Upcoming Chapter Meeting: AAII Central Florida

Posted on March 12, 2014 | Local Chapters


Date: Wednesday, March 19, 2014
Topic: Prepared for Another Lost Decade? A Secular and Cyclical Outlook for Stocks, Bonds and Inflation
Speaker: Tom J. Kopas, Principal and Portfolio Manager, Pring Turner Capital Group

Now that you have endured the first decade of the 21st century—indeed the “Lost Decade”—what is in store for the next 10 years? Find out why our guest speaker believes investors should prepare for another “lost decade” for stocks and what market benchmarks will look like when we have reached the end of the current secular bear market. Are U.S. Treasury bonds really a safe-haven asset? Are we approaching an important long-term turning point for interest rates and inflation? How will a trend change affect bond funds? Why is understanding the business cycle more critical than ever for investors? In this presentation, Tom Kopas will discuss what asset allocation decisions will bring investors safely through this cycle.

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Upcoming Chapter Meeting: AAII Columbus

Posted on March 12, 2014 | Local Chapters


Date: Wednesday, March 19, 2014
Topic: Using Metrics to Forecast Stock Market Crashes
Speaker: Bryan Johnson, President, Moon Run Report

Bryan Johnson will show how he constructs the Tsunami indicator, which is based on his Short to Intermediate market timer. Johnson prefers to identify and sidestep bear markets and stay invested during minor corrections. He will also discuss how to identify market bottoms after the carnage, and his website and documented portfolios will be shown if time allows.

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Upcoming Chapter Meeting: AAII Southeast Florida

Posted on March 11, 2014 | Local Chapters


Date: Tuesday, March 18, 2014 and Wednesday, March 19, 2014
Topic: Covered Call Writing to Generate Monthly Cash Flow

Speaker: Dr. Alan Ellman, President, Blue Collar Investment Corporation

This presentation by Dr. Alan Ellman is an easy-to-understand approach to mastering covered call writing. This is a strategy that combines both stock (buying) and option (selling) investing. It is geared to the average retail investor with the goal of taking control of your financial future by generating a monthly cash flow. This seminar will take the mystery out of an investment approach that the government approves for use in your self-directed IRA accounts.

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Upcoming Chapter Meeting: AAII Pittsburgh

Posted on March 11, 2014 | Local Chapters


Date: Tuesday, March 18, 2014
Topic: Four Diverse Investment Strategies
Speaker: Herb Geissler, Managing Director, St. Clair Group

Interesting times, as the Chinese curse says, are upon us, with high global unemployment and slow recovery in global economies. Meanwhile, market valuations march upward. Major corrections are long overdue, but few are willing to miss the up-moves. Is hunkering down the best course? If so, when should you move out of or into securities? Which securities are best to consider or hold? In this presentation, Herb Geissler will analyze the current economic and stock-market climates. He will describe specific economic indicators that you can easily track to judge when the economy and stock market are growing or faltering. Finally, Geissler will present four simple investing strategies that require little effort yet enable you to avoid big drawdowns and to retain more of your hard-won market gains.

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Upcoming Chapter Meeting: AAII Portland

Posted on March 11, 2014 | Local Chapters


Date: Tuesday, March 18, 2014
Topic: Predicting Market Trends With Barron’s
Speaker: Peter Miller, Statistics Director, Barron’s

This presentation will begin with an overview of Barron’s Market Week section, covering how and why the paper is arranged the way it is. The primary focus, however, will be on how to use various tables and data points in Barron’s Market Week to trend the market. Peter Miller will discuss market direction, market intensity, breadth of movements, market tops/bottoms, investor sentiment and yield curve analysis.

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Upcoming Chapter Meeting: AAII Sacramento

Posted on March 11, 2014 | Local Chapters


Date: Tuesday, March 18, 2014
Topic: Introducing Motif Investing
Speaker: Ramak Fazeli, Manager, Advisor Services, Motif Investing Inc.

Motif Investing (www.motifinvesting.com) offers investors the ability to invest in ideas with a minimum of effort and expense. They utilize a platform that simplifies portfolio construction and rebalancing. Motif Investing allows you to create investment portfolios of up to 30 stocks, ETFs or ADRs and invest in the whole portfolio. See how to create and invest in a portfolio, such as the AAII Model Shadow Stock Portfolio, and rebalance all the positions with a single click. The headquarters of Motif Investing happens to be in Rancho Cordova. Our new meeting location for 2014 is the Rancho Cordova City Hall, so we have invited Ramak Fazeli of Motif Investing to be our speaker. Please note this meeting, as well as all other meetings for the rest of this year, will be on a Tuesday.

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Upcoming Chapter Meeting: AAII Los Angeles

Posted on March 8, 2014 | Local Chapters


Date: Saturday, March 15, 2014
Topic: Changing Policy and Rising Rates: Good for Investors
Speaker: Oliver Pursche, President, Gary Goldberg Financial Services

The presentation will focus on how investors should position their equity and bond portfolios for 2014 amidst slowly rising interest rates and Fed tapering. Oliver Pursche will explain which S&P sectors he expects to outperform and which sectors he is avoiding. He will also outline the risks of bond alternatives and discuss how investors receive returns from these investments.

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Upcoming Chapter Meeting: AAII Puget Sound

Posted on March 8, 2014 | Local Chapters


Date: Saturday, March 15, 2014
Topic: Predicting Market Trends With Barron’s
Speaker: Peter Miller, Statistics Director, Barron’s

This presentation will begin with an overview of Barron’s Market Week section, covering how and why the paper is arranged the way it is. The primary focus, however, will be on how to use various tables and data points in Barron’s Market Week to trend the market. Peter Miller will discuss market direction, market intensity, breadth of movements, market tops/bottoms, investor sentiment and yield curve analysis.

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Upcoming Chapter Meeting: AAII Washington D.C. Metro

Posted on March 8, 2014 | Local Chapters


Date: Saturday, March 15, 2014
Topic: How to Earn Double-Digit Returns While Avoiding Major Down Markets in a Safety-First Approach
Speaker: Nicholas Atkeson, Founding Partner, Delta Investment Management LLC

This presentation will investigate market super cycles and avoiding major losses on stock portfolios. Nicholas Atkeson will discuss changing investor risk premiums and measuring risk, which can have a greater influence on stock valuations than earnings. Among the analysis tools to be investigated are market sentiment measures and relative strength, to give investors the information they need to participate in bullish markets and avoid bearish ones.

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Upcoming Chapter Meeting: AAII San Francisco

Posted on March 8, 2014 | Local Chapters


Date: Saturday, March 15, 2014
Topic: Introduction to Behavioral Finance
Speaker: Richard Lehman, Instructor, University of California Berkeley; Author; Investment Adviser

Behavioral finance is an important new field that combines psychology with conventional economic and financial theory to explain why people (including professionals) are prone to making irrational financial decisions. Knowledge of behavioral finance principles can reveal how we make investment decisions and enable us to become much more effective as a result. We have not had a presentation on this topic before at our chapter meetings.

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