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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Stock research from multiple sources and Kirk Spano's investment approach.
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ETFs
Global ETF research and tactical asset allocation strategies.
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Options
Conservative option selling strategies for income & stock accumulation, as well as, select asymmetric growth opportunities.
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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

The New Year is here, so it is time to look back at the past year. For us, 2017 was great! How will 2018 shape up? I have a plan for that.

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Category: View

If you have been reading my little letters on holidays then you know I like to put a positive spin on things, even of a serious nature. Today is no different. 

First off, let me wish you all a very Merry Christmas and whatever Happy Holiday that you might otherwise celebrate. Frankly, I have come to respect the Festivus made up holiday for its airing of grievances. With that in mind, let me air some.

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Category: Exchange Traded Funds

In an age where valuations are high, we are carrying some cash, flash crashes are not terribly uncommon and the next flash crash could be a doozy, I thought it made sense to talk about QQQ again.

The PowerShares QQQ ETF (QQQ) is the vehicle I use to build a core asset allocation to a group of market leaders and also what I use for a quick buy if the market tanks while I'm not looking.

QQQ is my GTC limit buy order. It is the fund that I said is The Only ETF You Need To Start Investing.

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To read more, a subscription is needed: Click here to subscribe Quick Thoughts: PowerShares QQQ

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Remember this chart from 2005 to 2007? It is what the S&P 500 (SPY) looked like then:

^SPX 2005-2007And here is what the S&P 500 (VOO) has looked like the past 3 years:

^SPX 2015-17

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Category: Stocks

The concept of dividend growth investing is a strong and good one for investors. However, the idea of dividends often becomes an emotional one for investors who then ignore declining fundamentals in stocks and rising market risks. The end result is that people who cannot afford to take large losses often suffer life changing financial pain at a time it is hard to overcome to having no earned income.

In today's piece I point out several risk factors that retired investors should be concerned with, as well as three stocks with fundamentals that might leave those shares as higher risk than many expect. I'm not fear mongering here, I'm simply suggesting that many people would be well served reevaluating the risk in their portfolios.

Please read the rest at: https://seekingalpha.com/article/4113894-oils-technical-path-80-per-barrel

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If you didn't see the dramatic escape of a North Korean soldier over the demilitarized zone a few days ago, you need to watch it now, it's monumentally powerful. If you have seen it, watch it again:

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Last Friday, my 18 year-old nephew and I flew out of Mitchell Field in MKE headed for Sky Harbor in PHX. I decided about a month ago to take him on a trip to visit his one year-old cousin, my other nephew. 

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  1. Quick Thoughts On Middle East Turmoil
  2. Target Trades November 2017
  3. Model Portfolios Q4 2017
  4. Buy The Uncertainty In SunPower For A Potential 10 Bagger
  5. Very Short List Q4 2017
  6. Cheddar TV Appearance: When Electric Vehicles May Run Oil Out of Town
  7. Emotional Control and Focus
  8. Quick Thoughts On Energy, Options Expiration And Market Action
  9. Back to Work
  10. Quick Thoughts from Lake Winnispesaukee
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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.