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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Quarter-End Letter
Today – 4Q25 Letter & Outlook Webinar 11 AM
James Furey, CFA
January 8, 2026
4Q25 Letter & Outlook Webinar Thurs. Jan 8th at 11 AM EST
January 6, 2026
Insights
Bullish Bitcoin
January 4, 2026
Maduro Capture Portends Lower Crude, Bullish Stocks
January 3, 2026
Dashboard Deck
Dashboard Deck: Bullish 2026 Setup
January 1, 2026
Bessent, Powell & Schwarzman Screaming the Quiet Part Outloud
December 18, 2025
Evening Charts
Evening Charts: 18 – Fastest Growing NTM Revenues, Batch 1
Fed Delivers Liquidity & Small Breaks Out Nominally & Relatively
December 15, 2025
Evening Charts: The Less Magnificent Seven
December 12, 2025