AAII New York Chapter

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Four Steps to Bull and Bear Profits

  • 1.  Four Steps to Bull and Bear Profits

    Posted 7 hours ago

    The AAII Austin - SanAntonio, New York City, Cleveland and Sacramento Chapters Present...

    Four Steps to Bull and Bear Profits

    Tuesday, December 16, 2025   

    7:00 PM Eastern Time

    Jon Wolfenbarger, CFA, will outline 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 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:

    *    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.

    Online Registration:

    https://us02web.zoom.us/webinar/register/WN_NbJVBobhS4iMWm0wQfQAxA

    chapter

    We need new volunteers to carry Investor Education and the chapter forward

    Board and Support Positions include: 

    • President
    • Vice president
    • Secretary
    • Treasurer
    • Program chair
    • Webmaster
    • Facilities chair
    • Marketing/publicity chair

    Expertise in social media, PR and Zoom will be highly valued.

    Please respond with your commitment to  aaiichapter_nyc@yahoo.com



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    DENNIS LEWIS
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