Carl.M.Birkelbach   CarlBis@aol.com

Called by his friends Carl Max. It is easier. After some 30 years of running his own investment company on LaSalle Street in Chicago, Carl has closed his broker dealer Birkelbach Investments and is now retired. However, as can be seen by his proclivity, he still enjoys writing about the stock market.  In 1981 Carl was among the few that was calling for a New Bull Market, which Carl forecasted would go from the then 1000 Dow to over a 10,000 Dow. He became known as ‘The Lone Bull.’

Carl was calling for a New Bear Market in his Lone Bear Letters, that began in January 2015 with a Dow of 17,750. He feels this New Bear Market has been delayed because of  the economic blast from the recent tax cuts to the rich, that caused a $2 trillion dollar increase to our debt and the 2018 budget deficit of $779 billion. However this may have only had a temporary effect. GDP growth in 2019 is forecast as up only 2.1% and 2020 up a measly 1.9%. Now with the market at an all time high 29,828, Carl believes an economic disaster is festering along with the collapse of the Middle Class  that could once again see the Dow below 10,000. Unless we make changes now, Carl believe that a financial crisis surprise is about to happen from somewhere (a debt balloon, global warming events, a pandemic?) and the average investor has little options to protect themselves.

Carl  continues to write, because as he no longer is in the investment industry, he feels that there is a need of an independent voice outside the massive and powerful US financial industry, to warn investors of a view that the regulators and industry would rather have silenced.

Carl is the editor of over 700 Investment Strategy Letters’, the author of a book titled  ‘Investment Strategy For Volatile Markets’, has been quoted nationally in newspapers and magazines, gave over 100 investment seminars throughout the US and has appeared regularly on television and radio. His businesses experience also includes his volunteer work for various community and environmental organizations.  He is founder of RIDE Inc. (Recreation for Individuals Dedicated to the Environment), and (Corporate America Respecting the Environment), co-founder of IMBA (International Mountain Bicycling Association),  co-founder and immediate past president of The Friends of the Forest Preserve, from 2006 to 2014 board member and development chair of The Grant Park Symphony and from 2000 to 2015 a Trustee of Bradley University.

Among the awards Carl received is Bradley’s highest alumni recognition, the Lydia Moss Bradley Award, the Beta Gamma Sigma honor society from the business college, the Outstanding Alumni Award from his High School and was the Honoree for the Friends of the Forest Preserve in 2012. Mr. Birkelbach and his wife Lynda have four children and nine grandchildren. They reside on Michigan Avenue in Chicago and outside of Vail Colorado, providing the opportunity to enjoy the culture of the urban life as well as the outdoor activities of the mountain life.

Birkelbach Corporation.

330 S Michigan Ave. Suite 1712, Chicago IL. 60604

Phone 312 213 1916


Mr Birkelbach does not offer investment advice, but merely his own personal opinion. This report has been prepared from original sources and data we believe reliable but make no representations as to the accuracy or completeness. Mr.Birkelbach , his affiliates and subsidiaries and/or their officers and employees may from time to time acquire, hold or sell a position in securities. Past performance is no guarantee of future success. Upon request, we will supply additional information. CarlBis@aol.com


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