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-Cap Rally Has a Rates Problem
John C. Galvin
May 29, 2026
Strong but Decelerating Earnings Growth
May 22, 2026
Top 200 Most Widely Held Small-Caps
May 20, 2026
Small-Cap Market Outlook
Ebbing liquidity stalling rally
May 19, 2026
Speculative Themes Driving R2000 Returns
May 12, 2026
Earnings Strengthen even as Valuation Risks Mount
May 8, 2026
R2 last thrust of penultimate wave off GFC low
May 5, 2026
Solid start to 1Q26 earnings but no match for large-caps
May 1, 2026
Super Bloom
April 28, 2026