Articles by: Kirk Spano

Companies We Are Watching

Here are some of the companies we are watching for possible investment, or that we have already invested in. Broken down into convenient lists, including sustainable growth and dividend collectors. Register for access.

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Freedom To Fold And Wait For A Better Hand

Over the past few years I have been playing in the World Series of Poker professional circuit. I’ve played poker since I was a teenager. People have been saying I’ve been lucky for 35 years. It’s not luck. One of the key lessons I have learned is that sometimes, the risk is to high to play or go all in. At those times, even if you have a good hand, it’s time to fold and wait for a better hand. […]

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Investing In The 2nd Half Of 2020

The following report covers where we are in the economy and markets. It has become clear to me that another correction is coming of some significance. The problem we face is whether the combination of Fed money and a potential medical miracle can stave off the worse case scenarios. I believe to an extent they can. However, that still leaves room for the bear market to resume. Speculative excess is high and the result is unlikely to be different this […]

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Quarterly Outlook & Game Plan (April 2020): Coronavirus, The Economy And Investing

Summary Structural slow growth was met by a cyclical slowdown and then whacked by the biggest economic shock in modern history. There are more economic shoes to drop and a second wave of Coronavirus is the most dangerous risk. Helicopter money came early as it was necessary to fend off a collapse. I suspect the helicopter money will propel a high growth period in the early to middle 2020s. Stocks are overvalued and investors are over zealous, there is likely […]

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Coronavirus And Asset Allocation Update

The Coronavirus Covid-19 is a human tragedy that is likely to hit the United States imminently. All of our hearts bleed for those affected and we wish for the best possible health outcomes. If you are up to date in reading my 2020 Outlook & Game Plan: Navigating Overvalued Markets And Uncertainty, then you are aware that I was cautious coming into 2020. Among things I was concerned about was “an early bought of volatility akin to early 2018.” Coronavirus […]

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Cyber Advisor Investment Firm

Bluemound Asset Management, LLC is a fee-only registered investment advisor acting as a fiduciary. That means, by rule, I am bound to work in your best interest. I have chosen this approach, despite most competing firms choosing less stringent ethics. I believe that insightful investing using technology to filter information and keep costs low are keys to your financial success. Bluemound offers a vast array of services by maintaining low overhead and tapping many resources. The many relationships I have […]

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The Transition From ICE Cars & Oil To EVs & Alternative Energy – And Our Broad Investment Thesis

I have been writing a lot about the transition from fossil fuels to alternative energy the past few years. One of the keys will be the moving to alternative energy will be the shift to EVs. The transition is clearly risky as we’ve learned in the short-term with some oil investments. The opportunities are also large. I invite you to follow along as I work through the analysis even deeper at Seeking Alpha. Here are a few pieces to get […]

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Investment Philosophy

My investment philosophy deviates significantly from most other traditional financial advisors. Before working with me it is important that you understand the differences in my approach.  Usually, the mass media, public at large and too many financial advisers are most interested in “hot” or “in the news” ideas which leads them to be emotional and unfocused. I seek a less emotional and more analytic approach to investing. Very often I will want to buy what others are selling, and sell what […]

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