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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Insights
Consumer Discretionary Sector Check-In: Lacking Momemtum
James Furey, CFA
October 22, 2025
Dashboard Deck
Dashboard Deck: R2 Neckline and S&P 500 50 DMA Tests Hold
October 18, 2025
Materials Sector Check-In
October 15, 2025
Evening Charts
Private Credit & Equity Action Signals Fed Needs to Stimulate
October 12, 2025
Sluggish Lending Consistent with Struggling Small-Caps
October 10, 2025
Quarter-End Letter
Replay of 3Q Letter & Outlook Webinar
October 8, 2025
Webinar Today – 11 AM EST – 3Q Letter and Outlook
Evening Charts: BTC & Related Stocks Attractive & Breaking Out
October 5, 2025
Dashboard Deck: Risk-on Continues