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Insights
Materials Sector Check-In
James Furey, CFA
October 15, 2025
R2000 Earnings Preview: Tempered 3Q25 Expectations Favor Strong Beats
John C. Galvin
October 14, 2025
Evening Charts
Private Credit & Equity Action Signals Fed Needs to Stimulate
October 12, 2025
Sluggish Lending Consistent with Struggling Small-Caps
October 10, 2025
Quarter-End Letter
Replay of 3Q Letter & Outlook Webinar
October 8, 2025
Webinar Today – 11 AM EST – 3Q Letter and Outlook
3Q25 Quarter-End Letter
Aditya S. Karande, CFA
October 7, 2025
Small-Cap Market Outlook
Small-Cap Market Outlook: Global Liquidity Hitting New All-Time Highs
October 6, 2025
Evening Charts: BTC & Related Stocks Attractive & Breaking Out
October 5, 2025