FMD Capital Management

Video and Seminars

VIDEO: Closed-End Fund Market Update – Running Hot

Written by David Fabian, February 09th, 2017

This month’s video takes an in-depth look at the closed-end fund marketplace.  Charts include both diversified CEF indexes and single fund names.  Overall the trend remains solid, however we are starting to see stretched premiums and tight discounts across the entire spectrum.  Risk is high and caution should be warranted at this stage of the cycle.  Video recorded after the market close on February 8, 2017.

A log of our previous videos are posted here.

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VIDEO: Churning and Burning – October 2016

Written by David Fabian, October 25th, 2016

The churning in the stock market has created little net gain in the major domestic indices over the last four months.  In this video, I look at areas of the market that are showing strong momentum, alongside those that should be viewed with caution.  Charts include: large cap stocks, technology stocks, U.S. dollar index, emerging markets, interest rates, and municipal bonds.  Recorded on October 25, 2016.

A log of our previous videos are posted here.

Join our weekly blog roundup of the latest ETF and CEF articles, along with timely market analysis.  Subscribe here.

VIDEO: Is This The Top?

Written by David Fabian, September 21st, 2016

Despite a slow start to the month, the major domestic indices have recovered in kind and now sit in the middle of their consolidation range.  In this video, I look at areas of the market that are showing a high degree of strength and those that are appearing weaker.  Observations of risk and reward are noted throughout.  Charts include: large cap stocks, small cap stocks, biotech, REITs, interest rates, and more.  Recorded on September 21, 2016.

A log of our previous videos are posted here.

Join our weekly blog roundup of the latest ETF and CEF articles, along with timely market analysis.  Subscribe here.

VIDEO: August 2016 Structural Opportunities

Written by David Fabian, August 11th, 2016

The structural bull market is still intact for large-cap U.S. stocks as several benchmarks hit new all-time highs.  In this video, I look at areas of the market that are showing a high degree of momentum and also sluggish price action.  Observations of risk and reward are noted throughout.  Charts include: large cap stocks, international stocks, defensive indexes, emerging market bonds, interest rates, and more.  Recorded on August 11, 2016.

A log of our previous videos are posted here.

Join our weekly blog roundup of the latest ETF and CEF articles, along with timely market analysis.  Subscribe here.

AUDIO: Sensible Investment Strategies To Strengthen Your Portfolio

Written by David Fabian, July 26th, 2016

The stock and bond markets have kept many investors on their toes through the first half of 2016.  The tenor has been characterized by an extreme reach for yield and safety driven by falling interest rates.

In our opinion, this represents an important opportunity to evaluate how you are positioned with respect to key risks and opportunities.  Now is not the time to get complacent or to be chasing performance in stretched assets with diminished expectations for future returns. Read more