Marketimer, September 2008, Bob Brinker said that he was looking for the S&P 500 all-time record highs to be challenged in 2009 as the "economy recovers, inflation eases and corporate earnings improve."
Marketimer October 2008, according to Mark Hulbert, Bob Brinker fell back on a lot of "ifs," "uncertains" and "could be's" about the economy and the stock market recovery.
"• Bob Brinker's Marketimer: Bullish. In his most recent issue, which was published in early October, editor Bob Brinker wrote: "We believe the stock market will return to an uptrend within six months of the start of the next economic recovery. Although the timing of the recovery is uncertain, our view is that it could be underway by next spring. If that scenario unfolds, we could be looking at a stock market turnaround beginning in this year's fourth quarter. This bear market decline has been accompanied by an extraordinary flow of negative financial news, but we are focused on stock market recovery in 2009 as investors go through the process of discounting economic recovery prospects in advance of an improved economic outlook." Brinker is recommending that subscribers' stock portfolios be fully invested."
Regardless of anything Bob Brinker has said about the stock market this year, his Model Portfolios are fully invested and he has NOT RECOMMENDED HOLDING ANY CASH RESERVES from equity allocations since March, 2003.
IOW: it looks like most of the information that Brinker talks about on Moneytalk is available here: BANKRATE.COM