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Perspectives

Today's Selloff

by Fortem Financial February 5, 2018

We know the question many are asking is "Are we at the end of the bull market yet."  We don't think so, and wanted to share some facts to support that statement: The Atlanta Fed is now projecting real GDP growth at a 5.4% annual rate in the first quarter, which would be thefastest growth for any quarter since 2003. We think that's on the optimistic side and expect growth at more like a 4.0% annual rate, but, either way, the economy is showing signs of an overdue acceleration and we are now p… View More

Portfolio Holdings Update

by Fortem Financial January 31, 2018

Amazon, Berkshire Hathaway, and JPMorgan Chase, three of America?s largest companies, announced plans today to start a separate, non-profit company with the goal of improving health care for their U.S. employees. Warren Buffett said in a statement that the three companies do "not come to this problem with answers. But we also do not accept it as inevitable.? This announcement, albeit with vague details, caused shares of companies across the health care industry, from health insurers, to distribu… View More

Strong earnings and economic data made the markets head North again last week

by Fortem Financial January 30, 2018

The market rally continued last week with the end of the government shutdown on Monday and as strong corporate earnings and economic data recharged bullish sentiment.  All of the major indices closed at record highs; yet, investors continued to favor large cap stocks over smaller company shares.  Treasury yields stabilized after rising by roughly 0.25% year-to-date.  One might describe these conditions as a ?Goldilocks? environment: the rate of economic growth is sufficient to support risi… View More

Government Shut Down averted for the time being, Earnings and Tax Plan are driving the economy and financial markets

by Fortem Financial January 23, 2018

Stocks rose during a volatile week last week as concerns over a potential government shutdown and rising interest rates weighed on investor sentiment.  Investors have temporarily retreated from riskier areas of the market: sectors that had been performing well over the past few weeks, such as Energy and Industrials, lagged while Consumer Staples (including food, beverages, and household products), Health Care, and Technology outperformed.  Also, large cap stocks outpaced small caps.  The gov… View More

Markets were closed yesterday for MLK Day but they are off to the races again today

by Fortem Financial January 16, 2018

Markets continued their strong start to the New Year with another 500+ point advance in the Dow Jones Industrial Average last week breaking through DOW 26k today.  Improving fundamentals for the global economy, and corporations, are buoying investor confidence; weekly inflows into global equity markets hit a six-month high.  Small cap value stocks outpaced large cap growth stocks; the market?s preference for small caps indicates that investors are starting to look for returns outside of popu… View More

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