About: Kirk Spano

Kirk Spano

"World's Next Great Investing Columnist" --MarketWatch

Kirk Spano is a contributing analyst at FATRADER who focuses his research on sustainable investing and its intersection with, what he has dubbed in the press, the "smart everything world." He was named the "Next Great Investing Columnist" at MarketWatch and now contributes regularly to Seeking Alpha. He is also a top-rated analyst at TipRanks.

Kirk has managed money for affluent clients since 1996. He founded Bluemound Asset Management, LLC, a fee-only registered investment advisor, in 2010 to break-away from the underwhelming brokerage industry. Bluemound has become a "sustainable investing" firm in response to the massive trends underway globally and the need for clients to transition away from investments in dying industries. Kirk believes that sustainability is a moral social issue, but that it is also the most likely place to make outsize profits in coming decades.

Kirk has covered technology since the 1990s and sidestepped the “tech wreck” for clients. In January 2008, he wrote: "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." He also predicted the shale boom (2011) and bust (2014) ahead of almost the entire market. Kirk’s move to fully focus on sustainability issues, including alternative energy, smart grid, EVs, agriculture, healthcare and water among other topics, is borne of the massive secular trends he sees developing.

Kirk’s analysis has been shared with hundreds of subscribers to previous investment letters and millions of readers of his columns. He is primarily a position trader for core positions and uses quantitative analysis for swing trading. His approach, which analyzes secular trends, government and central bank policies, fundamentals and price trend analysis, can be adopted by growth investors and income seekers alike.

Story Archive

Invest In Disruption And Sustainability

"Buy the disruptors, sell the disrupted." This was the message from Stanley Druckenmiller earlier this year at The Economic Club of New York. As the economy changes, I would reiterate what I have been saying since FATrader launched earlier this year, focus on changes in tech, healthcare and the energy systems, that is where the most disruption is.
By Kirk Spano

More Reason To Invest In Invesco

As passive investments continue to take over the market, we will see market movements more a cause of stock movements. For Invesco (IVZ), this is good.
By Kirk Spano

Use Corrections To Add Sustainability Stocks

Albemarle, First Solar, Cisco, Enphase and SolarEdge are all companies that are benefitting and will continue to benefit from the emergence of economic alternative renewable energy, the smart grid and energy storage. Look there to rotate your utility allocation.
By Kirk Spano

Permian Focused Oil Stocks To Buy Now

With Chevron bowing out on the Anadarko battle with Occidental, that leaves quite a few companies in play again. Both Chevron and Exxon are likely to expand their footprint in U.S. shale in coming quarters. A spread of calls across the most attractive buyout and merger candidates could generate outsize returns as M&A activity takes place in the Permian American oil patch. Here are the 10 Permian oil stocks to target for potential M&A activity.
By Kirk Spano

350.org And Norway Are Beating Down Oil And Gas Stocks – For Now

What we have seen for the last few quarters is an acceleration of the fossil fuel divestiture movement due to the climate change thesis of many fiduciaries.
By Kirk Spano

Your Debt-Free, Profitable First Solar (FSLR) Stock

Today, I will discuss the first solar stock that you need to add to your portfolio. A debt free company that is leading the way in utility scale solar development.
By Kirk Spano

Amazon v Microsoft & Tesla v The World

The winner of the Pentagon contract will supply cloud services as the backbone to data collection and storage for Defense Department. Plus, Larry Ellison and Tesla are a match made In purgatory.
By Kirk Spano

3 Headwinds For Summer Stock Market

Sell in May and go away. We are in that season where you will be blasted with seasonality articles. That's only one-third of this article though. There are actually three things conspiring to drive markets lower soon.
By Kirk Spano

Here’s Some Of What The Jobs Numbers Tell Us

The Friday jobs numbers once again pointed to mostly minor restructuring within the economy. There are a couple big trends developing, however, that are have predictable outcomes.
By Kirk Spano

Tesla (TSLA) Set For A Beat?

Perhaps the company most tied to the sustainable investing trend is Tesla (TSLA). Even more than solar, which has long been the go to for tracking sustainable development, Tesla is a lightning rod for bulls and bears alike.
By Kirk Spano

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