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]

@BergMilton Interesting fact. I show that there was a 10 period string (of consecutive five days down) ending 7/25/02 but maybe I'm missing something. Appreciate your post!

[John Galvin @TheSmallCapView]

@BergMilton Curious to know why there is nothing for 8/16/1982...were there just no signals that day?

[John Galvin @TheSmallCapView]

@Tablesalt13 Do tariffs make us more or less competitive? In hockey, at least, much likely less competitive...

[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.