Our March 2026 update of the Marketimer and Brinker Fixed Income Advisor Model Portfolios is now available to subscribers -->
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Our February 2026 update of the Marketimer and Brinker Fixed Income Advisor Model Portfolios is now available to subscribers -->
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Our January 2026 update of the Marketimer and Brinker Fixed Income Advisor Model Portfolios is now available to subscribers -->
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Our December 2025 update of the Marketimer and Brinker Fixed Income Advisor Model Portfolios is now available to subscribers -->
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Our September 2025 update of the Marketimer and Brinker Fixed Income Advisor Model Portfolios is now available to subscribers -->
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Our August 2025 update of the Marketimer and Brinker Fixed Income Advisor Model Portfolios is now available to subscribers -->
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“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 -->
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"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 -->
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“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 published here
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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...
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...
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.
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
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
