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Fortem Financial Fortem Financial is an independent, fiduciary wealth management firm with a dedicated team of investment experts that put your interests first.

Headlines say doom. The data says otherwise.8 straight weeks of gains. GDP tracking near 3.0%. Earnings up 27% Y/Y. Jobl...
05/27/2026

Headlines say doom. The data says otherwise.

8 straight weeks of gains. GDP tracking near 3.0%. Earnings up 27% Y/Y. Jobless claims falling.

When the noise and the numbers disagree, we follow the numbers.

đź”— Explore our full weekly analysis: https://www.fortemfin.com/perspectives/not-so-bad-the-data-keeps-looking-through-the-drama/

Markets post 8th straight weekly gain as GDP, jobs & earnings defy the doom-and-gloom narrative. Data over drama -- here's our weekly view.

The Fed’s century-long track record carries both triumphs and costly errors - from the Great Depression to the Great Fin...
05/19/2026

The Fed’s century-long track record carries both triumphs and costly errors - from the Great Depression to the Great Financial Crisis. Its massive QE programs have fueled inflation, inequality, and political entanglement, often eroding public trust.

đź”— Explore our analysis on why we believe new leadership is essential to restore monetary discipline and confidence: https://bit.ly/3RO7rOe

Can the Federal Reserve restore public confidence? We analyze how decades of QE and monetary policy shaped today's economic climate and what comes next.

1Q Earnings Growth Surges - But Will It Last?đź”— Read the full analysis and 2026-2027 market outlook now: https://www.fort...
05/05/2026

1Q Earnings Growth Surges - But Will It Last?

đź”— Read the full analysis and 2026-2027 market outlook now: https://www.fortemfin.com/perspectives/1q-growth-estimates-almost-double-initial-expectations/

With 60% of S&P 500 companies now reported, earnings growth estimates have climbed to 27.8%, nearly twice the 14.4% forecast at the start of the quarter. This is the sixth straight quarter of double digit growth, but there are early signs we may be approaching "as good as it gets" territory.

S&P 500 1Q earnings growth hits 27.8%, nearly double forecasts. Broad strength signals a robust 2026 outlook.

Look past the debt headlines.👉 Read our latest analysis on what modest spending restraint could mean for deficits, polic...
04/28/2026

Look past the debt headlines.

👉 Read our latest analysis on what modest spending restraint could mean for deficits, policy, and markets: https://www.fortemfin.com/perspectives/modest-government-spending-shrinkage/

Federal outlays have barely moved while revenue has risen, helping narrow the deficit from recent highs. Still, with debt at $39T, lasting progress will require Congress to lock in fiscal discipline.

Federal spending has flattened and deficits have eased, but America's $39T debt remains a fiscal challenge requiring lasting reform. Learn more.

Tech Fell, Earnings Rose - Now It’s About the Multiple➡️ Read why it's undervalued: https://www.fortemfin.com/perspectiv...
04/21/2026

Tech Fell, Earnings Rose - Now It’s About the Multiple

➡️ Read why it's undervalued: https://www.fortemfin.com/perspectives/tech-not-the-earnings-but-the-multiple/

Tech’s NTM earnings expectations are up 18% even after a -9.1% Q1 return, and its 23.2x multiple now sits below Industrials and Consumer Discretionary. We unpack whether AI fears and inflation risk are masking a potential valuation opportunity.

Tech multiples at 23.2x signal value despite Q1 dips - earnings up 18%. AI productivity boom vs. inflation: why sector looks cheap now. Insights inside.

Common Man CPI rose on the Iran energy shock. But the real story is how much better it was than expected.Read our full a...
04/14/2026

Common Man CPI rose on the Iran energy shock. But the real story is how much better it was than expected.

Read our full analysis: https://www.fortemfin.com/perspectives/common-man-cpi-hotter-on-energy-shock-but-not-nearly-as-bad-as-expected/

Unlike the theoretical official CPI basket, Common Man CPI only measures the goods and services that households have no choice but to purchase. It increased in March, but came in materially lower than the headline CPI figure that dominated market headlines this week.

Common Man CPI rises on energy shock - but less than feared. How wage growth vs. inflation impacts consumers amid U.S.-Iran tensions. Key insights.

Election-Year Forecast: A Divided Congress Could Reshape 2027 Policyđź”— Read our full analysis: https://www.fortemfin.com/...
04/07/2026

Election-Year Forecast: A Divided Congress Could Reshape 2027 Policy

đź”— Read our full analysis: https://www.fortemfin.com/perspectives/election-year-forecast-a-divided-congress/

Based on current polling and historical midterm patterns, Democrats have a clear path to retake the House, while the GOP looks positioned to keep the Senate - potentially leaving Congress split. That shift could force more bipartisan dealmaking (and set up legal battles over presidential spending power) starting in January 2027.

2026 midterm forecast: Democrats poised to flip House, GOP holds Senate for divided Congress. Bipartisan gridlock & Trump impoundment battles ahead.

Stocks hit fresh lows as uncertainty around Iran, higher Treasury yields, and sustained commodity pressures push volatil...
03/31/2026

Stocks hit fresh lows as uncertainty around Iran, higher Treasury yields, and sustained commodity pressures push volatility higher - while a few “positive pillars” keep the bull case alive.

đź”— Explore the full market recap: https://www.fortemfin.com/perspectives/new-hope-in-the-continued-bumpy-ride-of-war/

Markets slide for a 5th week as Iran tensions, rising yields, and oil shocks reshape inflation, rates, and sector leadership - our key takeaways.

U.S. Power Demand Reawakens: What It Means for Investors đź’ˇLearn more: https://www.fortemfin.com/perspectives/power-deman...
03/24/2026

U.S. Power Demand Reawakens: What It Means for Investors đź’ˇ

Learn more: https://www.fortemfin.com/perspectives/power-demand-is-reaccelerating/

Driven by massive shifts in AI, electrification, and reshoring, U.S. electricity demand could more than double by 2050 - demanding major infrastructure investment.

U.S. power demand set to double by 2050 due to AI, electrification & reshoring. Explore investment implications across grid, storage & generation.

Beyond the Fed: Could the Iran War Trigger the Next Recession?Read our full analysis: https://www.fortemfin.com/perspect...
03/17/2026

Beyond the Fed: Could the Iran War Trigger the Next Recession?

Read our full analysis: https://www.fortemfin.com/perspectives/war-oil-and-recession/

Unlike past downturns driven by tight money, the Iran conflict poses a supply-side risk via oil prices. Explore how the US economy's resilience as a net exporter mitigates impact and why the Fed must stand pat to avoid fueling true inflation.

Could the Iran War spark a recession? Analyze oil price risks, US resilience as a net exporter, and why the Fed must avoid easing policy amid supply shocks.

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