Sharing a quick link to a new page with top big-yield CEFs, whereby the data updates when you open/refresh the page. Data includes yields, discounts/premiums, leverage and more. The page is meant to be a quick and convenient way to keep an eye on top CEFs. Enjoy!
Software Stocks Are Cheap: Is AI Eating Software?
Briefly sharing some updated data on the absolute blood bath in software stocks as the market believes AI (such as Anthropic’s release of the legal plugin for its large language model Claude) will devour traditional software. Names like Microsoft (MSFT), ServiceNow (NOW) and Adobe (ADBE) are down big—yet still very profitable and growing. Will have more to say soon about specific names, but here is a look at 40+ top software stock ratings from Morningstar (moat ratings, BIG price upside potential and more). In a few years, you may look back and wish you bought more. Enjoy the data!
BH Fear Index: Run-of-the-Mill Selloff So Far
2026 Leaderboard: Gold, Silver, Chips, Software, Growth & Non-US Edition
BH Fear Index: Greed Trumping 2026 Macro & Geopolitical Risks
After 3 consecutive strongly-positive years for US stocks (see graph), 2026 is off to a healthy start, despite geopolitical risks (Maduro removed from Venezuela) macroeconomic political risks (the Trump administration continues to pressure Fed Chair Jerome Powell), as the BH Market Sentiment Index sits at 70 (Greed).
BH Fear Index: Muted Sentiment into Holiday Week
BH Sentiment Index: Despite Pullback, Bulls in Control
BH Sentiment Index: Did You Buy into the Fear (Because it's Over Now)
BH Fear Index: Despite Moody Market, Be Prudently Optimistic
In yet another whipsaw move for the market, investors "bought the dip" driving the BH Sentiment Index from only 20 ("Fear") to now 55 in just one week. It's been a wild and unusual ride over the last 4 weeks as the market "Fear Index" (The VIX) spiked and is now falling, credit spreads widened a bit (and are now shrinking) and growth stocks have come roaring back after the market sold off following Nvidia earnings (which were very good) and now news that Google TCU chips are finding massive inroads with AI.
BH Sentiment Index: Fear Spikes, Value Salivates, Fast-Paced Growth Takes Cover!
"Market Fear" is currently strong, as the BH Market Sentiment Index has fallen from 83 ("extreme greed") just 3 weeks ago to now 20 (teetering on "extreme fear"). The reason is multifaceted, but the market has posted significant gains in recent months (since "Liberation Day") and investors are increasingly concerned about an "AI Bubble," as well as an increasingly hawkish fed (creeping inflation fears) and unsettled trade agreements with South Korea (we import a lot of steel, semiconductors and cars (Kia, Genesis, Hyundai)).
BH Fear & Greed Index: Speculative Stocks Are at Risk
Market "Greed" is tumbling, with the BH Sentiment Index falling from 83 two weeks ago, to 50 last week, and now only 38 (Fear). This is an increasingly attractive time to buy quality stocks that have sold off (be contrarian), however speculative growth stocks (e.g. the "AI/Growth Bubble") is at risk of falling further…
BH Market Sentiment Index: Greed Just Faded Fast!
BH Fear & Greed Index: Despite Naysayers, Momentum Still Dominates
BH Fear & Greed Index: Markets regained momentum, confidence and "greed" over the last week as stocks remained near flat but regained their footing as money flowed in (MFI over 50 again for SPY), the VIX (market fear index) calmed down, credit spreads came down/ remain low, and treasury yields remained mostly neutral. Nvidia…
BH Fear & Greed Index
Dan Ives AI Revoution ETF (IVES) Holdings and Data
Sharing data on the latest holding in the extremely popular Dan Ives AI Revolution ETF (IVES). Considering the extraordinary popularity of AI combined with the non-stop public appearances of Ives (he is everywhere!) these stocks will continue to receive a lot of attention, especially from retail investors, and some of them rightfully so. Enjoy!
S&P 500 ETF: "How To" for Active Growth Investors
This post will fall on deaf ears, because, quite frankly, it is too sophisticated for most non-professional investors to understand. But it needs to be said. Long-term stock market investing is driven by the market more than your stock picks, and when you don’t know which stocks to buy (with some of your money), do NOT sit in cash, instead sit in a low-cost S&P 500 ETF. Your future bank account will thank you. Here is why…
Cash Savings → High Income and Safety
Quick Note: Cash Savings → High Income and Safety. Maybe it’s your emergency fund. Maybe it’s your savings for near-term expenses. The stock market is WAY too risky in the short-term, so where can you safely park your cash that also earns a decent yield? This report reviews two compelling options (Vanguard bond ETFs) for you to consider. I use them both regularly.
Microsoft Earnings Bode Well for the AI Megatrend
The Trade War is Not Over—Neither is the Stock Market Pain
If you think this week’s relief rally (after Trump’s 90-day pause on tariffs) is the end of the trade war—it’s not. And it’s not the end of stock market pain either.
Regarding the trade war, here is another look at the US trade deficit with China. The US is importing a lot more from China than it is exporting to them.
New Trade: Sold 100% of this High-Flying AI Software Stock
This is a quick note to let readers know I have just sold 100% of my shares in this high-flying big-data software AI company. It has been an incredible ride (the shares are up several hundred percent since purchasing, but the valuation has just gotten to high, and it appears a new sell-off may intensify.