Mr. Galvin writes research with a focus on earnings, technicals, sector rotation, economic and macro influences, and quantitative strategies.
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Insights
Small-Caps Don’t Have a Debt Problem
John C. Galvin
July 15, 2026
Small-Cap Market Outlook
The R2000 finished powerful “third of third” in Super Wave off the GFC low
July 14, 2026
Quarter-End Letter
2Q26 Quarter-End Letter
July 6, 2026
Do you love your bubble?
June 30, 2026
Sector Leadership for 2H’26’s Falling Inflation
June 23, 2026
Reaffirming our 2555 downside call
June 16, 2026
How R2000 Sector’s Current Rallies Compare to Past Bull Markets
June 11, 2026
R2 “Strength Run” Argues for Three Months’ Weakness
June 10, 2026
Liquidity Alert
June 2, 2026