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

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Time for Small Cap to Shine?

Small and micro-cap stocks have underperformed the market for quite a while now. Since I started Tailwinds in August of 2016, the Russell 2000...

Post Traumatic Investment Disease Redux? Nah, Just A Dose Of Reality

Having survived the rocky cliffs of Moab, I think I jinxed myself with last week's cover photo asking "What could go wrong?" Turns out...

This Week In Moab

Having written a newsletter for almost 200 consecutive weeks, I didn't want to miss this week. But, I am mountain biking in Moab Utah,...

The Final Push…

Like the debate, 2020 has been a sh**-show. Pandemics, political divisiveness, fires...it's not been a beach party to say the least. Yet, here we stand...

West Bound and Down

After fortuitously sheltering in place on the east coast for seven weeks, we are heading back for CA this week. We seem to have,...

Under The Radar…Key Data-Points From The Last Week That Nobody Really Noticed

The easiest way to make money in the market is trading off of insider information. It is also highly illegal, will put you in...

Hello Fall!

What a difference a week makes. Last Saturday I was writing about an epic (for Tailwinds) stretch of performance and salivating over all the...

Goodbye August (almost)…

Okay, I know it's not the official end of August...that takes place on Monday. However, due to the fact that the month is basically...

Shaking Things Up…

One of my investors recently told me that he diversifies his portfolio on his own. The money I manage for him is meant to...

OnTrak For A Great Year

Telehealth was the all the rage this past week. First The Centers for Medicare & Medicaid Services (CMS) is proposing changes to expand telehealth...

July Recap, August Preview…Best Month Yet at Tailwinds

Here I am on my first plane flight since Covid became a word used in our everyday vernacular. Things seem pretty much the same...

This Week at Tailwinds

With social distancing the norm, the 4th of July was much quieter than normal this year.  However, in the stock market, the second half...

Previewing the 2nd Half of 2020…and Other Updates From The Week

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...

Happy 4th of July…A Review of June and Other Notes

With June closing out, we can now reflect on what was the best quarter the stock market has seen since the turn of the...

This Week at Tailwinds

Having just about reached the halfway point of 2020, I can honestly say I'll never forget the last six months. At times I wish...

Summer is Coming

When you receive this newsletter, it will be June 21st, the official start of summer. Typically for stocks you have a summer doldrums, "sell...

This Week at Tailwinds…Scratching My Head

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...

Three Disruptive Plays…And Other Thoughts From Last Week

The world of micro-cap is full of little stocks with big ideas. It seems like a large number of these companies have no sales,...

June Preview…Plus Much More!

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...

This Week’s Recap: Skinny Trails, Anixa Looks Primed, Atomera Launching

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...

Bada Bing Bada Boom

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...

The Week In Review

The market continues to ignore my bearish calls and, instead, keeps chugging higher. I'm at a loss to explain this, as are most professional...

The Eye Of The Storm…This Week In Tailwinds’ World

Well, I've been expecting it and it appears that it's here. The market put up one of its best months ever in April, but...

This Week in Stocks

While the markets may not have had the most volatile week of the year, nor come close, it was a very topsy-turvy five days...

Saturday Morning Ramblings…

Another great week in the market. The economy is in free-fall, unemployment is skyrocketing and stocks can't stop going up. How is this possible?...

This Week In MicroCap

It was certainly a great week for the market as a number of positive factors contributed to the continuation of what is a very...

IF Alpha?

My biggest concern last fall was, "what if Bernie gets into office?" This fear was driven partially by the fact that the market would...

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...
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.