Combining Fundamental, Quantitative, and Technical Analysis
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Dashboard Deck
Fleeing Mega-caps & PC as the K’s Bottom Weakens
James Furey, CFA
February 16, 2026
Insights
R2 Earnings Up-Cycle Entering Full Swing
John C. Galvin
February 13, 2026
Four Charts: To Brighten a Portfolio Manager’s Day
February 12, 2026
Evening Charts
Evening Charts: Top YTD Performers $2 BN to $20 BN
Evening Charts: Technology Opportunity in the Sell-Off
February 10, 2026
Small-Cap Market Outlook
Bulls, Banks and Biotechs
Dashboard Deck: June Rate Cuts Coming Bullishly
February 8, 2026
I Sit Down with Kevin Warsh
Can The Market Achieve a “Benign Broadening”
Jeffrey Burton
February 5, 2026
