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Our May 2026 update of the Marketimer and Brinker Fixed Income Advisor Model Portfolios is now available to subscribers -->
brinkeradvisor.com/p/model-portfo…
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Bob Brinker
304 posts
$VMSXX municipal money market fund currently has a tax-equivalent yield of 5.54% at the top federal income tax bracket. Not that anyone wants to own cash anymore.
rates.brinkeradvisor.com
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Our April 2026 update of the Marketimer and Brinker Fixed Income Advisor Model Portfolios is now available to subscribers -->
brinkeradvisor.com/p/model-portfo…
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We've created a new section on our BrinkerAdvisor.com website that makes it extremely easy to build and manage your CD ladder.
rates.brinkeradvisor.com
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Our March 2026 update of the Marketimer and Brinker Fixed Income Advisor Model Portfolios is now available to subscribers -->
brinkeradvisor.com/p/model-portfo…
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Our February 2026 update of the Marketimer and Brinker Fixed Income Advisor Model Portfolios is now available to subscribers -->
brinkeradvisor.com/p/model-portfo…
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Our January 2026 update of the Marketimer and Brinker Fixed Income Advisor Model Portfolios is now available to subscribers -->
brinkeradvisor.com/p/model-portfo…
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Our December 2025 update of the Marketimer and Brinker Fixed Income Advisor Model Portfolios is now available to subscribers -->
brinkeradvisor.com/p/model-portfo…
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Our November 2025 update of the Marketimer and Brinker Fixed Income Advisor Model Portfolios is now available to subscribers -->
brinkeradvisor.com/p/model-portfo…
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Our October 2025 update of the Marketimer and Brinker Fixed Income Advisor Model Portfolios is now available to subscribers -->
brinkeradvisor.com/p/model-portfo…
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CBOE total put/call ratio has closed the daily session over 1.0 just once since late April, more than four months ago!
These one-sided streaks have ended with double digit drawdowns, historically.
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Our September 2025 update of the Marketimer and Brinker Fixed Income Advisor Model Portfolios is now available to subscribers -->
brinkeradvisor.com/p/model-portfo…
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According to Claude, this has never happened before. Interesting times!
Nick Timiraos@NickTimiraos
Trump says he is removing Fed Governor Lisa Cook from her position in a post on his social media account
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$VTI Vanguard Total Stock Market Fund was $300 in Dec 2024. $305 today.
Underperforming cash over those 8 months.
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Our August 2025 update of the Marketimer and Brinker Fixed Income Advisor Model Portfolios is now available to subscribers -->
“You make most of your money in a bear market, you just don’t realize it at the time.”
-Shelby Davis
brinkeradvisor.com/p/model-portfo…
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Better image of the same question/answer driving monetary policy decisions:
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A very simple inflation question for JPow:
Q. Is the blue line (core-PCE) still decelerating toward our 2% target?
A. Nope.
Nick Timiraos@NickTimiraos
June core PCE was +0.26%, and the 12-month change was 2.8% ⬆️Revisions: May core PCE was revised to +0.21% from +0.18% (1-month change) and 2.8% from 2.7% (12-month change) April core PCE was revised to 0.18% from 0.12% (1-month change) and 2.6% from 2.5% (12-month change)
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