Three Months Down
If you like roller coasters, investing in TW's universe certainly gave you thrills in the first Q. Our portfolio was up 15% in January,...
Counting Down to Catalysts
This past week Mrs. Carlson and I got the opportunity to tour the West Wing of the White House. A really unique and exciting...
June in Review
Okay, so I lied. I said that I wouldn't have a newsletter this week but couldn't help myself and here we are with a...
Happy New Year!!!
Investing in micro-cap stocks with a 3-5 year time horizon, which is my expectation for a holding period every time I enter a position,...
Trick or Treat? October Review
Back when i was a kid, every Halloween the news covered stories of some whack job that would hand out apples to kids. The...
October Awaits
September to remember? I had such high hopes. Sadly, it turned out to be a very forgettable month and I'm happy to have it...
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...
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...
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...
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...
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...