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Insights
The Eclipse Heard Around the World – Small Set to Beat Large
James Furey, CFA
January 19, 2026
Drilling into Consumer Discretionary
January 16, 2026
Drilling into Running Industrials
January 15, 2026
Even More Bullish BTC & Related Plays
January 14, 2026
Evening Charts
Evening Charts: Restaurants – CAKE CAVA DBRL DIN EAT SG
January 13, 2026
Small-Cap Market Outlook
R2000 new all-time high
John C. Galvin
Dashboard Deck
Dashboard Deck: ’26 Starts, Small Leads Large, Breaks Higher
January 11, 2026
Surging Productivity Bullish Stocks & Bonds
January 8, 2026
Quarter-End Letter
Today – 4Q25 Letter & Outlook Webinar 11 AM
