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
Replay of 3Q Letter & Outlook Webinar
James Furey, CFA
October 8, 2025
Webinar Today – 11 AM EST – 3Q Letter and Outlook
Evening Charts
Evening Charts: BTC & Related Stocks Attractive & Breaking Out
October 5, 2025
Dashboard Deck
Dashboard Deck: Risk-on Continues
Evening Charts: ACHC – Two Activists Newly Involved, Downtrend Eclipsed
October 3, 2025
Insights
Is PE Breaking Down?
October 2, 2025
Small-Cap CapEx Lags Large-Cap, But Poised to Reaccelerate
Energy – Time to Reduce the Underweight
October 1, 2025
Yield Curve Bullish for Small-Caps
September 29, 2025