Combining Fundamental, Quantitative, and Technical Analysis
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Dashboard Deck
Not Out of the Woods Yet – CRWV Rising Yields Signal Trouble
James Furey, CFA
October 25, 2026
The Week that Was
Software & Services Surge
Insights
Yesterday Was Something We Only Saw at the Turn of the Last Cycle
Aditya S. Karande, CFA
October 23, 2026
Earnings Analysis
Early 3Q26 Earnings Show Strong but Decelerating Growth
John C. Galvin
Winter Ideas Summit – Save the Date – New Kiawah Location
October 22, 2026
Hidden Gems Agenda – Nov 23rd & 24th
Distribution – Sector & Industry
Evening Charts
Down 25% or More & Under Accumulation
October 20, 2026
Small-Cap Market Outlook
Bottom Problem
