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

If you’d like to subscribe to receive our newsletters via email, just shoot me a note…daniel@tailwindsresearch.com

Cash is King

After several weeks of lower stock prices, the market this past week decided that the looming bankruptcy of the world's largest real estate debt...

When The Tide Goes Out, You See Who’s Swimming Naked…

The markets had another downward-trending week since the last newsletter. However, the overall tone of the market felt better from a micro-cap investing standpoint...

Rolling Over? Markets Look Toppy To Me…

As I wrote about last week, we are entering what is historically the worst stretch of time for the market. I'm not sure why...

A September To Remember?

I read this week where someone said, "the short story is always sexier." There's certainly a lot of truth in that. Here in September...

Small Caps Rebound…August Recap

I'm calling it a month. Normally, I'd wait until August is officially over before recapping things, but, since we only have two days of...

Old Fashioned Sunday

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...

Summer Stocks

The markets seem to be quieting down as summer heats up and traders are heading to the beach for the last few weeks of...

My Saturday Rant…

If you've been reading this newsletter for longer than two weeks, you likely have come to realize that I'm an investor not a trader....

Are We Having Fun Yet? Bull Ride Continues

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...

July About to Close With a Bang?

Last week wasn't a bad week for the markets at all. With a nice two day rally to end the week, the Russell 2000...

Back In The Torture Chamber

With the S&P 500 hitting new highs recently, continuing the rally from last March's lows, we are all having a great time, right? Uhhh,...

Kentucky Bluegrass

In a holiday shortened week, this newsletter comes from Kentucky where the TW household is attending a family wedding. Throw in a side journey...

Let’s Get Ready To Rumble (2nd Half Preview)

To steal a line from Charles Dickens, "It was the best of times. It was the worst of times. Then it was pretty darn...

Hoping for Fireworks

As the market seems to be slowly settling into summer, volatility is dropping and news flow is getting sparse. Amazing to think this is...

Put The Hammer Down…Backgammon Lessons

Back in February, on our trip to Miami, I was fortunate to be introduced to a friend of a friend named "Phil". Phil just...

Stock Picking Wins This Week

It was another great week for TW as the pendulum appears to be swinging full speed in our direction. This while the overall market...

Oregon Trails

Greetings from Ashland, Oregon where my tour of the west coast is ending in fine fashion. The biking here is outstanding, the meals our...

Reversal of Fortune

The pendulum had swung too far. Simply put, companies that are funded and executing on their gameplan cannot go down forever. Eventually they find...

Gas Lines and Inflation…Is This The 80’s?

This past week saw yet another ugly market for micro-caps as the whole investment community seems to be increasingly worried about inflation and interest...

The Beatings Will Continue Until Morale Improves…

Okay, I was early. I admit it. But, unless growth stocks never rally again, biotech in particular, I'm 100% convinced that buying at these...

Alpha-Bet Soup

There are times when stock picking isn't the most important part of your investment strategy. When all that matters is being in the right...

The Lows Appear To Be In Place

Earlier this year I was preaching caution. The markets were en fuego and, simply put, this cannot last. While I run pretty fully invested...

How Long Can You Hold A Soccer Ball Under Water?

Last week I wrote about INmune Bio (INMB). In that piece, In Defense of INmune, I discussed the increasing spread between perception of what's...

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...
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.