Dr. David Wiedemer, Cindy Spitzer, and Robert Wiedemer in front of the Federal Reserve in Washington DC.
Welcome to Bull Bear Investment Management
Bull Bear Investment Management is an independent registered investment advisor providing customizable investment management to a wide variety of clients. All investment decisions are made by Robert Wiedemer and Cindy Spitzer, both registered investment advisors. Our Chief Economist, Dr. David Wiedemer, provides the macroeconomic analysis and outlook behind Bull Bear.
Unlike most investment advisors, we keep our eyes open and our lights on. The facts are hiding in plain sight, but so few seem willing to face it. Since the 2008 Financial Crisis, the Federal Reserve has printed almost $8 trillion and the federal government borrowed more than $20 trillion (with almost half of that just since the 2020 Covid Crisis), for a stunning total debt of $31 trillion. It’s only a matter of time before this big Fake Money bubble pops. And when it does, fortunes will be lost – and made – in the biggest transfer (and evaporation) of wealth in history.
But we are not perpetual Bears. We are Bull Bears. That is why, in addition to our longer-term macro views discussed in our books, we developed the Bull Bear Trading Strategy. Before the bubble pops (and even if it doesn’t), our customizable Bull Bear Trading Strategy is your power tool for outperforming the S&P. And, later, if and when the bubble does finally pop, our proprietary Bull Bear Trading Strategy is designed to get you entirely out of the market while most investors go plummeting over the Financial Cliff.
Sounds impossible? Actually, outperforming the S&P as the bubble continues AND dodging the bubble pop later is more feasible than you may think. In fact, starting right now, you can even pick your own comfort level of volatility/performance, relative to the S&P 500. And regardless of your chosen risk/reward portfolio type, the strategy is designed to help you avoid the Aftershock if and when it happens.
Curious? Click here to schedule your no-cost, no-pressure call with a senior Bull Bear investment advisor, and we’ll tell you how.
We Wrote the Books on Our Bubble Economy
Robert Wiedemer, Dr. David Wiedemer, and Cindy Spitzer’s landmark book America’s Bubble Economy (Wiley, 2006) was the first book to accurately predict the 2008 global Financial Crisis, followed by four editions of Aftershock (Wiley, 2009-2015), which further described the many additional economic problems to come.
More recently, Fake Money Real Danger (Wiley, 2022) reveals how enormous government stimulus during the 2020 Covid Crisis (in the form of massive money printing and borrowing) has artificially boosted all asset markets and explains the key indicators to look for when the government can no longer continue this massive economic and financial stimulus.
To tackle this increasingly challenging investment environment, the authors designed the innovative Bull Bear Trading Strategy to take advantage of the big bubble while it lasts and seek protection and profits later when it eventually pops.
Neither blind bulls nor perma-bears, we are clear-eyed opportunists who have long seen the current and future problems coming AND have a powerful strategy designed to ride the Bull now and dodge (and eventually gain from) the Bear later.
This powerful combination of our proven macroeconomic analysis plus our proprietary trading strategy gives Bull Bear clients a clear advantage no one else has. Click here to learn more.
Ride the Bull While It Lasts,
Dodge the Final Bear Later!
Check out Aftershock and Fake Money, Real Danger author Bob Wiedemer in the media
Active Bull Bear Investment Management
Active Bull Bear investment management is a dynamic ongoing process that evolves as the investment environment changes. We focus on stock market indices and industry sectors, typically using ETFs. Depending on market conditions, we may also hold gold, preferred stocks and money markets to buffer against turbulent stock markets or to take advantage of short and long term trends. The goal is to make money on an overall rising stock market, while also being ready to reduce or even eliminate market positions to dampen volatility and longer term risk. In other words, we customize our investment strategy to suit market trends – and to suit you. In fact, you get to choose your own comfort level of volatility and performance, relative to the S&P. For details, click here.
Our Typical Client
Many Bull Bear clients come to us after reading or hearing about our books, and may share some of our macroeconomic views. Others simply seek the potential outperformance made possible by our propriety Bull Bear Trading Strategy, which allows you to pick your own level of volatility/performance, relative to the S&P. Either way, most Bull Bear clients seek protection from longer term declines in the stock and bond markets, while taking advantage of investment opportunities in the shorter term.
We Make It Easy - and Safe
Becoming a Bull Bear client is easy. We quickly help set up your online brokerage accounts with Charles Schwab (even faster if you already have one, but no problem if you don’t). Accounts can be individual or joint tenant, IRAs (including traditional, Roth, Inherited, and SEP), trust funds, and even 401(K)s and 403(B)s. We never have direct access to your funds, other than to execute trades on your behalf. You can easily see all activity in your accounts online 24/7. Charles Schwab also sends monthly statements, trade confirmations, and tax reporting documents. In addition, Bull Bear provides in-depth quarterly reports. And, of course, we welcome you to contact us anytime for any reason. For details, click here.