Articles by: Kirk Ydu

Bluemound Investment Strategies

Asset allocation is at the heart of successful risk management and investing. If you avoid the worst parts of the economy, research demonstrates that you can materially reduce risk and improve performance. Bluemound Asset Management, LLC offers five core investment strategies. Each asset allocation is designed for different types of […]

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“Very Short Lists” Watchlist Universe

In doing investment research, I first screen for ETFs and companies that make an initial cut. This cut is rather rigorous, but it is only our first step at reducing risk and finding opportunity. The next step is to do the deeper dive research into each holding. That research informs […]

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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 […]

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Core Bluemound Investment Strategies

The linked document is a brief outline of the primary investment strategies that Bluemound Asset Management, LLC offers. Please take a look and contact Kirk Spano to discuss how these ideas might help you build and protect your financial freedom. Before proceeding, please read our terms, conditions & disclaimers.

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4th Quarter Outlook And Game Plan

This piece is normally reserved for clients and people registered with BluemoundAM.com. I am making it available due to the urgency that I believe it represents. The stock markets are in increasing danger. Here is a link to my weekly webinar that is available on YouTube on a short delay: […]

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Long-term First Solar Investment

I have made the case that the world is changing at an accelerating pace. No longer should we expect technology to take decades to change industry. Machine learning, human experience and social attitudes of younger generations are moving the needle faster each day. I have also discussed that climate change, […]

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Alphabet (Google) SWOT Report

Alphabet (GOOG) (GOOGL) operates the popular Google brand of internet search and related products such as: Google Maps, Ad Words, Chrome browser, Android, Google Cloud, Commerce, YouTube, Google Play, and hardware such as the Pixel smartphone. Alphabet also runs other businesses such as: Nest (smart home products), Waymo (autonomous vehicles), Access […]

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Encana SWOT Report

Encana (ECA), post merger with Newfield Exploration (NFX), is one of the largest producers of unconventional oil, natural gas, and NGLs in North America. The company operates three segments: Canadian Operations – includes Montney and Duverney USA Operations – includes Eagle Ford, Permian Basin, Williston, Uinta, STACK/SCOOP Anadarko, and Arkoma. Market Optimization – […]

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