Combining Fundamental, Quantitative, and Technical Analysis
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Insights
Software vs. Semis
John C. Galvin
August 27, 2026
Small-Cap Market Outlook
Bessent’s foray into a fiscal “Operation Twist”
A Couple of Charts for the Active Manager
Aditya S. Karande, CFA
August 25, 2026
Dashboard Deck
Bessent Continues Fueling Debasement Trade
James Furey, CFA
August 24, 2026
R2000 Industry Valuation
The Week that Was
Gold, Bitcoin Soar, Debasement Trade On. AI Trade Weak
August 22, 2026
Managers Own Good Biotech Stocks, Just not Enough of Them
August 20, 2026
Evening Charts
Sector Charts: Staples, Energy, Healthcare Tentatively Positive After Years Lagging
August 18, 2026
Quantitative Studies
Top 200 Most Widely Held Institutional Fund Small-Cap Holdings
