Mr. Galvin writes research with a focus on earnings, technicals, sector rotation, economic and macro influences, and quantitative strategies.
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Insights
Earnings Strengthen even as Valuation Risks Mount
John C. Galvin
May 8, 2026
Small-Cap Market Outlook
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
“No look-back breakouts” are rare
April 21, 2026
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