Jim Furey founded the firm in October 2008. Mr. Furey writes research, meets with clients, and oversees the firm’s operations.
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Dashboard Deck
Square’s Action Portends Disinflation, Productivity & Profits
James Furey, CFA
March 1, 2026
Evening Charts
Mega-Cap Tech Not Leadership, Should Bounce
February 28, 2026
Attractive Value Setups – AHCO ANIP BGS
February 23, 2026
Markets Rise in Face of Iran Conflict
Insights
S&P 500 Distribution Pushing World Markets Higher
February 22, 2026
Fleeing Mega-caps & PC as the K’s Bottom Weakens
February 16, 2026
Four Charts: To Brighten a Portfolio Manager’s Day
February 12, 2026
Evening Charts: Top YTD Performers $2 BN to $20 BN
Evening Charts: Technology Opportunity in the Sell-Off
February 10, 2026