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Bluemound Asset Management is a Boutique Investment firm and fee-only Registered Investment Advisor acting as a fiduciary in your best interest.

Thought leadership from founder Kirk Spano as found at...

Letters & Reports

  • July 5, 2026

    Midyear Outlook: Debt, Interest Rates & Geopolitics

    Global debt and liquidity issues are meeting the AI infrastructure buildout and geopolitical conflicts. The result is persistent inflation and rising risk.

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  • January 11, 2026

    Managing Risk Amid Specific Opportunities Key In 2026

    2026 comes in with high stock market valuations and risks to the economy. Three U.S. debt walls are hitting and Japan is extremely fragile. Balancing risk with opportunity will be key to 2026.

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  • October 5, 2025

    Preparing For More Volatile 2026

    I am currently on a glide path to becoming more conservative in 2026 should it become necessary as I expect. We will let the markets tell us, but are expecting a tough 2026 as the U.S. refinances $11 trillion of debt.

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  • July 9, 2025

    2025 Semiannual Report: Expect More Volatility

    While I do not expect a collapse, the risk of a significant correction and economic slowdown, due to transitions in the financial system, is higher in my opinion. I am managing risk while looking for opportunities in volatility.

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  • April 7, 2025

    2025 Q2 Outlook & Game Plan With A Look At Risks

    The stock market has had a minor correction so far this year. We are managing risk with the idea that there are is more uncertainty than usual. There appears to be multiple catalysts for more downside.

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  • December 18, 2024

    Parsing Out Scenarios For 2025

    2025 is setting up to be a choppy year with rallies and corrections. We will have to be mindful of our risk as always, but also look for opportunities to buy the dips.

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