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Perspectives

August 2017

Post 1 to 5 of 5

Finally some signs of life in small and mid-cap stocks on seasonal low trading volume…

by Fortem Financial August 28, 2017

Last week, a broad market rally led by small cap stocks followed the previous week’s selloff.  The Russell 2000® Index rose 1.45% while the other major indices also gained (the Dow Jones Industrial Average rose 0.64%; S&P 500® Index rose 0.72% and the NASDAQ gained 0.79%).  As expected, trading volumes remained low.  The annual conference of central bankers in Jackson Hole garnered attention although the meeting did not reveal any notable changes in Fed monetary policy. Chair Yellen s… View More

Seasonality remains a headwind for stocks in the near-term as we head into a traditionally volatile time for markets…

by Fortem Financial August 21, 2017

Markets declined modestly in relatively light trading last week as political events continued to dominate headlines. Conservative areas of the market, including large cap stocks and Utility companies, outperformed while riskier areas of the market like small caps lagged. So far in the third quarter, the Russell 2000® Index of small companies (-3.9%) has significantly underperformed the large-cap dominated S&P 500® Index (+0.6%). Energy stocks also underperformed despite last week’s decli… View More

“What could possibly go wrong?”

by Fortem Financial August 14, 2017

With unemployment below 5%, the stock market near record highs, inflation contained, and the possibility of pro-business policy changes, what could go wrong in the U.S. economy? Realistically, quite a few things. Besides the more obvious issues of war with North Korea, tensions with Russia, terrorist attacks from ISIS, the ongoing probe of President Trump and the potential that Trump may not be successful with his agenda for economic growth, there are other less reported on issues in the backgro… View More

Finally a pickup in volatility…shows the markets have feelings…

by Fortem Financial August 14, 2017

While last Thursday marked one of the first notable drawdowns in a several months, the S&P is barely off -2% from recent highs. With 45% of issues above their 50-day moving average, it’s also too soon to say market momentum is washed out, particularly given the overhang of the weaker seasonal period and the recent pick-up in the new low data. August 2017 doesn’t share much in common with August 2015 when the market was struggling to get back to breakeven for the year. Looking forward, it… View More

Markets at all-time high and investors are anxious……believe it or not, that is a good thing!

by Fortem Financial August 7, 2017

While we are mindful of the seasonal weakness that is typical this time of year and know that low volatility is making investors anxious, I wouldn't want to be on the wrong side of this trade. The trend of the market is still positive and I'd much rather be long. Pullbacks are generally buyable when the credit environment is as well contained as it is today. The leadership reversal we've witnessed over the last few weeks is risk seeking which is another supportive sign. Source: Pacific Global I… View More

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