;)
BLOG
Adjusting To Market Breakdowns
Summary Shorter term price trends operate within longer term price trends. When short-term price trends break down in succession, long-term price trends become threatened. We have seen a sequential breakdown in short and intermediate term price trends for the stock market. The key long-term support for the bull market’s price […]
Don’t You Dare Trade Options Until You Read This!!!
Summary Options are derivatives and can cause your account destruction. Options are the best tool for managing risk, generating income and occasionally generating asymmetric gains. You are your own worst enemy on options by being greedy, unknowledgeable and inexperienced. Control your emotions, learn how options work, what options are for […]
Are You Scared Yet?
Summary When things seem terrible and people are scared, it’s time to be greedy. What is going on is essentially what we expected, though a bit more dragged out. Traders are bouncing the market around, but it makes me wonder how strong they are if this is the worst they […]
Get Nearly Fully Invested Soon
Summary I generally advocate holding a significant cash position in order to have money available to invest on corrections of markets, sectors or specific stocks. Selling cash-secured puts allows us to “recycle” money 4 or 5 times per year, keeping our cash balances high on average. With the current stock […]
Member’s Content
4th Quarter Macro And Market Outlook
Summary Earnings could provide a rough patch as companies announce lower revised estimates due to trade concerns. Do not expect a trade agreement with China as President Xi simply waits out President Trump. Oil prices are moving to the high-end of what I believe will be the oil price range […]
Preview of the Next Month
Summary Forget FOMO, get a FOGYAK. Technical analysis ALWAYS gives way to Fundamental analysis. Trump tariffs will lead to earnings warnings. Poker, Investing & 3 Weeks in the Desert. Freedom to save capitalism. I’m taking grandma to breakfast in a few minutes and then to her bridge game. At 89, […]
The Iran Nuclear Deal Should End
I know some folks are skeptical of U.S. foriegn policy. That’s understandable. Anything that is imperfect is easy to criticize. And, everything is imperfect. I take the view that America is a mostly benevolent influencer of global policy. We use economics, diplomacy and the military to push our view of […]
Testing The 200-Day Moving Average Again
Summary The S&P 500 is testing its 200-day moving average for the 3rd time. If it holds, that is a very good sign for the short-term. Buybacks come back in May. Accumulate your favorite stocks and ETFs bringing cash down closer to 15% than 25%. Fortune tellers live in the […]
WELCOME TO KIRKSPANO’S FUNDAMENTAL TRENDS
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.
The goal of the site is to help self-directed investors build a strong core portfolio, take advantage of periodic trading opportunities and beat the markets with less risk. The companies, exchange traded funds and mutual funds covered here are the same that Kirk invests in at Bluemound Asset Management. Subscribers will get detailed research from Kirk 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
AS SEEN ON
SERVICES
Intelligent Investor Program
Intelligent Investor Program $499/year – 401k Alert Included – ETF Tactical Investing Membership Included – Sustainable Growth Investing – Retirement Life Growth & Income – Full Access To Investor Forum – This almost everything package is great for those approaching retirement or already retired who realize that retirement lasts a […]
R.A.R.E.
R.A.R.E – “Risk Adjusted Returns Elite” Swing Trading That Finds Pivots & New Trends $999/year – Everything in the Intelligent Investor Program – Swing Trading to take advantage of volatile markets – Uses Quant and Technical Analysis to manage risk – Scanning our hundreds of covered ETFs and stocks to […]
Retirement Life Growth & Income
Retirement Life Growth & Income – Investing Including Dividend Growth Stocks and Option Selling For Higher Income & Safety $399/year – 401k Alert Included – ETF Tactical Investing Membership Included – Full Access To Investor Forum – Advanced analytics “Dividend Growth” portfolio strategy – Kirk’s Famous “Retirement Income Options” portfolio […]
Sustainable Growth Investing
Sustainable Growth Investing – Long-term Growth Strategies and Stock Selections For Tomorrow’s Economy $399/year – 401k Alert Included – ETF Tactical Investing Membership Included – Full Access To Investor Forum – Goal to triple your money every 5-7 years with roughly the same risk as the stock market.
ETF Tactical Investing
ETF Tactical Investing – Global Investing Blending Fundamentals & Quantitative Analysis $299/year – 401k Alert Included – The essential service for investing in ETFs (exchange traded funds) focused on intermediate term and long-term investing. – Our Global Trends strategy for finding the best long-term global growth opportunities. – Our Global […]
401k Alert
401k Alert – Real Risk Management and Best Choices For Your Retirement Plan $99/year – Asset Allocation for Aggressive, Balanced or Conservative retirement savers. – Includes asset allocations for the most popular retirement plans, including Fidelity, Vanguard, American, T.Rowe Price and other top plans. – Includes asset allocations for the […]