PBS Frontline Website

Comments Off | Filed under: Federal Reserve, General, U.S. Treasury
Posted on October 21st, 2009 by Bob Brinker

Below are highlights from today’s Beige Book :

stabilization or improvements in many sectors
commercial real estate (CRE) weak
no price or wage pressures – some deflationary pressure noted
consumer spending weak but improving
tourism remains weak and heavily discounted
manufacturing activity picking up
housing market conditions improving
weak/declining loan demand – credit quality still a problem
labor market weak. slowdown in layoffs – [...]

Comments Off | Filed under: Federal Reserve, General
Posted on October 21st, 2009 by Bob Brinker

Today we updated our muni bond database with more than 700 upcoming auctions totaling more than $37 billion in 47 states. A few of the largest issues include:
$1.75BB and $1.3bb by State of California
$1.37BB by Los Angeles Unified School District
$1.1BB by City of New York
$655MM by State of Hawaii
$595MM by State of Maryland
Unlimited access to [...]

Comments Off | Filed under: General, Investment Letter, Municipal Bonds
Posted on October 15th, 2009 by Bob Brinker

The October 2009 edition of the Brinker Fixed Income Advisor is online at www.BrinkerAdvisor.com. This month we take a closer look at the huge gains realized through September of this year by a variety of fixed-income securities and provide our views on what investors should expect during the next few quarters.
Our Model Portfolio performance (year-to-date [...]

Comments Off | Filed under: General, Investment Letter
Posted on October 1st, 2009 by Bob Brinker