Note: The opinions of speakers are their own and not necessarily those of AAII. It is not the policy of AAII or its local chapters, officers or directors to promote any specific investments or techniques of analysis. Presentations are provided solely for informational purposes and should not be construed as solicitations. There are no representations or warranties of any kind, expressed or implied, about the completeness, accuracy, reliability or suitability of meeting information. Investment information presented may not be appropriate for all investors and should be independently verified. For some speakers, html links are provided to their businesses, but AAII and this chapter do not necessarily endorse the products of those businesses.
NOTE: Meetings are in Roetter Hall. You may use the main entrance to enter the building.
2026
Register here to attend the July 11 meeting in person. We hope you are able to attend. But if you can’t attend, you may register here to attend on Zoom. If you attend on Zoom, you will be able to hear the lecture and see the slides, but you will miss out on sharing investment ideas with other investors while eating free donuts and drinking free coffee.
July 11, 2026: (Saturday @ 9 AM PDT: Upside Participation, Downside Protection: Enhancing Portfolio Resilience by Ryan Harder, Chief Investment Strategist and Portfolio Manager, Ocean Park Asset Management. Many investors face the same dilemma: stay fully invested and risk steep drawdowns or move to cash and risk missing the recovery. Ryan will present a trend-following framework with a trailing stop discipline designed to address this tension—aiming to participate in sustained uptrends while systematically reducing exposure as trends weaken, without relying on emotions or forecasts. Ryan will walk through how this approach is constructed, where it tends to help, and where it has limitations—giving attendees practical ways to incorporate trend-based strategies and risk mitigation techniques for their own portfolios. Join us and learn:
- How trend-following rules can define entry and exit points systematically
- Why trailing stops aim to cut losers short while letting winners run
- How this approach has performed across different market environments (bull, bear, sideways)
- Key risks and tradeoffs of trend-following and trailing stops—including whipsaws and lags
September 12, 2026: (Saturday @ 9 AM PDT: Presentation by Jeffrey Hirsch, Editor of the, Stock Traders Almanac. In 1966, Yale Hirsch published the first Stock Trader’s Almanac and gave Wall Street some of its most enduring tools: the January Barometer, the Santa Claus Rally, the Best Six Months Switching Strategy, and the 4-Year Presidential Cycle. Sixty years later, they still work. Jeff Hirsch — who took the helm from his father — marks the anniversary with a retrospective on the calls that built the Almanac’s legacy, and a forward look at where the market goes next:
- Revisit the biggest Almanac calls of the last six decades — from the 1974 bottom to the 1982 breakout, the 1987 warning, the 2009 turn, and the Super Boom Dow 38,820 forecast that hit a bullseye on schedule
- See why the core indicators — Best Six Months, January Barometer, Santa Claus Rally, 4-Year Cycle — have outperformed across every regime since 1950 and why they still matter in an AI-driven market
- Get Jeff’s 15-year outlook through 2040: the next secular cycle, the inflation regime ahead, demographic and technology drivers, and a long-term Dow trajectory built on the same cycle analysis that powered Super Boom
- Plus: his 2026 midyear update, top stock picks and sector ETF trades, TACO Trade and Trump Seasonal Cycle positioning, and how to play the midterm year weak spot/sweet spot transition into the historic post-midterm rally
Additional events during the remainder of 2026 (all at 9:00 AM PT on Saturday):
- October 10, 2026
- November 14, 2026
Details will be provided once arrangements are finalized.