HeyJaredBrinker Advisor
Our favorite investment ideas along with our views on the economy, monetary policy, and related topics. Subscribers have access to our Brinker Fixed Income Advisor and Marketimer Model Portfolios as well as our List of Recommended No-Load Funds.
- Indexed issues, last 90 days
- 4
- Latest publication
- Sep 1, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 14, 2026
Latest issues
Model Portfolios | September Update (opens the original)
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“The best way to keep something bad from happening is to see it ahead of time... and you can’t see it if you refuse to face the possibility.”-William S. BurroughsCOMMENTARY<img alt="" class="sizing-normal" height="436" src="https://substackcdn.com/image/fetch/$s_!zdLk!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A
Series I Bonds & TIPS Update (opens the original)
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Treasury yields have been moving higher, while inflation remains above the Fed’s 2% target. Below we compare two of our preferred inflation-protection investments: Series I Savings Bonds and Treasury Inflation-Protected Securities (TIPS).SERIES I SAVINGS BONDSSeries I Savings Bonds purchased through October 31 earn a 4.26% composite rate for their first six months. The composite rate combines a 0.90% fixed r
Model Portfolios | August Update (opens the original)
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“Rational people don’t risk what they have and need for what they don’t have and don’t need.” - Warren BuffettCOMMENTARY<source type
Treasuries, CDs, and Munis | July Update (opens the original)
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COMMENTARYAccording to the Congressional Budget Office (CBO), the federal budget deficit totaled $1.4 trillion during the first nine months of fiscal year 2026, $35 billion higher than the same period one year ago. Tax receipts increased by $142 billion (+4%), while expenditures rose by $178 billion (+3%). June alone recorded a $126 billion deficit, compared with a $27 billion surplus a year earlier, as shifts in payment timing and tariff refunds largely explain the swing. Customs duty collectio
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