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 […]Read More
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]
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 […]Read More
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 […]Read More
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 […]Read More
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 […]Read More
Register or log-in to read.Read More
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
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