AAII Austin/San Antonio Chapter
December 2025 Monthly Newsletter
This month, we are excited to have Jon Wolfenbarger, CFA, presenting "Four Steps to Bull and Bear Profits." The November presentation recording is available at https://www.aaiiaustinsanantonio.com/archives
I am continuing to assemble a list of educational materials to share with all members. Please see the body of this newsletter for what I currently have-I hope you enjoy them! If you have any events, conferences, videos, or articles you'd like to share with our members, please reply to this email, and I'll include them in next month's newsletter.
I am also starting a WhatsApp chat room for sharing information and discussion. Here is the code to scan and join. If you need help, just reply to this email to reach me.
In This Issue
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Upcoming Local Chapter Presentations and Past Presentation Recordings
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Other Chapters' Upcoming Presentations
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External Events, Videos, Articles, Websites, and Books Shared by Members
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Volunteer Opportunities
AAII Austin/San Antonio, Cleveland, Michigan, New York City, and Sacramento Chapters Joint December Presentation
Speaker: Jon Wolfenbarger, CFA
Title: Four Steps to Bull and Bear Profits
Time: Tuesday, December 16, 2025, at 6:00 PM Central Time
Register: https://us02web.zoom.us/webinar/register/WN_NbJVBobhS4iMWm0wQfQAxA
Description
Jon Wolfenbarger, CFA, will outline four key steps to identifying and profiting in both bull and bear markets:
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Estimating long-term returns
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Forecasting the economy
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Identifying potential trend changes
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Identifying the current trend
He will discuss what these four steps-supported by hundreds of fundamental and technical indicators-are signaling about the outlook for the economy and financial markets.
You will learn:
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How to identify and profit from bull and bear markets across all asset classes
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Investment vehicles that can outperform the S&P 500 in various market environments
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The most effective and proven technical and fundamental indicators to focus on
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The near-term and long-term outlook for the economy and major financial markets
Speaker Biography
Jon Wolfenbarger, CFA, has over 30 years of investment industry experience, including more than 22 years as a stock analyst at Allianz Global Investors, as well as investment banking roles at J.P. Morgan and Merrill Lynch. He earned a BBA from The University of Texas at Austin in the Honors Business Program and an MBA from Duke University.
He is the Founder & CEO of BullAndBearProfits.com, an investment website and newsletter dedicated to helping investors achieve market-beating returns with stocks and ETFs in both bull and bear markets.
Tentative Future Austin/San Antonio Presentations
Past presentation recordings
The recordings and slides from past Austin/San Antonio chapter events are available in the Chapter Archive https://www.aaiiaustinsanantonio.com/archives.
2. Other Chapters' Upcoming Presentations
AAII Houston Chapter
Topic: William O'Neil and the IBD Methodology: Why
When: December 13, 2025, from 9:30 AM to 12:00 PM (CT)
AAII Research Triangle Chapter
Topic: Evidence-Based Investing
Speaker: Theodore Hicks II, CFP®, CKA®, CMT®
When: December 13, 2025, from 10:00 AM to 12:00 PM (ET)
AAII Phoenix Chapter
AAII Phoenix December Chapter Meeting
When: December 13, 2025, from 10:00 AM to 2:00 PM (MT)
The complete list of upcoming presentations and instructions to join the calls can be found at: https://community.aaii.com/events/calendar
3. External Events, Videos, Articles, websites, books Shared by Members
New Videos:
https://www.youtube.com/watch?v=40pRnq-b0r0
https://www.youtube.com/watch?v=VlwK4fHRPMc
https://www.youtube.com/watch?v=SxNPUrCKOyk
https://www.youtube.com/watch?v=begOa8cVOac
Posted before:
• A Skeptic's Guide to Cryptocurrency and Stablecoins – Steve Esman – https://www.youtube.com/watch?v=8NH_AZwsmCE
• Preparing for the Next Banking Crisis? $10 Million FDIC Proposal & How to Increase Your FDIC Limit – Diamond NestEgg – https://youtu.be/g_JYh_NEDIA?si=UeZNztry7SDIkfCo
• Covered Calls: A Devil's Bargain – Ben Felix – https://www.youtube.com/watch?v=ygVObRx9X68
Have something valuable to share? Please email me any articles, videos, or resources that could benefit our fellow chapter members.
These contents does not represent our opinion. Watch and decide for yourself.
4. Volunteer Opportunities
Our chapter thrives thanks to our dedicated volunteers! We are currently seeking:
If you are interested in getting involved or would like more information, please contact us:
📧 Bill Hawes – bhawes70@gmail.com
📧 Robert Luedtke – rluedtke@gmail.com
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WU ZHENG
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