John Galvin

Small-cap strategist since 2000; co-founder of Furey Research Partners. On X, looking to bridge comedy and investing via a daily cartoon.

[John Galvin @TheSmallCapView]

Keep your Bitcoin safe! One of my favorites...
#cartoon $BTC

[John Galvin @TheSmallCapView]

Forecasting is hard enough without getting married to your price target...flexibility is key as new information comes to light.

[John Galvin @TheSmallCapView]

If you're 40 or under, you've likely never experienced a real bear market. The top song of 2008 fittingly was "Low" by Flo Rida.

[John Galvin @TheSmallCapView]

@JimDaBink With recent disclosures of bad loans, the talk of seeing more "cockroaches" has run rampant, but so far we are not seeing evidence of this in small-cap Banks.

[John Galvin @TheSmallCapView]

Quantum computing stocks are all the rage right now -- how to know when to sell them? When the quantum computers tell you to!

[John Galvin @TheSmallCapView]

@DiMartinoBooth Great post, Danielle, but I still believe in the persistent demand inherent in the delayed household formation by Millennials who are now the largest generational cohort...

[John Galvin @TheSmallCapView]

@NorthmanTrader Whose fingers are in the pie (chart)?

[John Galvin @TheSmallCapView]

@Hedgeye @HedgeyeRetail @HedgeyeRetailAP I think this is stock-specific and not indicative of the broader consumer.

[John Galvin @TheSmallCapView]

@DiMartinoBooth That was a surprise - thanks for highlighting!

[John Galvin @TheSmallCapView]

Stories abound claiming A.I. is turning workers' minds to mush by doing their work for them. But how different is using A.I. from being a manager that has others working for you?

[John Galvin @TheSmallCapView]

@Reuters @annsaphir Federal Reserve Chair Powell is embroiled in a renovations scandal, but his legacy hinges on keeping inflation from vamping higher. Is it ego or economics that is keeping him from cutting rates? #cartoon #powell

[John Galvin @TheSmallCapView]

Federal Reserve Chair Powell is embroiled in a renovations scandal, but his legacy hinges on keeping inflation from vamping higher. Is it ego or economics that is keeping him from cutting rates?

[John Galvin @TheSmallCapView]

Nothing stings like missing the FOMO train. When it’s racing, it’s hard to hop on; when it slows, no one wants in. Best time to board? When it just starts to roll. That might be where we are today.

[John Galvin @TheSmallCapView]

Market bears love to post shocking charts that catastrophize events, luring readers to their negative views. It's called "bear chart porn" in the business. There will be a lot of it going around -- try to stay positive! #cartoon

[John Galvin @TheSmallCapView]

@quadcarl Hahaha, that's funny -- I should have made that connection! Thank you!

[John Galvin @TheSmallCapView]

With another U.S. debt downgrade and policymakers avoiding tough fiscal choices, rising gold and bitcoin prices foreshadow a return to financial repression—negative real rates, increased government debt holdings by banks and constriction on capital outflows. While it distorts economic incentives, this path toward stealth inflation favors real assets (including gold and bitcoin) and pro-cyclical equities. U.S. savers, if they realize it, will be shouting “Help! Help! I’m being repressed!”

[John Galvin @TheSmallCapView]

@fundstrat @FundstratCap @fs_insight @YouTube Have the bears disappeared? Much of the financial media says many of the reasons to be bearish are still there but we agree the downside is much more limited.

[John Galvin @TheSmallCapView]

On the move from Fear to Greed -- how long this rally lasts depends on how much damage the tariff paralysis has induced. So far, any empty shelves are due to a lack of workers and not a lack of goods.
#cartoon

[John Galvin @TheSmallCapView]

Small-cap Biotech down -7% yesterday on news Vinay Prasad being appointed to run Center for Biologics Evaluation and Research which may increase cost and time to approve new drugs.
#cartoon

[John Galvin @TheSmallCapView]

@profplum99 ...and ETFs are driving much of the flows...
#cartoon