The AAII Austin - SanAntonio, Cleveland and New York City Chapters Present...
Four Steps to Bull and Bear Profits
December 16, 2025
Jon Wolfenbarger, CFA, outlines four key steps to identifying and
profiting in both bull and bear markets:
* Estimating long-term returns
* Forecasting the economy
* Identifying potential trend changes
* Identifying the current trend
He discussed what these four steps-supported by hundreds of fundamental and technical indicators-are signaling about the outlook for the economy and financial markets.
Learning points:
* How to identify and profit from bull and bear markets across all asset classes
* Investment vehicles that can outperform the S&P 500 in all market environments
* The most effective and proven technical and fundamental indicators to focus on
* 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.
Webinar Resources are hosted at AAII Austin/San Antonio
------------------------------
DENNIS LEWIS
------------------------------