While the bankers and fund managers are heading out to the Hamptons for vacation, micro-cap earnings season kicked in last week and news flow in general seems to be picking up. I've been saying that the 2nd half of...
TW's Take: Good execution but conservative guidance due to possible (as yet unseen) impact from the Delta Virus. Love this company longer term. We'll see if the market looks through the guidance and focuses on the bright future. LIVERMORE, Calif.--(BUSINESS...
The "bull" market continued this past week although it showed signs of tiring. Which is good because the bull ride we've been on resembles one at the Calgary Stampede. While the S&P 500 hits new highs, micro-cap growth is...
To steal a line from Charles Dickens, "It was the best of times. It was the worst of times. Then it was pretty darn good again." And now we have reviewed the first six months of 2021 and can...
It was another great week for TW as the pendulum appears to be swinging full speed in our direction. This while the overall market continues to push to new highs and all eyes remain fixated on the Fed, inflation,...
Greetings from Ashland, Oregon where my tour of the west coast is ending in fine fashion. The biking here is outstanding, the meals our crew cooks up are incredible but the ability to write a coherent newsletter is rather...
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