If you are more than just an investing hobbyist, it can make a lot of sense, from time to time, to take a step back and view the market from 10,000 feet. This report reviews (and shares data) on 5 high-level market themes, and then reviews 5 specific opportunities within each theme. Enjoy!
AI Fear: 5 Very Profitable Stocks Down Big
Markets are in the middle of an emotional tug-of-war over artificial intelligence. On one side is excitement about productivity gains and new revenue streams; on the other is fear that AI will commoditize software, consulting, and enterprise platforms. That fear has hit several high-quality companies hard, with shares of Microsoft, Accenture, Salesforce, ServiceNow, and Adobe down between roughly 23% and 32% year-to-date. The concerns about AI disruption are real—but they are also overdone, creating a compelling long-term opportunity in some of the most profitable businesses in tech.
The Top 10’s YTD: A Tale of Energy Strength, Mega-Cap Fatigue, and Software Reset
Year-to-date performance across the S&P 100 continues to highlight a powerful market rotation—one driven less by broad bullish or bearish sentiment and more by shifting narratives, earnings durability, and valuation resets. Let’s take a look at year-to-date performance for energy, mega-caps and software—highlighting a select group of extreme performers—with lots of volatile big risks and increasingly tempting opportunities.
BDC Selloff in 2026: Repricing or Opportunity?
Business Development Company (BDC) stock prices have sold off sharply in 2026, but this isn’t random volatility—it’s a deliberate market repricing. Investors are adjusting expectations for a sector that benefited from post-GFC tailwinds—that are now shifting. The key question now is whether the selloff is overdone—or an emerging opportunity.
Chaos Everywhere, S&P Barely Budges— A Prime Rebalancing Window
As we move through mid-March, markets are sending a surprisingly calm signal. Despite escalating geopolitical tensions, rising oil prices, and sharp sector rotations, the S&P 500 has remained remarkably stable. Down only ~3% this year, the index reflects quiet resilience in the face of loud headlines. But let’s take a look under the hood…
Top SaaS Stock: Crushed Yet Boosted By AI
Shares of this mega-cap software stock have been hammered in recent months, down more than 50% amid broader SaaS-sector fears (that generative AI could commoditize or replace traditional workflow software). However, beneath the surface, the company is thriving (particularly in AI), and the steep share price decline has created a rare entry point for long-term investors.
SCHD: The Perfect Macro Storm Ahead
The Schwab US Dividend Equity ETF (SCHD) is an income investor favorite and also a frequent punching bag for many backward-looking growth investors. And despite this year’s unusually strong performance, it is currently sitting exactly in the crosshairs of the perfect macroeconomic storm ahead (including Trump’s supreme court flippancy with regard to tariffs and the fed’s great unwind which is still only just beginning). This report reviews the fund, the macro storm ahead, and three easy alpha strategies to win with SCHD.
Top Big-Yield CEFs: "Real-Time" Data Sheet
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!
BH20 Growth Stock Ranking: Precious Metals & AI Are Back!
The latest iteration of the BH20 Top Growth Stocks Ranking shows that AI megatrend themes and rare earths (precious metals) are back! Technically, they never went away. But the latest data proves (again) these themes are very real and very powerful! Take a look at these top 20 ranked growth stocks to corroborate your top ideas and manage your risk exposures (there are quite a few opportunities here worth considering here). Enjoy!
Growth Stocks: Dead, Long Live Value!
Year after year, since the depths of the great financial crisis, growth stocks have outperformed their value counterparts. But something has changed over the last 6 months. The script has completely flipped. Once shunned value stocks (as well as small cap stocks and non-US stocks) are now leading the way (see charts below). And there is reason to believe this trend may continue—according to the same script academics have written about for many decades. Let’s dig in—to help you reflect on your own growth-versus-value allocations right now and well into the future. Your future net worth may thank you.
BH Fear Index: Run-of-the-Mill Selloff So Far
State of the Markets: 3 Dramatic Themes and How to Play Them
I start with this long-run versus short-run illustration to remind investors that when the market seems “dramatic” (like it may seem recently), disciplined long-term investing is often the best course. However, periodically adjusting your portfolio around the edges (to manage risks and take advantage of opportunities) is warranted. This report reviews 3 dramatic market themes currently dominating the headlines and daily market swings, and then shares specific ideas on how to play them.
Ares Capital: Big-Yield BDCs are in Trouble (Private Credit Edition)
From rising defaults to low credit spreads, new regulation and competition (on two fronts), mainstream income-focused investors have grown a bit too comfortable (complacent) investing in the previously-niche BDC industry (which now faces bigger challenges, as the market cycle is coming full circle). This report will walk you through the challenges, with a special focus on industry stalwart Ares Capital (ARCC) (now trading at roughly book value and offering a big 9.4% dividend yield.
2026 Leaderboard: Gold, Silver, Chips, Software, Growth & Non-US Edition
Google's Big Rally: Ranking The Magnificent 7 (2026-2027)
Alphabet stock (GOOGL) is up 76% over the last year, and the gains are driven by several of the same market themes (e.g. the cloud, AI and ecosystem) fueling the “Magnificent 7’s” dominance versus the rest of the S&P500. Alphabet has been a stalwart position in my portfolios (especially since the overblown narrative that ChatGPT would overthrow Google’s search dominance), and I’m sharing this report to help readers formulate their own forward-looking opinions. Specifically, this report ranks the Mag 7, including a special focus on Alphabet, and then concludes with my strong opinion on portfolio positioning going forward.
Palantir: 5 Big Risks of Backward-Looking Financial Analysis
In the face of naysayers, the meteoric rise of Palantir stock has been nothing short of spectacular. To be certain, this is a very real, very fast-growing, very high profit margin business benefiting from the intersection of big-data software and accelerating Artificial Intelligence (“AI”). This report reviews 5 big risks of “backward-looking financial analysis” that caused most Wall Street analysts to miss this generational wealth-building opportunity over the last few years (while many retail investors got rich), as well as what these 5 big risks say about the business and the share price opportunity going forward.
CEFs: The 50 Biggest Big-Yields (Plus Lots of Data)—A Few Names Really Standout!
This report shares updated data on 50+ of the biggest big-yield Closed-End Funds (CEFs, by market cap), including current yield, discounts and premiums, leverage, beta, long-term performance and more! Interestingly, a few very popular PIMCO CEFs have recently come down in price (relative to NAV) which makes for some unusually attractive entry points on some premier double-digit yields (paid monthly). Muni bonds look good too (if you are in a high bracket and invest via your taxable account). Enjoy!