Kirk Spano's Fundamental Trends
"The Only Thing That Is Constant Is Change." Manage Risk and Seize Opportunity in an Era of Change.
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From my keyboard...

A sampling of some of the analysis I've made that has come to pass is or happening now...

"The volatility we saw in 2007 is not likely to subside in the short run... 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."
January 2008 Letter to Clients
"2012 marks the year that the United States accelerates its transformation from a military super power... to a natural resources super power which is able to support peace without as much use of its armed forces."
MarketWatch December 2011
"I believe there is a high probability that we do move to the low end of the oil-price range later this year...That's not to say there can't be out of the ordinary price plunges..."
MarketWatch June 2014
"Oil just entered a new bull market phase by rising 20% in price since I started imploring people to buy oil stocks a few months ago... make no mistake about it, oil is going to rise dramatically in the next few years... until electric vehicles take hold."
Seeking Alpha October 2017
"...investors have two opportunities for asymmetric gains emerging. The first is to position trade... oil investments made now. The second opportunity is to find companies that will thrive in an EV, solar and smart grid future..."
Seeking Alpha December 2017

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Member Investing Section

Stocks
Stock research from multiple sources and Kirk Spano's investment approach.
Stocks
ETFs
Global ETF research and tactical asset allocation strategies.
ETFs
Options
Conservative option selling strategies for income & stock accumulation, as well as, select asymmetric growth opportunities.
Options
Models
Model portfolios designed to offer asset allocation & risk management guidance .
Models
Member Forum

From My View...

Welcome. The content below is free to the public. It might be worth what you are paying for it. Having studied economics and being in finance for over two decades, I have learned that only one thing is certain - that almost nothing is certain. As we endeavor to come up with our best analysis of the world around us, the opportunities and risks, we have to try to overcome a myriad of issues including our own ignorance, biases and emotions. What follows are my attempts to overcome those obstacles. Welcome to my view - publishing Monday and Friday afternoons.

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Category: View

This has been one of those weeks, I get a few per quarter, where client demands pile up. As is predictable, it happened the week before I plan to travel. I will be writing on the trip out west. 

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Category: Stocks

This month I am introducing a new regular article to help keep our investing tactical and organized. Below, you will find a summary of my short and intermediate term outlook, as well as, a chart of all the stocks that are buys or close to being buys. The chart is complete with buy orders, notes and option trades for managing risk, generating income or leveraging for asymmetric upside gains. 

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To read more, a subscription is needed: Click here to subscribe Target Trades November 2017

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Category: Models

I am providing two model portfolios for equities in order to give some guidance to portfolio structure. We know that volatility is about 90% dependent on portfolio asset allocation and construction. As a result, we want to have a process that is easy to understand visually for building our asset allocations.

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To read more, a subscription is needed: Click here to subscribe Model Portfolios Q4 2017

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Category: Stocks

SunPower (SPWR) is on my "Very Short List" of about 100 stocks that can lead in the next decade. It is now a holding of mine, as the October $7 puts I sold about a month ago were assigned to me on Friday. I am very happy with a net cost a shade under $7 per share. I'd be happy with any price in the $7s and might add more soon.

Read my article on Seeking Alpha to find out why I think SunPower could be a Peter Lynch style 10-bagger stock, i.e. 1000% gainer...

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To read more, a subscription is needed: Click here to subscribe Buy The Uncertainty In SunPower For A Potential 10 Bagger

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Category: Stocks

Our "Very Short List" is composed of approximately 100 extensively researched companies that are poised lead over the next several The Very Short List list includes the:

  • Fundamental Leaders group of strongly profitable companies trading at value prices often paying a dividend or engaging in buybacks.
  • Emerging Leaders which have catalysts that could lead to explosive growth. This group also includes highly cyclical stocks, such as energy stocks. 

I also have denoted the companies that are on our Dividend 30 and Growth 30 sublists. The Dividend 30 is ideal for those in retirement looking for income streams and those with deferred retirement accounts (IRA or self-directed 401(K)). The Growth 30 is where we are likely to find companies that can triple or more in price with several years. 

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To read more, a subscription is needed: Click here to subscribe Very Short List Q4 2017

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Category: View

Check out this 8 minute interview where we talk about the future of electric vehicles and the oil markets.

Click here to see and hear: https://cheddar.com/videos/180529

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Category: View

As most of you are coming to know, I wear my heart on my sleeve sometimes. Trust me when I say it used to be much more dramatic. If you read my Quick Thoughts from Lake Winnipesaukee or Very Quick Thoughts from the Rock and Roll Hall of Fame, then you can see I look at things through the prism of life.

Life is about finding happiness, and money is just a tool. We all need to remember that money is not the most important thing in our lives and that other decisions will impact us much more, for far longer. 

On this site, with this service, we are here to make money. I can tell you after 25 years in the financial industry, there is no more valuable trait than being able to control your emotions when analyzing something. I think that lesson is true for other things in life as well. 

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  1. Quick Thoughts On Energy, Options Expiration And Market Action
  2. Back to Work
  3. Quick Thoughts from Lake Winnispesaukee
  4. One Threat From OPEC Can Finish Off Most Deepwater Oil Drilling
  5. Deep Water Drillers Are Doomed Even If Oil Prices Surge
  6. Very Short List: Q3 2017
  7. Did President Trump Just Say "Solar?"
  8. Missing Risk Premium Could Lead To Oil Price Shock
  9. That Cagey Janet Yellen
  10. Sell in June to Avoid Summer Swoon?
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Investing & Trading A Deliberate Approach
“The stock market is designed to transfer money from the active to the patient.” - Warren Buffett
My "Very Short List" Top Stocks for the Future
The companies that will lead the economy in the next decade providing growth and income for investors.
ETF Asset Allocation Tactical Investing
A global approach to managing risk and capturing opportunity using value & trend following.
Special Reports Analysis & Outlooks
Understanding and investing in the "Slow Growth Forever" global economy and other mega-trends.
Sign-up for the Fundamental Trends monthly digest, complete with a free piece of "member's only" research & periodic special reports...
Past free pieces of research have included Abbvie, Apple, Exact Sciences, Facebook, Intel, Micron, Nvidia, PayPal, Shopify ... find out what's new.