Search Bob Brinker Blogs

Sunday, December 26, 2010

December 26, 2010 Bob Brinker's Moneytalk: Summary, Excerpts and Commentary

December 26, 2010...Bob Brinker did not host Moneytalk live today. The program appeared to be pieces of various broadcasts which were spliced together. There was no political punditry or any discussion of current market data. And there was none of the usual itemized Treasury yields or announcements of the upcoming economic calendar for next week.

Strangely, there were no announcements that the program was made up of re-runs from previous broadcasts. It's quite possible that casual listeners would not even realize that the program was pre-recorded.

I've never heard of that kind of deception on other talk shows -- they usually announce that these programs are the "best of" or "pre-recorded" programming -- but perhaps it helped to keep those who pay Brinker for "Moneytalk on Demand," happy. I'm sure he didn't lower the cost of it by half now that Moneytalk is on only one day per week. (KGO810 radio offers Moneytalk on demand at no cost for seven days after broadcast. See link below.)


Bob Brinker's latest stock market views:

* Brinker is bullish on the stock market, his portfolios are fully invested and his S&P 500 Index target range for 2011 is: Marketimer, December 3, 2010, Bob Brinker said: "....we project a target range in the low-to-mid 1300's for the S&P 500 Index as we move forward in 2011."

Interesting to compare what Brinker was saying three years ago before the market dropped over 57%:

January 4, 2008 Marketimer, Page 3; Paragraph 1; (S&P 1468.36), Bob Brinker said: "In summary....conditions are favorable for the market as we enter 2008. We expect the S&P 500 Index to achieve new record highs this year and to reach the 1600's range in the process. We continue to rate the market attractive for purchase on any weakness into the S&P 500 index mid-1400's range. Above that range we prefer a dollar-cost- average approach for new purchases. All Marketimer Model Portfolios remain fully invested as we enter 2008......And I believe those new all-time-historic-record highs will develop as we move into 2009."

Chart courtesy of Kirk Lindstrom. Click to enlarge:


Bob Brinker's latest bond market views:

*
Brinker has made no changes in his bond asset allocations in Marketimer, but here is his advice for Moneytalk listeners who are concerned about fluctuations in bond fund net-asset-value (specifically VFIIX): "..... the way that I recommend you protect yourself is with what is called a mental stop. And a mental stop is very simple.....You come up with a price on each of your bond fund holdings below which you are not willing to maintain the position, and if that price is published on any given night..... If you see your price then at that point, the next day, you liquidate your position......"

Moneytalk is FREE and available on demand at KGO810 radio for seven days after broadcast.
The now once-weekly Sunday program is archived in the 1-4pm time-slots. You can listen or download to your mp3 player, computer or flash drive, and listen at your leisure. KGO: Moneytalk Download

According to Paul from Sante Fe last week, this is the "national treasure" Maestro Brinker, :)




Bob Brinker May 29, 2009 Class of 1959
Old York Road Country Club, LaSalle High School, and the Sullivan Nursery
photos: 390 – 51 MB
Public on the web

Top Rated Newsletter


Timer Digest Features
Kirk Lindstrom's Investment Letter
on its Cover

Cick to read the full page article!