Greetings from...wait for it...Ashland Oregon. Yes, it was so good, we came back for more. The weather here is great, the riding is outstanding and, in a complete shocker to those from the Bay Area, Mrs. Carlson can get...
With June closing out, we can now reflect on what was the best quarter the stock market has seen since the turn of the century. From the depths of despair to seeing the indexes recoup most if not all...
Perhaps it's because I've not seen the barber during the pandemic, but the market has me left me scratching my head. Some recent stock price movements are bizarre at best and often completely disconnected from reality. Case in point,...
Tailwinds' Take: I don't believe that Mustang could have had much better timing in getting this deal done. Fortress Bio (FBIO) is the largest holder of MBIO. WORCESTER, Mass., June 11, 2020 (GLOBE NEWSWIRE) -- Mustang Bio, Inc. (“Mustang”) (NASDAQ:...
Tailwinds' Take: these results are not at all unexpected, but they add further confirmation to the thesis that Avenue's IV Tramadol will be approved in October, resulting in the completion of their acquisition by Cipla. NEW YORK, June 05, 2020...
May was another strong month for the market as the stimulus package and expectations for a strong re-opening of the economy kept the rebound going. The last two months are the best two month stretch for the market since...
Moneyball: The Art of Winning an Unfair Game is a book by Michael Lewis about the Oakland Athletics baseball team and its general manager Billy Beane. The focus of the book is the team's analytical, evidence-based, sabermetric approach to fielding a competitive team despite having a small budget. In...
As most readers know by now, I love mountain biking. It's great exercise and there's a tremendous thrill to hitting a difficult stretch of trail just right. You see the one line that looks rideable, hit it with confidence...
As if on cue, the market took a turn lower last week. This will be but a quick note on the market, as I'm not sure how much value I can add. That is, if you've read my newsletters...
Tailwinds' Take: Fortress has a whole host of catalysts coming during 2020, as detailed in this shareholder update. Importantly, by breaking out the non-GAAP numbers, a path to cash-flow positive is detailed. Once Journey resumes rapid growth (post-Covid), we...
DFC Advisory Services LLC (dba Tailwinds Research) is a registered investment adviser. 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.