Sunday, November 23, 2014

November 23, 2014, Bob Brinker's Moneytalk: Stocks, Bonds, Investing, Economic Summary

November 23, 2014, Bob Brinker hosted Moneytalk live today.....(comments welcome)

Brinker's guest-author today was Don Tapscott: The Digital Economy ANNIVERSARY EDITION: Rethinking Promise and Peril in the Age of Networked Intelligence

San Francisco, Ca. KSFO 560: 1-4pm (KSFO archives Moneytalk Free on Demand for seven days after broadcast. You can download and listen on the go.)  

I will post a show summary later today.....

Sunday, November 16, 2014

November 16, 2014, Bob Brinker's Moneytalk: Unannounced Re-Run Calls and Monologues

November 16, 2014....All three hours of Bob Brinker's Moneytalk was old (some very old) re-run calls and pre-recorded monologues.   He has gotten more clever at deceiving the audience, because it took even me about 20 minutes to be sure......(comments welcome)

Bob Brinker's current stock and bond market advice:

There has been no changes in Brinker's bullishness on the stock market and bearishness on the bond market.

Brinker recommends that all stock market asset allocations be invested or dollar-cost-averaged in "on weakness" if possible. His S&P target range "going forward" is "low-2100s."

Brinker recommends that durations in bond funds be kept in the one-year range. However so far, the changes he made to his fixed income holdings in the Marketimer income portfolio and balances model portfolio have been costly to those who followed his recommendations.

Selling Vanguard Ginnie Mae Fund has been especially costly because its NAV has increased from $10.37 to $10.79 while the Fidelity Floating Rate High Income Fund has declined -- and this is just one of the changes that he made that are underwater from what he sold.  I covered the fixed income portfolio more in depth in my last show summary.

Jeffchristie's Moneytalk Final Exam Question:

Today Bob Brinker mentioned the opposite of the land of critical mass. He referred to it as:

A) The poor house. B) Shanty town. C) Hooverville.  D) Tap city.

ANSWER 

San Francisco, Ca. KSFO 560: 1-4pm (KSFO archives Moneytalk Free on Demand for seven days after broadcast. You can download and listen on the go.)  

Off topic, but proud. :) A family member doing the Arizona IronMan today: