Mr. Galvin writes research with a focus on earnings, technicals, sector rotation, economic and macro influences, and quantitative strategies.
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Small-Cap Market Outlook
War and Pizza
John C. Galvin
April 7, 2026
Insights
R2000 ‘26E Estimates Most Resilient in Four Years
April 2, 2026
Private Credit Risks to R2000 Banks
March 31, 2026
The Great 10-Year Compounders
March 26, 2026
Sector/Industry Rotation
March 24, 2026
“Asset Light” Small-Caps Outperforming YTD but Can It Last?
March 18, 2026
R2000 Estimates Hold Strong Despite War
March 13, 2026
The coming liquidity wave
March 10, 2026
Small-Caps are Less Susceptible to the “Bessembinder Effect”
March 6, 2026