Monday, July 24, 2017
Short term, I’m very bullish on the stock market. We have, of course, the “January Effect”, a yearly phenomenon in which the market generally trades higher for the first 5 days of January. Then there’s the natural “End of...
Thursday, I went to a funeral Mass of one of our neighbors.  She had always been in good shape, never overweight, instead on the thin side. She was 66 years old. I drove by her house at least twice...
The media has been making a lot about the price of gold going down ever since Trump won the election. This is not exactly the case, as the price had been declining well before his come from behind victory....
Welcome to the first portfolio review of the Tailwinds Select Portfolio. At Tailwinds, we are always focused on microcap growth stocks. It is our goal to have a fairly concentrated portfolio of between 10 and 20 companies at any...
The bean market has been in an uptrend for a while. There has been a recent pullback in price, however. Is this run coming to an end? I don't believe so, as the technical analysis suggests that the recent...
Sometimes it pays to be in the right place at the right time. The guy whose seat gets called for the million-dollar half-court shot. Jed Clampett misfiring at his dinner and hitting Texas Tea. Donald Trump winning the election...
The insane scramble into US risk assets continues unabated this morning. Shorts have had their face ripped off, and we seem to be getting closer to that capitulation “just get it in at any cost” point. The Russell 2000 ETF is...
Day two at LD Micro brought a full agenda for Gary and myself, as we had back to back meetings starting at 8:30 and ending at 5:30, with only one 30 minute break in the middle. It's definitely the...
Gary and I are here in LA this week at the LD Micro Conference, where the weather is not nearly as hot as the market, which remains on a tear. While that's especially true for large caps, the micro...
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