;)
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 […]
Dick Diamond is a fairly well known trader whose approach differs from mine. However, this section on “Emotional Discipline” is fairly universal. As you’ve read and heard me say countless times, scale into your positions. He has a similar 80/20 style position building approach. Where we might differ a bit is that he is a quick “cord cutter” when it comes to trades that move against him. If you are […]
Hello, my name is Kirk Spano. I am the publisher of Fundamental Trends and an investor for over 25 years. My track record is among the best as measured by TipRanks. In 2011, I was named “the World’s Next Great Investing Columnist” by MarketWatch of the Wall Street Journal Network. You can learn all about me here. I hope you enjoy the site and find it useful. More important than […]
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 trend is set to be tested this week, i.e. the bull market is in jeopardy. I have discussed the #crash2020 […]
Qualcomm (QCOM) mutually dropped all litigation with Apple (AAPL) today. The deal included a six year license agreement and a multiyear chipset supply agreement. While the deal is good for Qualcomm, it shot them to within about 10% of their decade high set in 2014. I think there is limited upside for Qualcomm at this point if you didn’t already own it. I would consider selling covered calls against the […]
Kinder Morgan has two little talked about cash flow catalysts that investors should pay attention to. Also, Richard Kinder now owning over a quarter billion shares is about as pro shareholder as it gets.
Qualcomm is a tech leader that pays a significant dividend. Expansion of 5G and the IoT should drive renewed growth in coming years. Retirement investors may want to consider adding this “new economy” dividend stock to portfolios at the right price.
Verizon Communications (VZ), created through the 2000 merger of Bell Atlantic and GTE, is the largest U.S. wireless carrier, with postpaid wireless phone service to 88 million customers and prepaid service to another 5 million, plus another 23 million data devices. Verizon has embarked on an ambitious plan to upgrade to an expansive 5G network.
401k Alert is currently in beta. This is our inaugural edition of 401k Alert Fund Asset Allocations. It is open to the public as a sample of our work. Visit the 401k Alert description page to learn more about this valuable service. 401k Fund Mapping 401k plans come with a menu of funds that you can use to build your asset allocation. Our method helps you find the best funds […]
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
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ETF Tactical Investing uses secular and cyclical trends to build risk adjusted global asset allocations. We seek markets with… Read More
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