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
Small Rises LW & Sharply Outperforms Falling Large-Caps
James Furey, CFA
March 29, 2026
Insights
Three Charts: Private Credit in Perspective
March 27, 2026
Evening Charts
Growth Stocks – Lots of Healthcare, Energy & Tech
Buying the Dip in ROIC > 10%
March 25, 2026
Operating Leverage: Top EBIT & Sales Growth
S&P 500 & NASDAQ Violate 200 DMAs, Support
March 21, 2026
Screen – Best OM Improvement Among Top ROIC
March 19, 2026
Analyzing Crude Spikes Small-Cap Impacts
Today’s Crude Price Won’t Cause Recession
March 17, 2026