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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

July Recap, August Preview

This past month is best described as tricky. July is often that way for investors. Volumes are light and traders tend to take time...

Four For the Fourth…The Half Year In Review

As we round out the first half of 2019, I'd like to wish a happy early birthday to America. The last six months were,...

Markets Trade Down In May…June Preview

I'm not sure why, but it seems that every time I feel the Tailwinds' Portfolio is poised for big gains, the market enters a...

Spring Loaded

As I look out my window, the first few flowers are appearing on the branches of my tree. Despite the torrential rains of last...

Every Company Has A Great Story…Which Ones Do We Believe?

Earnings season for microcaps came and went during the month of August. Well, we call it earnings season but, when you're betting on future...

July Performance Review…Risk Off In TW’s Universe

July marked a second straight month of negative returns, with the portfolio down 1% over the 31 days. This equals the return of June...

April in Review and Thoughts on Portfolio Management

Two weeks ago I made an adjustment to the grips on my mountain bike. Rolled them forward a little bit. I had been feeling...

Bidding Farewell to January; What Lies Ahead…

The beach at Manele Bay on the island of Lana’i, where we were fortunate enough to spend the last week, is a wonderful spot....

September Performance Review…Total Portfolio Return Now at 40%

Well, the market certainly skated through the two weakest months of the year with flying colors, didn't it? Historically, August and September are the...

August Performance Review…Bring Back the Traders!

Well, we still have one more day of (slow) trading before Labor Day, however I feel comfortable in saying goodbye to the Dog Days...
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.