It’s Going to Be a Really Big Week for Investors

By Tim Fortier | July 26, 2022

On Wednesday, there is the FOMC meeting and announcement on interest rates. The market is currently showing a 75.1% probability that the Fed will increase rates by 75 bps. With inflation running at or above 10% and the Fed mandate to get inflation down to 2%, I am not sure that a mere 75 basis…

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‘Tis the Season – Earnings Season

By Tim Fortier | July 15, 2022

This week marks the kickoff to earnings season – that magical time of the year when a large number of public companies release their quarterly earnings reports. This season in particular is going to be a nail-biter as we’ll learn what the impact is of rising inflation, rising interest rates, and a strong dollar on…

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The Death of 60/40: Starting Valuations Matter… A Lot (Part II)

By Tim Fortier | January 28, 2022

Welcome to week four of the series The Death of 60/40. Today, we’ll continue to explore stock market valuations and what they portend.  John Bogle, the late, legendary founder of Vanguard Funds used a simple formula to determine future market returns: Future Market Returns = Dividend Yield + Earnings Growth +/- Change in P/E ratio.  …

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