Bob Brinker

Our August 2025 update of the Marketimer and Brinker Fixed Income Advisor Model Portfolios is now available to subscribers -->

www.brinkeradvisor.com/p/model-port...

“You make most of your money in a bear market, you just don’t realize it at the time.” -Shelby Davis

Our June 2025 update of the Marketimer and Brinker Fixed Income Advisor Model Portfolios is now available to subscribers -->

www.brinkeradvisor.com/p/model-port...

"There is a time to go long, a time to go short, and a time to go fishing." - Jesse Livermore

Our May 2025 update of the Marketimer and Brinker Fixed Income Advisor Model Portfolios is now available to subscribers -->

www.brinkeradvisor.com/p/model-port...

“It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so.” -Mark Twain

Obliteration Day.

One for the history books.

“Capital goes where it is welcome and stays where it is well treated.”

-Walter Wriston

Special Subscriber Message April 6, 2025 | S&P 500: 5074.08

Special Subscriber Message published here

www.brinkeradvisor.com/p/special-su...

In your lifetime, you won't live through too many of these types of weeks in the market.

But you will remember them your whole life.

Our April 2025 update of the Marketimer and Brinker Fixed Income Advisor Model Portfolios is now available to subscribers -->

www.brinkeradvisor.com/p/model-port...

Our March 2025 update of the Marketimer and Brinker Fixed Income Advisor Model Portfolios is now available to subscribers -->

www.brinkeradvisor.com/p/model-port...

Model Portfolios | February Update S&P 500 6040.53 :: 10-Year UST Yield 4.55% :: February 1, 2025

Our February 2025 update of the Marketimer and Brinker Fixed Income Advisor Model Portfolios is now available to subscribers -->

www.brinkeradvisor.com/p/model-port...

Our latest UST/CD rates update

www.brinkeradvisor.com/p/treasuries...

2025 minimum wage increased by State per NPR

www.npr.org/2025/01/01/n...

Model Portfolios | January Update S&P 500 5881.63 :: 10-Year UST Yield 4.57% :: January 1, 2025

Our January 2025 update of the Marketimer and Brinker Fixed Income Advisor Model Portfolios is now available to subscribers -->

www.brinkeradvisor.com/p/model-port...

This one is an important read.

Leading Economic Indicators The Leading Economic Index increased 0.3% in November, the first LEI increase since February 2022.

FOMC and LEI Update…

www.brinkeradvisor.com/p/lei-and-fo...

Treasuries, CD Rates, and Muni Auctions Despite ongoing Fed rate cuts, earning 4% to 5% in cash and CDs remains possible.

Here is our latest update on rates and auctions … free for everyone

www.brinkeradvisor.com/p/treasuries...

The euphoria stage is the most difficult and the most fun within market cycles.

You don’t want to miss it and you don’t want to be there at the end.

It’s the part of the cycle you talk about the rest of your life.

$SPX $QQQ

Model Portfolios | December Update S&P 500 6032.38 10-Year UST Yield 4.17% :: December 1, 2024

Our December 2024 update of the Marketimer and Brinker Fixed Income Advisor Model Portfolios is now available to subscribers -->

open.substack.com/pub/brinker/...

Remember, if your $SPX target for year-end 2025 is less than 6275 ... you would be better off in cash.

At the very least, rebalancing following a few years of outsized 20%+ gains is likely a good idea. Especially for older investors.

The question older, less risk-tolerant investors are asking themselves is *not*:
Will SPX go up next year?

The question is:
How much *more* than 4.5% (risk-free money market rate) will SPX go up and do I want to assume the downside risk to have a chance to capture those additional gains?

my 2c

perfect thx

thank you Ed.

now ... how did you get the cool handle to work ?

I thought we produced 13 million barrels per day of oil ... does he want to increase it another 3 million?

And surprisingly again this week

Muni money market yields remain quite attractive on a tax-equivalent basis. Over 5% in top two federal income tax brackets.

$VMSXX versus $VMFXX

II bulls back over 60%

Is this thing on?

send me your best of the best FintTwit follow por favor.

Leading Economic Indicators The Leading Economic Index declined in October.

A light week of econ data ... here is today's LEI update.

www.brinkeradvisor.com/p/leading-ec...

FOMC Meeting & Leading Economic Indicators There is no change to the federal funds target rate. The LEI declined for the seventeenth consecutive month.

New free post on this week's FOMC meeting + LEI

www.brinkeradvisor.com/p/fomc-meeti...

Model Portfolios :: August Update S&P 500 4588.96 :: 10-Year UST Yield 3.96% :: July 31, 2023

Marketimer + Brinker Fixed Income Advisor :: Model Portfolios :: August Update

https://www.brinkeradvisor.com/p/model-portfolios-august-update