I know that this weekend most folks are shopping, buying Christmas trees and wondering how they ate so much on […]
Investing 2020s Blog
Welcome to the Kirk Spano’s Investing 2020s blog. Here I cover macro themes as discussed in my Investing 2020s webinars on YouTube and podcasts on Soundcloud (and everywhere). Get our free chartbooks as a free member to Fundamental Trends.
Will Saudi Arabia Surprise us Again?
In 2015 we saw a lot of stocks get annihilated as market leadership narrowed. Hedge fund darlings were flipped from running higher […]
Energy Reaching Max Pain
Today the price of WTI crude oil rose 3.19%. Normally that would be a hugely bullish sign for oil, however, […]
Stampedes of the Momentum Traders
Over the course of this year I saw something in markets that early on I couldn’t explain. I suspected that […]
Janet and The Feds Get Their Cover
Since spring, people have been obsessing about whether or not the Federal Reserve will raise interest rates this year. While […]
Observing a Topping Process
For about a year now I’ve been talking about the broad market being in a topping process. Here’s another chart […]
The potential impact of war
War is not something that we want to think about, but it is a reality in the world. Since peaking […]
Asymmetric gains coming in 2016 in energy rebound
I do not mean to hype, however, I believe we are looking straight into the face of an asymmetric profit […]
Adding more Exact Sciences with GTC limit
It is clear to me in reading USPSTF documents on understanding their ratings that Exact Science’s Cologuard has attained an […]
Quarterly Letter
In autumn of 2011, I wrote in MarketWatch’s “Next Great Investment Columnist” competition, that one thing was going to change everything for America. That […]
Buying Exact Sciences stock – EXAS
I am adding to Exact Sciences (EXAS) positions. I am recommending addition at the open today. I am listening to […]
End of Quarter Thoughts – Q3 2015
The middle two quarters of the year were rough for me. Not only did I get into energy after it […]
Using the bear market for future gains
This week I finally declared “The Bear Market has Begun” on MarketWatch. If you are sitting 25% to 50% cash […]
Vacation is over
On “bucket Monday” I left for the east with a friend and my dog. Much like my trip to Seattle […]