Mr. Galvin writes research with a focus on earnings, technicals, sector rotation, economic and macro influences, and quantitative strategies.
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Insights
The Great 10-Year Compounders
John C. Galvin
March 26, 2026
Small-Cap Market Outlook
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
R2000 Earnings Leading & Accelerating
February 27, 2026
Top 200 Most Widely Held Institutional Fund Small-Cap Holdings
Fortune Tellers and Wave Counts
February 24, 2026