The Micro-Cap Rally Continues Full Force
November was truly a month to remember for the markets. The best month in over 40 years for the Russell 2000 saw that index...
Pfizer Develops a Vaccine…Implications for Tailwinds
On Monday morning, Pfizer (PFE) announced that they have a very effective vaccine for Covid-19. This, combined with what appears to be a clear...
Sell Mortimer, Sell!!!
What do I want to say? That's the question that comes into my head every Saturday morning. This newsletter is an opportunity. An opportunity...
Time for Small Cap to Shine?
Small and micro-cap stocks have underperformed the market for quite a while now. Since I started Tailwinds in August of 2016, the Russell 2000...
Post Traumatic Investment Disease Redux? Nah, Just A Dose Of Reality
Having survived the rocky cliffs of Moab, I think I jinxed myself with last week's cover photo asking "What could go wrong?" Turns out...
Dyadic Updates Market on COVID-19 Initiatives
Tailwinds' Take: DYAI has a number of balls in the air when it comes to Covid-19. We continue to believe that the pandemic is...
The Final Push…
Like the debate, 2020 has been a sh**-show. Pandemics, political divisiveness, fires...it's not been a beach party to say the least.
Yet, here we stand...
Wrapping Up A Chaotic Week
Markets were very volatile this past week, trading back and forth like a game of ping-pong. There's little doubt in my mind that the...
Dyadic and VTT Are Developing an Efficient New Production Method for Covid-19 Vaccines
Tailwinds' Take: Dyadic's disruptive technology is being explored for use in vaccine production by many partners. There's an excellent chance they will be successfully...
West Bound and Down
After fortuitously sheltering in place on the east coast for seven weeks, we are heading back for CA this week. We seem to have,...
Dyadic Announces Collaboration with Jiangsu Hengrui Medicine for Biologic Drug Development
Tailwinds' Take: Jiangsu is one of the two largest pharmaceutical companies in China. "This is a major shot across the bow of big pharma,"...
This Week at Tailwinds
Stocks continued to climb the proverbial wall of worry last week, with the S&P briefly managing to touch an all-time high and the Russell...
Dyadic Announces Second Quarter 2020 Results and Highlights Recent Company Progress
Tailwinds Take: Dyadic continues to execute on their business but the street will likely focus on the ATM and pressure the shares. When we...
OnTrak For A Great Year
Telehealth was the all the rage this past week. First The Centers for Medicare & Medicaid Services (CMS) is proposing changes to expand telehealth...
Random Thoughts on a Number of Stocks…
There's certainly a lot going on in the world at large right now and none of it seems too good. Covid-19 refuses to go...
Dyadic International Announces Fully Funded Human Health R&D Collaboration with a Top Five Pharmaceutical...
Tailwinds' Take: as we said recently, the onset of Covid-19 is driving recognition and rapid adoption of DYAI's C1 technology. The pipeline is bursting...
Previewing the 2nd Half of 2020…and Other Updates From The Week
Greetings from...wait for it...Ashland Oregon. Yes, it was so good, we came back for more. The weather here is great, the riding is outstanding...
Dyadic Announces Two New Fully Funded Collaborations with Leading Global Animal Health Companies
Tailwinds' Take: the momentum in Dyadic's business is growing. They are on the verge of changing the production of a large chunk of the...