Mr. Galvin writes research with a focus on earnings, technicals, sector rotation, economic and macro influences, and quantitative strategies.
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Insights
Software vs. Semis
John C. Galvin
August 27, 2026
Small-Cap Market Outlook
Bessent’s foray into a fiscal “Operation Twist”
Managers Own Good Biotech Stocks, Just not Enough of Them
August 20, 2026
Quantitative Studies
Top 200 Most Widely Held Institutional Fund Small-Cap Holdings
August 18, 2026
Earnings Analysis
Gangbusters Small-Cap Earnings
August 14, 2026
Checking the R2000 for ticks
August 11, 2026
What’s Happening in Small-Caps?
August 6, 2026
Upward Earnings Revisions Power Small-Caps to New All-Time High
August 5, 2026
Early 2Q26 Earnings Show Continued Small-Cap Acceleration
July 31, 2026