These in-depth MoneyMastersSM paid courses feature the best strategies and techniques of the some of the most successful professional investors and traders in the nation. When you purchase any of these courses, you also get access to the video recording of the session for one full year. You can watch it multiple times on demand, pause, rewind, and take notes to ensure you get the most from it. Buy multiple courses and get 10% off additional purchases.
July 27, 2022
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2:00 pm to 4:00 pm EDT A Step-by-Step Process to Investing in Major 2020s Trends* by Kirk Spano - Founder, Bluemound Asset Management, LLC

In this course, Kirk Spano, founder of Bluemound Asset Management, LLC, will focus on a 4-step process that finds the right industries and stocks at the right prices. Kirk originally borrowed his approach from a pair of the most successful institutional investors in the world in the late 1990s. Since then, he has upgraded it into a step-by-step repeatable approach for all investors. Kirk's investment process has led to over two dozen "10-baggers" in his career and generates substantial income for retirees.

Having a process in a time of great change is important to minimizing risk, as well as finding the best investment opportunities for your financial goals. The first step for investors will be to "unlearn" a lot of the "wrong things" that have been narrated to them for years. If you can do that and control your emotions, you should be able to beat the market by a substantial margin cycle-over-cycle.

Step 1: Identifying Long-Term Secular Trends

Several trends are leading the investment universe and will continue to do so for the next decade. At the top of the list are:

  • Aging demographics which are deflationary.
  • 4IR technology which encompasses a wide range of tech innovations from biotech to fintech, IoT, Cloud, AI, and more. It is disinflationary.
  • The shift to cleaner energy is a response to inflation, energy security, and climate change.
  • A need for greater resources which is an inflationary trend.
Step 2: The Impact of Government Policy, Central Bank Policy on Timelines, and the Ultimate Outcomes
  • Government policy steers vast sums of money into and out of various industries. We must understand the impact even when we don’t necessarily agree.
  • Central banks control the money supply, i.e. liquidity and that control largely dictates cyclical trends in the economy and markets.
  • Kirk’s macro analysis has appeared in MarketWatch, Seeking Alpha, and other publications due to its futurist outlook and accuracy against the random narratives of traders and those talking their own book.
Step 3: Fundamental Analysis of Industries and Companies
  • All investing is value investing. Find undervalued assets and growth today, as well as, in the forecastable intermediate-term future.
  • Finding assets and growth that the stock market does not assign value to today is where the biggest gains are made.
  • Analyzing what future free cash flows and balance sheet development will look like 2-4 years out is crucial to getting ahead of the market which only looks out a year.
  • Large-cap stocks are highly efficient, meaning that most current and short-term forecasts are already baked into stock and industry ETF prices.
  • Small-cap and emerging markets stocks are most inefficient which offers a lot of opportunities when volatility creates an extremely high or low price.
  • Mid-cap stocks, which have led markets over full cycles this century, are where the best risk-managed returns generally are.
Step 4: Technical and Quantitative Analysis for Finding Great Entries and Exits
Kirk is a position trader, meaning most positions are held for several years through a complete market cycle, although, in fast-moving markets, some trades are 3-6 months.
  • Kirk focuses on quantitative analysis that looks for where the big money is interested in buying and selling.
  • Kirk uses multiple money flow analysis to forecast major price moves 1 to 2 years out. He has used this method to be significantly ahead of major market moves. For example, in late 2020 and early 2021, when ARK Investments Innovation ETF (ARKK) was trading above $120/share, he forecast (to great ridicule) that ARKK would fall to between $60-80 by 2022. It has in fact fallen below $60/share.
  • Kirk focuses on pivots at the edges of the market.
  • Scott “Shooter” Henderson, Kirk’s technical analyst and special guest, focuses on shorter more focused time frames for making entries and exits. He also swings-trades.
  • Scott’s approach uses a proprietary blend of technical analysis, Harmonics, and Elliott Wave Theory which is strong at forecasting the “madness of crowds” in the shorter-term time frames.
*$99.00 per person if purchased by 7/25/2022
$99.00 per person if purchased after 7/25/2022
If you miss the live course, you can always watch it on demand at a later date
July 28, 2022
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11:00 am to 1:00 pm EDT Stocks to Buy (or Sell) in the Months Ahead* John Dobosz - Editor, Forbes Premium Income Report & Forbes Dividend Investor John McCamant - Editor, Medical Technology Stock Letter Natalie Pace - Author, The ABCs of Money Tim Plaehn - Lead Research Analyst, Investors Alley, a Subsidiary of Magnifi Communities Kelley Wright - Managing Editor, Investment Quality Trends

The investment world has dramatically changed in recent years as markets responded to recession, consolidation, deflation, and the pandemic. Discover how this panel of ace stockpickers separate fact from fiction to maximize their profit opportunities. Hear their forecasts on interest rates, inflation, energy, and more. Each panelist will share five specific picks, and you'll learn which stocks are poised to soar, which are undervalued and ripe for picking, and which to avoid or sell!

Part 1 – Overview
  • Moderator will give a short overview of what the panel will be about, providing a bird’s eye view into the current economic and market conditions and investment opportunities in the current environment.
Part 2 – Individual Panelist’s Market Perspectives
  • Their overview of the economy and market forecast.
  • Which sectors they believe could outperform in the year ahead.
  • The best way(s) for investors to gain exposure to these sectors and limit risks.
Part 3 – Individual Panelist’s Stock Picks
  • Their specific stock picks and recommendations on how investors can make money in this market.
  • What key indicators investors should look for.
  • Different ways they use to identify winners and losers.
  • Recommendations of how investors should allocate their assets in today’s economy, etc.
Part 4 – Wrap-up
  • Panelists comment on other panelists’ picks and recommendations.
  • Moderator summarizes any trends noticed among the various picks.
*$99.00 per person if purchased by 7/25/2022
$99.00 per person if purchased after 7/25/2022
If you miss the live course, you can always watch it on demand at a later date
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