David Garrity (@GVAResearch) header
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Co-Founder, @goFYEO; Director, @MGTCI.

New England, USA
Joined March 2012
Photo by David Garrity (@GVAResearch)Photo by David Garrity (@GVAResearch)Photo by David Garrity (@GVAResearch)Photo by David Garrity (@GVAResearch)Photo by David Garrity (@GVAResearch)Photo by David Garrity (@GVAResearch)Photo by David Garrity (@GVAResearch)Photo by David Garrity (@GVAResearch)Photo by David Garrity (@GVAResearch)Photo by David Garrity (@GVAResearch)
On The Horizon: After The Landfall On Guy Fawkes Day, Worst US stock day since March 2020 (SPY −4.4%, QQQ −6%, SOX −12%). Gunpowder in plain sight: narrow breadth, crowded momentum, AI share wave, hawkish Fed. What’s next → dmg03860.substack.com/p/on-t… #Stocks #AI #Midterms2026
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