Every Company Has A Great Story…Which Ones Do We Believe?

Earnings season for microcaps came and went during the month of August. Well, we call it earnings season but, when you're betting on future...

July Performance Review…Risk Off In TW’s Universe

July marked a second straight month of negative returns, with the portfolio down 1% over the 31 days. This equals the return of June...

The Good, The Bad and The Ugly

Stick a fork in it, June is dead. Which couldn’t have happened soon enough as, what started out as a wonderful month, turned into...

Micros Rally Broadly…May in Review

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...

April in Review and Thoughts on Portfolio Management

Two weeks ago I made an adjustment to the grips on my mountain bike. Rolled them forward a little bit. I had been feeling...

Reviewing Q1 and Thankful It’s Done; What to Expect in Q2

When I wrote that volatility would be increasing (Bidding Farewell to January), my gut was telling me that we were in for a tough...

February Performance Review…Tailwinds Continues to Outperform, but Markets Looking Treacherous

February will be remembered as the month that volatility returned to the markets. Well, we hope that's what it will be remembered for. Because,...

Bidding Farewell to January; What Lies Ahead…

The beach at Manele Bay on the island of Lana’i, where we were fortunate enough to spend the last week, is a wonderful spot....

2017…a Recap of Tailwind’s Best and Worst Newsletter Predictions

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...

November Performance Recap, Year-End Preview

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...

Tailwinds Select Portfolio, October Recap…

It's very fitting that Halloween is the last day of October, because, for us micro-cap investors, it sure was a scary month. Scary in...

September Performance Review…Total Portfolio Return Now at 40%

Well, the market certainly skated through the two weakest months of the year with flying colors, didn't it? Historically, August and September are the...

August Performance Review…Bring Back the Traders!

Well, we still have one more day of (slow) trading before Labor Day, however I feel comfortable in saying goodbye to the Dog Days...

July Performance Review…Heading Into Earnings Season

It's the heat of the summer and everyone seems to be on vacation. The market is sitting just below its all-time highs, as is...

Things Are Starting to Get Interesting: June Review/July Preview

Elon Musk is the master of disruptive technologies. Most everyone on the planet has, by now, heard of Tesla, a company that is turning...

April Portfolio Review

Often I'm asked what areas or sectors is the focus of Tailwinds. Historically, the response was a rather generic statement that we are looking...

Tailwinds Select Portfolio ~ March & Q1 Performance Review

Well, we've come to the end of the 1st quarter and it has ended with a bang. As of today, the Select Portfolio is...

Tailwind’s Select Portfolio ~ February Performance Review

Well, February sure turned out to be a great month for stocks, didn't it? Who would have thought that the market would tie a...