Mr. Galvin writes research with a focus on earnings, technicals, sector rotation, economic and macro influences, and quantitative strategies.
Select a Research Category Page
Quarter-End Letter
2Q25 Quarter-End Letter
John C. Galvin
July 3, 2025
Insights
R2000 Sector, Industry, Stock Rotation Post-Reconstitution
July 1, 2025
Small-Cap Community Survey Results
June 24, 2025
Small-Cap Market Outlook
Small-Cap Market Outlook: June 17, 2025
June 17, 2025
Russell 2000 Iwm Etf Compares Poorly Versus Small-Cap Funds
June 12, 2025
R2000 Earnings Estimates Ticking Higher in June
June 11, 2025
Small-Cap Market Outlook: June 3rd, 2025
June 3, 2025
Top 200 Most Widely Held Institutional Fund Small-Cap Holdings
May 21, 2025
Small-Cap Market Outlook: May 20, 2025
May 20, 2025