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.
3 Sizzling Hot Stocks, 2 Letter Reason: A.I.
Snowflake Earnings Note: Massive Revenue, Still No Profits
If you are a growth investor, cloud data AI company, Snowflake (SNOW) has massive revenue and massive revenue growth. However, the share price has fallen from extreme highs (in 2021) so that its recent 33%+ pop in share price (following strong quarterly earnings) still leaves a lot to be desired. In this brief note, we review the company’s incredible revenue growth, earnings (still very negative net income), valuation and share dilution. We conclude with our strong opinion on investing.
Aspen Aerogels: High Growth, Shares Down 50% Since August
Aspen Aerogels (ASPN) recent sell-off (shares down 50% since August) provides a tempting buying opportunity for long-term growth investors. But there are a few things investors need to consider. For starters, investors were disappointed with Q3 results, in large part because the company reported a $13.0 million net loss, which included a $27.5 million one-time charge from the redemption of the company's convertible note (without the one-time charge, net income was $14.5 million, a $27.4 million YoY improvement). Additionally…
SoFi's Big Rally (+90% in the last 6 months)
SoFi Technologies (SOFI) shares are unsurprisingly up significantly post-election considering the new White House and Congress will be less friendly to the idea of student loan forgiveness (SoFi private loans didn’t qualify), but also as the company announced record beating quarterly performance at the end of October.
Quick Note: New Purchase (Disciplined Growth Portfolio)
We added a starter position in this high-growth mid-cap stock. The share price has significant momentum and so do the underlying fundamentals of the company. The company’s new AI-powered mobile solution (released ahead of schedule on Thursday 9/26) should keep revenues growing rapidly as it's purpose build for today’s marketers.
Quick Note: High-Growth Stock Screener
100 Big-Yield CEFs, Compared
Members Mailbag: PAXS and ROC
Members Mailbag (Quick Note): If you are familiar with PIMCO Bond Funds, you know (1) they are popular for providing big monthly income payements to investors, but (2) Few people actually want to know “How the sausage is made.” Here is a quick question from a member about “Return of Capital” (“ROC”) on PIMCO’s 11.5% yield PAXS, followed by a reply from me. Hopefully, it’s a helpful piece of info for you to “stir into the pot” as you manage your investments.