Tuesday, January 16, 2018
As we enter the new year it is very difficult not to be optimistic...borderline exuberant. The Tailwinds Select Portfolio has been on a tear lately, closing the year with a bang. If gaining 20% in the last two months...
As 2017 winds down to a close, it's easy to judge Tailwinds' performance on the stock picking side. For the year, we have a gain in the portfolio of around 40%, which beats all the indexes out there, particularly...
As I type this article, Bitcoin is flirting with entering a bear market. This week's newsletter highlights three relatively underfollowed, or misunderstood, stories in the background. Each of which alone virtually guarantees the arrival of a bear market. Together,...
In 1914 the Europeans (including the British) ruled the world. Their empires spanned the globe, their culture reigned supreme, financially they were the center of the world, their science was a marvel and they had convinced themselves and a...
I have often said that as traders, it is not our job to pass judgment on what should be, but, instead, to take advantage of what is. I will try to stick to that mantra when discussing the US tax “reform” package, but...
Times are good in the market. Really good. It seems that every time there's a hiccup in stocks, they simply pause, then accelerate to new highs. The latest run up was related to enthusiasm over the republican's tax plans,...
Today’s post is an important one. I might have put Grandma in the trunk, but the coming struggle between generations is no laughing matter. It very well might end up being the defining theme for financial markets in coming...
On December 14th the FCC Open Meeting is going to vote on whether or not to retain Net Neutrality. Being as how the FCC's chairman is strongly against retaining it, Net Neutrality will be ending shortly after the vote. In...
In the twenty-first century, AI techniques have experienced a massive surge in interest following concurrent advances in computer power, large amounts of data, and theoretical understanding. Companies are focused on it, Google has rebuilt their software around it, and Mark Zuckerberg...
Peter Treadway is the author of The Dismal Optimist and graciously allows Tailwinds to republish his blog pieces.  Recently, it seemed like the stock market had parked the tech sector in a penalty box of boredom while the old dogs of...
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