About

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.

This investment service is designed for people who have a few hours per week to work on their portfolios. Obviously the more research and reading you do, the better investor you will become, however, if you have 3 to 5 hours per week to read this site and the links we include, as well as, participate in the forums, you can likely manage your own portfolio very effectively. I recommend that everybody start by reading Intelligent Investor by Benjamin Graham who was Warren Buffett’s mentor and reading another book per month from the selections listed on the front page.

Below are several articles which will help you learn about Fundamental Trends. Please note: Fundamental Trends is NOT a day trading service. Make sure to read the terms and conditions, as this site is for self-directed investors, and does not constitute individualized investment advice. Because Kirk does not know you, these recommendations might not be suitable for your situation. You must make that determination for yourself. Always consider your tolerance for risk and volatility before investing.