Combining Fundamental, Quantitative, and Technical Analysis
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Insights
Discretionary Names to Consider if Selling Energy
James Furey, CFA
April 1, 2026
Evening Charts
Strongest Estimate Revisions – Sales, EBIT, EPS
March 31, 2026
Capital Efficiency, Growth, Valuation, Momentum
Private Credit Risks to R2000 Banks
John C. Galvin
Dashboard Deck
Small Rises LW & Sharply Outperforms Falling Large-Caps
March 29, 2026
Three Charts: Private Credit in Perspective
March 27, 2026
Growth Stocks – Lots of Healthcare, Energy & Tech
The Great 10-Year Compounders
March 26, 2026
Buying the Dip in ROIC > 10%
March 25, 2026