About Fundamental Trends

Fundamental Trends is the synthesis of deep fundamental research with institutional technical and quantitative price trend analysis.

The Next Great Investment Columnist

When I was named “The Next Great Investing Columnist” by MarketWatch.com of the Wall Street Journal Network I didn’t really know what that meant. From 2011 to 2017, I wrote for MarketWatch once or twice per week covering everything from oil to technology.

During that time, readers would call me about managing their money. As the owner of a fiduciary registered investment advisory, Bluemound Asset Management, LLC, that was great. I built my firm to the point where I had to decide between adding a lot of people and expenses while being saddled with person management, or being able to continue doing what I loved, which was research and writing about what I found.

Fundamental Trends Begins

Ultimately, I decided to wind my firm down to a very small size and only work with new clients who had been long time readers. I also started an investment letter which after some learning curve, became Fundamental Trends.

I built this website to be able to help as many people as possible have a positive investment experience, including those who couldn’t afford thousands of dollars per year for investment management. Fundamental Trends is my way of helping as many people as possible for as little as possible.

Fundamental Trends is designed for investors who realize that 80-90% of retail investment advisors and financial planners are not worth their fees.

With this website and just a few hours of your time per week, you can invest at a top institutional level within a year – for a fraction of the price of an investment advisor.

Experience And An AI

I am now in my 3rd decade of doing investment research and managing money (I still take clients, mainly busy professionals or retired folks who want to do other things than manage their money).

In late 2020, I added a lot of technology, including a top Artificial Intelligence to help us sort through information. Combining experience, my connections through the media and an AI has been nothing short of remarkable.

We are now able to comb through documents and data, including building models and finding correlations in 1/10th the time it used to take. The value of what we are doing now is off the charts.

Join Fundamental Trends Today

People have asked why Fundamental Trends is so cheap for what they are getting. Again, the simple answer is I want to help help you secure your financial freedom. If I can help you, then you can help someone else.

While I believe the world is getting better in crooked lines while stepping in potholes, I do believe the world is getting better. And, for that to continue, we need as many good people to have some money to do some good things with. In my small way, I am helping the world continue to get better.

As a member of Fundamental Trends, you get access to great asset allocation and my curated “best of the best” investment ideas. You will learn how to build a risk managed portfolio and pick investments that have a chance at life changing gains.

So, here, I will ask you one simple question. Are you ready to take less risk, but make more money? If you are, please join us today.