Over the past 25 years I have learned more about investing each day. The one lesson I have learned over and over again is that we should ignore most investment ideas, even the good ones.
Each week I bookmark the articles, columns and editorials that I want to come back to and read again. Some of these pieces offer insights that I think are valuable, others are updates to something I am following and a few could be contrary indicators. Make no assumptions about what you are reading. Set aside opinions, ideology and feelings. Find the information that might not be inline with your thinking […]
Saudi Arabia has exerted itself and is once again in control of oil prices. President Trump was forced to deal on Iran waivers and is unlikely to regain control of oil prices.
IMO2020 which impacts maritime fuel requirements will shift spreads and keep light sweet crude prices firm come autumn.
As I covered in the last webinar, there are two potential short-term setups for this stock market. The first is a rally into summer, with maybe a hiccup, more rally and then the beginnings of a broader correction by early 2020. The second scenario is a small correction now and then a big rally into at least H1 of next year. Either way, we probably see an S&P 500 (SPY) […]
The three most powerful natural forces in the global economy are aging-demographics, technology and climate change. While most recognize the first two, many deny the third. Most people don’t invest based on any of the three or just touch on tech. What I will jump start you on this year is that a massive new trend, based around all three factors, is developing. And it is developing very fast. There […]
Cisco Systems Inc (CSCO) builds intent-based secure multi-domain digital networks for businesses and governments. They’ve been an integral part of the Internet infrastructure since 1984 and in IoT, the Internet of Things, since before that term was coined ten years ago.
Tesla (TSLA) stimulates plenty of debate these days regarding whether the company will achieve long-term success or will succumb to bankruptcy or maybe a combination of both. I will show how Tesla’s valuation improved and how long-term trends are likely to work in Tesla’s favor. On top of this, Elon Musk’s ‘whatever it takes’ mindset provides an additional driver for Tesla to avoid bankruptcy and achieve long-term success for the company and the stock.
With Chevron bowing out on the Anadarko battle with Occidental, that leaves quite a few companies in play again. Both Chevron and Exxon are likely to expand their footprint in U.S. shale in coming quarters. A spread of calls across the most attractive buyout and merger candidates could generate outsize returns as M&A activity takes place in the American oil patch. I recently covered 8 Permian Oil Merger & Acquisition […]
Protect your 401(k) balances when risk rises – like now. The risk of a trade impasse and looming recession have risen. So has risk in your 401(k) retirement plan.
Fundamental Trends is the synthesis of deep fundamental research with strong technical and quantitative trend analysis. The ideas behind Fundamental Trends originate from Kirk Spano, who was named “The Next Great Investing Columnist” by MarketWatch.com of the Wall Street Journal Network and is also the owner of Bluemound Asset Management, LLC.
Our goal is to help you build a strong core portfolio, take advantage of periodic trading opportunities and beat the markets with less risk. The investment ideas here are the same that Kirk invests in at Bluemound Asset Management. Subscribers will get detailed research from Kirk, his team of analysts and other sources, a thesis for each trade and entry/exit points which are aided by technical and quantitative work of various experts. Read More
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#Crash2020
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