Mr. Galvin writes research with a focus on earnings, technicals, sector rotation, economic and macro influences, and quantitative strategies.
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Insights
Top 200 Most Widely Held Institutional Fund Small-Cap Holdings
John C. Galvin
November 19, 2025
Small-Cap Market Outlook
R2000 Oct 10th low violation argues 4th wave correction is still underway
November 18, 2025
Small-Cap 3Q25 Earnings Running Stronger than Expected
November 14, 2025
Small-Cap 3Q25 Earnings Extending Early Strength
November 7, 2025
Large-Cap Sector Rotation
November 6, 2025
R2000 retesting breakout to new all-time price high
November 4, 2025
SMALL-CAP 3Q25 EARNINGS AGAIN SHOWING EARLY STRENGTH
October 31, 2025
“Asset Light” Small-Caps Sharply Outperforming
October 29, 2025
SOFR Spread Increases Likelihood for Greater Fed Action
October 24, 2025