Tailwinds' Newsletter brings you macro-oriented views on the latest global news.

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In Defense of INmune

I invest in "public venture capital" stocks. The typical company around here is early stage, has no revenue and is burning cash on a...

A Catalyst Filled Quarter Lies Around The Corner

My wife and I spent Good Friday in the car, driving up to Massachusetts to visit my number one newsletter fan; my mother. It...

2nd Degree of Risk

Investing in micro-caps always involves a high degree of risk. This risk can come in many different forms as well. For example, looking at...

Sitting On My Hands

My Investment Style...It's Not For Everyone But It Works For Me I'm often asked why I don't trade more often. Many of my stocks make...

Technically Speaking

I've always thought that technical analysts were like lawyers; you can always find one who will tell you what you want to hear. That said,...

Blood In The Water

Good Morning Vietnam! Okay, I'll confess to exaggerating a little; I neither live nor work in a war zone. It only just felt like...

Keep Looking Forward

Many people commented that I took a good week to be on vacation, what with the market (especially in micro-cap growth) being decimated. Nothing...

Miami Advice

The past year has been all about the pandemic. First it was about selling everything. Like every other market meltdown, it was viewed as...

Heard On The Street

When I started in this business in the 1980s, "Heard on the Street" was a market moving column in the Wall Street Journal. R....

Riding the Waves

This is without a doubt the most amazing market of my career. It's obviously a bull market as indexes continue to head higher. But,...

The GameStop Impact…January In Review

What a crazy way to end a wild month, huh? As GameStop (GME) continued to rally in the face of shorts, Robin Hood required...

When Will The Music Stop?

When you write a newsletter, being speechless is not a great place to be. However, what I'm seeing in the market right now leaves...

Next Up? INmune’s Big Week Finally Arrives

Frequently I hear from investors that something sounds, "too good to be true." And, being honest, more often than not, that's the case. But,...

BOOM…Atomera Deal Highlights Another Bull Ride In The Market

Nothing seems to be able to get in the way of this bull market. An insurrection in DC? Yawn. The next administration taking on...

TW’s Top Ten For 2021

Can I breathe now? Seriously, I think I held my breath the last three weeks of 2020 just hoping that nothing would derail the...

Ho Ho Ho, Santa Rally Caps Bizarre Year

They say the best presents come in small packages, right? Well, Santa is delivering this year in a big way. And, the best gifts...

The Squeeze Is On

This week saw a continued rally in the market with smaller stocks continuing their outperformance. It has been an impressive run and looks likely,...

Climbing The Wall Of Worry…

That certainly was a crazy week. The news from our companies was positive, the news on the CoronaVirus was negative, volatility within our coverage...

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...

A Micro Thanksgiving

Thanksgiving is usually a time to gather with friends and family to celebrate life. My favorite holiday of the year, it was always a...

The Biden Rally

As most of my readers know, I reserve Saturday mornings for writing my weekly newsletter. This week, however, Saturday morning marks the arrival of...

Moving Week

What do Donald Trump and I have in common? We are both in the process of moving... This week we found out that Joe Biden...

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...

This Week In Moab

Having written a newsletter for almost 200 consecutive weeks, I didn't want to miss this week. But, I am mountain biking in Moab Utah,...

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...

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,...

Under The Radar…Key Data-Points From The Last Week That Nobody Really Noticed

The easiest way to make money in the market is trading off of insider information. It is also highly illegal, will put you in...

Hello Fall!

What a difference a week makes. Last Saturday I was writing about an epic (for Tailwinds) stretch of performance and salivating over all the...

Goodbye August (almost)…

Okay, I know it's not the official end of August...that takes place on Monday. However, due to the fact that the month is basically...

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...

July Recap, August Preview…Best Month Yet at Tailwinds

Here I am on my first plane flight since Covid became a word used in our everyday vernacular. Things seem pretty much the same...

This Week at Tailwinds

With social distancing the norm, the 4th of July was much quieter than normal this year.  However, in the stock market, the second half...

Happy 4th of July…A Review of June and Other Notes

With June closing out, we can now reflect on what was the best quarter the stock market has seen since the turn of the...

This Week at Tailwinds

Having just about reached the halfway point of 2020, I can honestly say I'll never forget the last six months. At times I wish...

Summer is Coming

When you receive this newsletter, it will be June 21st, the official start of summer. Typically for stocks you have a summer doldrums, "sell...

This Week at Tailwinds…Scratching My Head

Perhaps it's because I've not seen the barber during the pandemic, but the market has me left me scratching my head. Some recent stock...

Three Disruptive Plays…And Other Thoughts From Last Week

The world of micro-cap is full of little stocks with big ideas. It seems like a large number of these companies have no sales,...

Bada Bing Bada Boom

As if on cue, the market took a turn lower last week. This will be but a quick note on the market, as I'm...

The Week In Review

The market continues to ignore my bearish calls and, instead, keeps chugging higher. I'm at a loss to explain this, as are most professional...

The Eye Of The Storm…This Week In Tailwinds’ World

Well, I've been expecting it and it appears that it's here. The market put up one of its best months ever in April, but...

This Week in Stocks

While the markets may not have had the most volatile week of the year, nor come close, it was a very topsy-turvy five days...

Saturday Morning Ramblings…

Another great week in the market. The economy is in free-fall, unemployment is skyrocketing and stocks can't stop going up. How is this possible?...

IF Alpha?

My biggest concern last fall was, "what if Bernie gets into office?" This fear was driven partially by the fact that the market would...

Take a Deep Breath…Updates on the Market and Several Stocks

My Take on The Market This was a good week in the market, which was a welcome relief. We had a big bailout announced by...

There’s Blood In The Streets…

Normally I love my Saturday mornings. This is when I write the weekly newsletter and it gives me a chance to review the prior...

Earnings For Tailwinds Kicks In, Plus The Week In Review

With the market taking a further beating from CoronaVirus fears, we could all use a little good news. So, I'll enthrall y'all with the...

Thoughts From Last Week

This feels like a very strange time in the market. Usually markets overreact to news. Violent swings to extreme levels are the common occurrence...

Thoughts From The Last Week…

Lots going on in Tailwinds' universe recently. Here I recap conversations and observations from the prior week's trading... This screen shot says it all...if Druck...
DFC Advisory Services LLC (dba TW Research Group) is an investment adviser. We are also compensated for publishing information on certain companies. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.