as all of the major indices briefly entered correction territory (i.e., declines of 10% or more from their most recent highs).   Last year US stock markets experienced the least volatile year on record, hitting new highs seemingly every day. Then came the tax reform bill to end 2017, and a huge January with the S&P 500 rising 5.6%. Investors, especially individuals who finally became convinced that the rally would… View More

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