The Big Short

I recently received a copy of The Big Short by Michael Lewis and read the book immediately. It is a quick read and  is one of those books you do not want to put down. The characters are full of interesting quirks and traits and there are many laugh-out-loud moments. This book will appeal to [...]

Too Big Too Fail

I recently completed Andrew Ross Sorkin’s book Too Big Too Fail. On the final page of the book, he mentions a note that JP Morgan’s Jamie Dimon sent to then Treasury Secretary Hank Paulson which I found extremely thoughtful. The note quotes a speech given by President Theodore Roosevelt in 1910: It is not the [...]

March 2010 edition of the Brinker Fixed Income Advisor is online

The March 2010 edition of the Brinker Fixed Income Advisor is online at www.BrinkerAdvisor.com. This month we outline the expected path of monetary policy. Our 2009 Model Portfolio performance: Aggressive Portfolio + 33% Moderate Portfolio + 20% Conservative Portfolio + 14% Tax-Exempt Portfolio + 13% **this a tax-exempt return**