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
“No look-back breakouts” are rare
John C. Galvin
April 21, 2026
Insights
Sector & Factor Shifts Underway QTD
April 16, 2026
War and Pizza
April 7, 2026
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