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Kirk Spano’s Letters & Reports
Kirk Spano Letter HistoryThese are my periodic letters for clients and the interested. My first annual letter is from January 2008. In that piece, I pointed out problems with the real estate and financial markets. I foreshadowed the financial crisis, when I said this: "The volatility we saw in 2007 is not likely to subside in the short run. In fact, I believe that the problems at Bear Stearns are the tip of the iceberg regarding problems that are likely to emerge in the financial sector." In 2009, in response to the financial crisis, I started writing more regularly in an effort to help others, and myself, better understand what I later dubbed in the media as the "slow growth forever" global economy.
Embrace Change And VolatilityToday, I am publishing material to help investors adapt in an era of rapid change. These changes are impacted by aging demographics, climate change, global debt, technological advancement and geopolitical challenges. By embracing change, we can make volatility our ally. Sustainable investing strategies can be the anchor that both builds and protects your financial freedom. You can follow me on Seeking Alpha and regular webinars I do on my YouTube channel.
Kirk Spano's Letters And Blog Posts[catlist id=68]
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 […]Read More
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.Read More
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: […]Read More
With the flow of money out of “old economy” and “grandpa stocks”continuing, using corrections to upgrade our asset allocation is an essential idea. Already, we have raised cash on anticipation of a summer correction.Read More
I first invested in gold stocks back in 2000. I sold my last gold stock about 7 years ago. That turned out to be a good decision as gold and gold stocks have been pretty bad the past seven years. As you can see above, the return from gold and […]Read More
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, […]Read More
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 […]Read More
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 – […]Read More