Bob Brinker

Investor.

[Bob Brinker @BobBrinker]

Our June 2026 update of the Marketimer and Brinker Fixed Income Advisor Model Portfolios is now available to subscribers -->

https://t.co/pNvS7QQkXR

[Bob Brinker @BobBrinker]

Our May 2026 update of the Marketimer and Brinker Fixed Income Advisor Model Portfolios is now available to subscribers -->

https://t.co/yn6RmiX7Ps

[Bob Brinker @BobBrinker]

$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.

https://t.co/L6otg7P0Kt

[Bob Brinker @BobBrinker]

Our April 2026 update of the Marketimer and Brinker Fixed Income Advisor Model Portfolios is now available to subscribers -->

https://t.co/ewHjbudSGQ

[Bob Brinker @BobBrinker]

We've created a new section on our https://t.co/TZ43ispByQ website that makes it extremely easy to build and manage your CD ladder.

https://t.co/P9vcqRSt4Y

[Bob Brinker @BobBrinker]

Our March 2026 update of the Marketimer and Brinker Fixed Income Advisor Model Portfolios is now available to subscribers -->

https://t.co/iOxHbB7eOL

[Bob Brinker @BobBrinker]

Our February 2026 update of the Marketimer and Brinker Fixed Income Advisor Model Portfolios is now available to subscribers -->

https://t.co/ZIYxPNyEZc

[Bob Brinker @BobBrinker]

Our January 2026 update of the Marketimer and Brinker Fixed Income Advisor Model Portfolios is now available to subscribers -->

https://t.co/MDxI3pfbKo

[Bob Brinker @BobBrinker]

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

https://t.co/a8oRwSAXaZ

[Bob Brinker @BobBrinker]

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

https://t.co/DGL1gJ9Whu

[Bob Brinker @BobBrinker]

There is a lot of space between a 0% and a 100% allocation.

[Bob Brinker @BobBrinker]

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

https://t.co/x8KFyCTh3H

[Bob Brinker @BobBrinker]

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.

[Bob Brinker @BobBrinker]

$VTI weekly

[Bob Brinker @BobBrinker]

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

https://t.co/SYaSCwrM9h

[Bob Brinker @BobBrinker]

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

[Bob Brinker @BobBrinker]

$VTI Vanguard Total Stock Market Fund was $300 in Dec 2024. $305 today.

Underperforming cash over those 8 months.

[Bob Brinker @BobBrinker]

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

https://t.co/sEHcLXBWPE

[Bob Brinker @BobBrinker]

Better image of the same question/answer driving monetary policy decisions:

[Bob Brinker @BobBrinker]

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)