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Perspectives

Elections are behind us (almost) ...

by Fortem Financial November 12, 2018

Phew! Now that mid-terms are behind us (well, almost behind us with results still pending in Florida and Arizona), we can start focusing on the Presidential election for 2020! We're kidding, of course. Sort of... With this week's record-setting turnout and enthusiasm, atypical of mid-term election years, both Republicans and Democrats can each claim victory. We would remind you, split governments bode well for equity markets on average, and the S&P 500 has not declined in the 12 months foll… View More

Markets end a four week sell off

by Fortem Financial November 5, 2018

The major indices rose last week despite declines on Friday.  Investment sentiment improved as the Russell 2000® Index led all the major indices (+4.33%) followed by the Nasdaq (+2.65%), S&P 500® Index (+2.42%) and the Dow Jones Industrial Average (+2.36%).  Several factors, including strong corporate earnings and job gains, influenced the upturn.  Disappointing earnings reports tended to be company-specific; for example, Apple reported better-than-expected earnings even though iPhone s… View More

Our Current Thoughts on the Market

by Fortem Financial October 30, 2018

We all have noticed the pickup in market volatility; one could compare it to a game of Dodge Ball.  One day the market is up and looks like all is well and the next you have to dodge, duck, dip, dive and dodge again. One of the analysts/portfolio managers we follow is Bob Doll, Senior Portfolio Manager and Chief Equity Strategist at Nuveen asset management.  We have followed Bob for more than a decade, and his insights to the markets have been very valuable to us and our clients in the past. … View More

Markets are digesting earnings and economic news and volatility is still at hand

by Fortem Financial October 29, 2018

With market volatility like we saw last week, we know everyone is wondering if this is the beginning of a prolonged sell off or even an economic recession. Here are a few key observations we see that lead us to believe this is a pause, and that the stock market is likely to reach higher market highs in the near future. A few bullish points you may find interesting While the cost of credit is getting more expensive, the supply of credit is plentiful and demand is robust. Bear markets typically … View More

Commentary on Today's Sell Off

by Fortem Financial October 24, 2018

After a big reversal from yesterday’s down opening, stocks recovered quite nicely to close modestly lower.   "Stocks ended sharply lower today, as losses accelerated into the close and put both the Dow and the S&P 500 into the red for the year, and the Nasdaq into correction territory. Upbeat results from Boeing Co. were credited with briefly pushing the Dow higher in early morning trading, before investors took an increasingly defensive stance, fleeing for the relative safety of utilit… View More

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