Kirk Spano Letter History
These 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 Volatility
Today, 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
- 2023 Could Be Volatile
- Not Out Of The Woods Yet
- Q2 2022 Quarterly Outlook & Game Plan
- Dividend Stocks On Our Short List
- Kirk’s Crystal Ball Into 2022
- Q4 2021 Outlook & Game Plan
- The Inflation Narratives Are Probably Wrong
- Companies We Are Watching
- 2021 Outlook
- Using REITs In Your Portfolio
- Freedom To Fold And Wait For A Better Hand
- Quarterly Outlook & Game Plan (April 2020): Coronavirus, The Economy And Investing
- Investing After Coronavirus
- Coronavirus And Asset Allocation Update
- 2020 Outlook & Game Plan: Navigating Overvalued Markets And Uncertainty
- The Transition From ICE Cars & Oil To EVs & Alternative Energy – And Our Broad Investment Thesis
- ETFs We Might Add
- Gold Is Attractive For The First Time In A Long Time
- Alphabet (Google) SWOT Report
- AT&T SWOT Report
- A Fast Moving Secular Trend Is Taking Hold
- Q4 2018 Quarterly Review & Outlook
- 2018: Rising Risk — But Upside Still
- Freedom From OPEC Is Getting Much Closer
- 2017: Challenges and Opportunities for the Trump Presidency
- Understanding and Investing in the “Slow Growth Forever” Global Economy
- 2016: A Stealth Bear Market Crashes In
- 2015 Will Be More Volatile
- 2014 Another Crossroads
- 2013: We’re Still Here
- 2012 Another Year the World Won’t End
- 2011 The Great Retrenching
- 2010 A New Decade of Crossing Mountains
- 2009 Letter: 2008 Was A Whale of a Year
- 2008 Letter: 2007 Was a Major Turning Point