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
Reaffirming our 2555 downside call
John C. Galvin
June 16, 2026
Insights
How R2000 Sector’s Current Rallies Compare to Past Bull Markets
June 11, 2026
R2 “Strength Run” Argues for Three Months’ Weakness
June 10, 2026
Liquidity Alert
June 2, 2026
Small-Cap Rally Has a Rates Problem
May 29, 2026
Strong but Decelerating Earnings Growth
May 22, 2026
Top 200 Most Widely Held Small-Caps
May 20, 2026
Ebbing liquidity stalling rally
May 19, 2026
Speculative Themes Driving R2000 Returns
May 12, 2026