Andy Xie is an independent economist who has graciously allowed Tailwinds to post his articles. The United States’ tit-for-tat tariff spat over steel and aluminium with its Nafta partners and the European Union is another nail in the coffin for...
Small cap stocks are paying beginning to pay off handsomely, with significant outperformance of late. The index we watch the most, and what we aim to beat, is the Russell 2000. Looking at the Russell versus the S&P 500...
The Big Picture Sometimes you get a little out of touch living in California (duh!). For one thing, the lack of a real winter can really obfuscate the fact that summer is coming. However, as I currently sit on a...
Quarterly earnings season is the four times each year in which companies give investors an inside look as to what's going on. They not only reveal their sales and profits, but, typically, they provide guidance (either specifically or in...
You had to know that last week’s Barron’s cover was too good for me to pass up. Come’ on. It’s just screaming at me to write a post. It’s like Lindsay Lohan attending a celebrity vodka launch event - you...
Two weeks ago I made an adjustment to the grips on my mountain bike. Rolled them forward a little bit. I had been feeling a little numb on the downhills and rumor was this would create the proper alignment,...
Tailwinds Research was started with the simple goal of helping investors make money in micro-cap stocks. Over the last year and a half, there have been many successes and several missteps, but we’ve certainly accomplished our overall goal, generating...
I hope what I’m about to say turns out to be too pessimistic and very wrong. But as an alternative scenario it must be considered. Right now, the smart money says a trade war with China Is not going to...
I consider myself a sentiment trader. Which is, of course, a very highly technical term that I made up to describe my investing style. For, while fundamentals are at the core of every position I have, there's a lot...
I spent a lot of time in Romania during the early 2000's, helping companies privatize. There was a ton of opportunity to acquire older, cash flowing, businesses at reasonable valuations. However, most locals weren't so interested in this...instead, the...