Mr. Galvin writes research with a focus on earnings, technicals, sector rotation, economic and macro influences, and quantitative strategies.
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Insights
R2000 Earnings Leading & Accelerating
John C. Galvin
February 27, 2026
Top 200 Most Widely Held Institutional Fund Small-Cap Holdings
Small-Cap Market Outlook
Fortune Tellers and Wave Counts
February 24, 2026
R2 Earnings Up-Cycle Entering Full Swing
February 13, 2026
Bulls, Banks and Biotechs
February 10, 2026
Small-Cap Fundamentals Chart Book
January 30, 2026
Fifth wave extension likely takes R2 to 3000 by May
January 27, 2026
R2000 new all-time high
January 13, 2026
Quarter-End Letter
2025 Year-End Letter
January 5, 2026