Simple Arithmetic

Quick note before we get to the newsletter:  This is a cool conference Mish is putting on in April in Sonoma featuring speakers Chanos, Hussman, Mauldin and others.  I’m hoping to attend, and it’s for a great cause.  For those unfamilar with ALS, a wonderul read is Tuesdays with Morrie: An Old Man, a Young Man, and Life’s Greatest Lesson

From John Hussman’s blog last week:

“Just a note – Last May, my friend Mike Shedlock’s wife Joanne passed away from an aggressive form of ALS (amyotrophic lateral sclerosis). Mike (“Mish”) is an investment analyst whose work can be found on the Global Economic Trend Analysis site. In Joanne’s memory, and to benefit the Les Turner ALS Foundation, Mish has organized a conference in Sonoma California, on April 5, 2013. I don’t often speak at conferences or schedule media interviews, but that day, Mish, Chris Martenson, Michael Pettis, James Chanos, John Mauldin, and I will be speaking – for a very good cause. The Hussman Foundation has also committed a $100,000 matching grant to the Les Turner ALS Foundation, to encourage donations that will support patient services and research for individuals with ALS. So with winter approaching, if you’re already looking forward to springtime, I hope you’ll join us in California in April. Thanks – John”

“Wine Country” Economic Conference Hosted By Mish

…now on to this week’s email…

Bob Brinker has been writing the Fixed Income Advisor since 2005, and has ranked as one of the top newsletters by Hulbert ever since.  If you’re interested in an in depth look at all things bonds, he’s your man.  In addition to information on upcoming Treasury auctions as well as FOMC analysis, the team at Brinker tracks four model portfolios for investors.

I’m hoping to catch up with Bob this week in Colorado if our schedules line up…

Here is a few charts from the newsletter:



Download the PDF here:

Fixed Income Advisor Dec 2012




Robert M. Brinker has been the editor and publisher of the Brinker Fixed Income Advisor since the inaugural issue in April 2005. The Brinker Fixed Income Advisor monthly investment letter covers a variety of fixed-income related topics including U.S. Treasuries, Certificates of Deposit, Municipal Bonds, No-Load Mutual Funds, and Exchange Traded Funds. The investment letter also includes taxable and tax-exempt model portfolio recommendations for a variety of risk profiles.

Robert earned his Bachelor of Science in Business Administration from Old Dominion University. He then went on to earn his Master of Science in Information Systems from the University of Colorado. Robert earned his designation as a Certified Fund Specialist © from the Institute of Business & Finance.

About the Brinker Fixed Income Advisor


    • 4 Fixed Income Model Portfolios forAggressive, Moderate, Conservative, andTax-Exempt investment objectives


    • Dozens of specific Fixed Income No-Load Mutual Fund recommendations with detailed recent performance information
    • Updates and analysis of Federal Open Market Committee meetings and Federal Funds Rate changes


    • Information on upcoming U.S. Treasury auctions, Municipal Bond offerings, I Bonds, and EE Bonds


    • Recommendations for Fixed Income Exchange Traded Funds and Convertible Bond Funds


    • Taxable vs. Tax-Exempt Fixed Income investment options


  • Commentary on a variety of Fixed Income related issues