Tailwinds' Newsletter brings you macro-oriented views on the latest global news.

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Take a Deep Breath…Updates on the Market and Several Stocks

My Take on The Market This was a good week in the market, which was a welcome relief. We had a big bailout announced by...

There’s Blood In The Streets…

Normally I love my Saturday mornings. This is when I write the weekly newsletter and it gives me a chance to review the prior...

It’s Definitely a Beer Market

Sometimes a typo can hit the sweet spot, right? When I got the text that we're entering a beer market...well, let's just say that...

Earnings For Tailwinds Kicks In, Plus The Week In Review

With the market taking a further beating from CoronaVirus fears, we could all use a little good news. So, I'll enthrall y'all with the...

Thoughts From Last Week

This feels like a very strange time in the market. Usually markets overreact to news. Violent swings to extreme levels are the common occurrence...

Thoughts From The Last Week…

Lots going on in Tailwinds' universe recently. Here I recap conversations and observations from the prior week's trading... This screen shot says it all...if Druck...

The Coming Green Bubble

Although I was aware of the trend towards E.S.G investing, I didn't understand the true magnitude of it until the recent action in Tesla....

Artificial Intelligence and the Oscars

It's Oscar week right now and times they are a-changing. Netflix is up for numerous awards as they try to bludgeon their way into...

Slogging Through Winter

I was skiing outside Seattle last weekend. Steven's Pass ski resort, to be precise. They have gotten a lot of snow up there this...

Wasn’t That An Amazing Sunset?

On Thursday this week, as we finished dinner I looked out the window and the sky was on fire. It was quite possibly the...

Early Returns

New Years always brings out the prognosticator in all of us. Everyone likes to predict what the market will do, what sectors will shine...

US AND CHINA – THE TECH WARS AHEAD

Technological progress benefits all of humanity in terms of lifespans and health, the ability to travel and communicate—the whole cornucopia of goods and services...

What to Expect When Everyone’s Expecting (An Up Market)

What a difference a year makes. Christmas 2018 marked a time of anguish for investors. The market was in the toilet and, for us...

Visions of 2020

This last week was actually a very good week for the Tailwinds' portfolio. Despite the overall quiet of a holiday week (or maybe because...

How To Stop Losses In Micro-Cap

The name Tailwinds does not come, as is commonly assumed by many readers, from my love of sailing. An understandable assumption, based on our...

LD Micro Recap and Other Thoughts From Last Week

LA is usually a great place to be in December, compared to the rest of the nation. With the weather being generally sunny and...

Several Thoughts On Micro-Cap Stocks I Follow

The market seems took a little hit this week, then bounced back. The net result of which was the wind coming out of the...

Politics and Asset Prices

The other day a reader was kind enough to send me a video of a terrific interaction between two hedge fund legends.  Last month,...

Deep Fried Turkey

Those who know me well are well aware that Wednesdays are my favorite night of the week. That's the night I go out mountain...

Recapping The Recent Earnings Reports

The last couple weeks have seen a slew of earnings reports and, more importantly, investor update calls from companies in the Tailwinds Universe. Importantly...

Show Me The Money

As the stock market hits new highs on all the major indexes seemingly daily, it appears that the market has moved to a “risk...

Feeling Good Louis

Back in the days of VHS, we had a grand total of two movies in my house for several of my formative years. The...

Darkest Before The Dawn

Going into writing this week's newsletter, I had no idea where to go with it. There's a lot happening in the world, a lot...

Keeping Calm In Stresa

Greetings from Stresa Italy, a gorgeous town on the edge of Lake Maggiore. With great food, excellent wines and friendly people, Italy is always...

Volatility Creating Opportunity…

I tend to be very much a buy and hold investor. I take positions, add to them as I gain confidence and generally let...

Market Outlook by David Banister

Much of the analysis and forecasting work that I do on the markets revolves around the S&P 500 Index, the basket of 500 blue...

If I Had A Nickel For Every Buying Opportunity…

The path to being a good investor is to be able to see what the future holds and place your bets accordingly. If you...

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...

Understanding The Tailwinds’ Platform

It's approaching the three-year anniversary of Tailwinds Research. A model that started out as a blog site for paid-for research has morphed into a...

The Quietest Week

Greetings from Rockport Mass, my home town and where I'm fortunate enough to be spending a couple weeks visiting family and working from an...

Four For the Fourth…The Half Year In Review

As we round out the first half of 2019, I'd like to wish a happy early birthday to America. The last six months were,...

A Shallow Dive From The Deep South

In what is shaping up as a never-ending quest to provide newsletter coverage from anyplace not named "home", this week's letter comes from Raleigh,...

The Trade War Observer; OS Splitting

Technology has become the main battleground in the Sino-US rivalry. The trade war must be viewed in that context. This is why, despite of the US’s...

Markets Trade Down In May…June Preview

I'm not sure why, but it seems that every time I feel the Tailwinds' Portfolio is poised for big gains, the market enters a...

The Week That Was

Take your pick, Macro or Micro, this was a week full of impactful news. It was also a great week for Tailwinds as our...

CATS: The Suicide Squeeze Is On

I'm not a big fan of getting involved in stocks with big short positions. Short sellers, in general, are very smart investors. They do...

Post Traumatic Investment Disorder

This week I'm suffering from Post Traumatic Investment Disorder. Otherwise known as PTID (pronounced putrid), this is a mental breakdown that frequently arises shortly...

Q1 Recap…The Illiquidity Discount

One of the oldest adages for investors is "don't fight the fed". When the government wants to open the spigots, easy money and high...

Read It and Sleep…or, why I’m not concerned about the market

In case you didn't notice, the market is turning down. Now, it may bounce around, or even have another run up, but it's clear...

My (Vacation) Week in Review

The view from our hotel in Kauai is awesome. A long beachfront with waves breaking behind the palm trees. It's beautiful. Close your eyes and...

Markets aren’t really recovering from the US-China trade war – this is just a...

The markets are celebrating the pending agreement between China and the United States to end the trade war. This follows the US Federal Reserve...

Spring Loaded

As I look out my window, the first few flowers are appearing on the branches of my tree. Despite the torrential rains of last...

Mining The Portfolio

This morning I received an email from a good friend. In it he had taken all the names that I've covered over the 30...

Lessons From January…This Could Make You Money Someday

Sometimes it's an enlightening event to rank stocks based on different criteria. Digging into numbers can reveal interesting trends and help hone your future...

Thank You Santa!

What a difference a couple weeks makes, huh? Lest you forget, it was less than three weeks ago that the market bottomed. That day...

December Review, 2019 Market Prediction

"It was the best of times, it was the worst of times. It was definitely a December to remember." ~ me When someone asks if...

Tailwinds Top 8 Surprises for 2019

Every year for the past 36 years, Byron Wien has put out a list of “Top 10 Surprises” for the...

The Answer To The Question

Well, I must have been very bad this year as it appears Santa Claus isn't coming to town. The market is trying...

¿Dondé Está Santa Claus?

This weekend I'm with my wife and daughter in New York City. Doing some holiday shopping, seeing family and friends and catching...

Do Bears Like Turkey?

Thanksgiving has always been my favorite holiday. As a kid living on the beach in Rockport Mass, I was surrounded by family all summer....
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.