The market sold off hard on Friday after President Trump announced plans for a new 100% tariff on all Chinese imports starting November 1st. You likely remember how hard the market sold off in April when Trump first announced his “Liberation Day” tariffs (it was ugly), but then rebounded sharply demonstrating (yet again) that fear creates opportunity. This report tests out a new format for the Blue Harbinger Weekly and shares 4 top stock ideas for the week ahead.
Accelerating AI Momentum: Ranking The Mag 8 + 2
As the AI megatrend continues to accelerate, the Magnificent 8 (plus 2) continues to widen its lead (some more than others) and will thereby continue to benefit. Just this past week, for example, OpenAI unveiled "Sora 2," an advanced video generation model and a creation-first social feed (with API and Android integration planned). Also, Anthropic's "Claude Sonnet 4.5" (their most intelligent model yet) is now generally available on Google Vertex AI (enabling developers to build sophisticated applications). This all spells "more growth" and more need for chips, data centers and energy-efficient solutions. In a nutshell, more upside for AI ahead.
BH Market Sentiment Index
The market is shrugging off the government shutdown as the S&P 500 just hit a new all-time high, and all of this in the face of a slowing labor market, some persistent inflation and arguably high market valuations (which are attributable to large-cap growth and the AI megatrend in particular). And the 14-day Money Flow Index into the S&P 500 (SPY) increased to 63 from 62 over the last week, another indication of market strength. Treasury yields continue to normalize as the fed has been more dovish.
Overall, this is still a greedy bull market, with a 70 (out of 100) on the BH Market Sentiment Index.
Top 10 Quantum Stocks (Big Disruptive Potential)
Quantum computing (which uses qubits to perform complex calculations much faster than today's systems) has the potential to transform the world, but is still many years away from widespread commercial use. The industry is valued at $3.5B, but could hit $20.2B by 2030 (41.8% CAGR) as per a McKinsey study. As such, the stocks have massive upside, but also huge volatility risks; and investors may want to pick entry points discriminately at this nascent point. The group is coming off extreme momentum, and opportunities to add a few shares (to a more broadly-diversified, goal-focused portfolio) may become increasingly compelling. This is a high-risk, potentially very-high-reward space. Here are 10 stocks worth considering.
BH Market Sentiment Index
The market is shrugging off the government shutdown as the S&P 500 just hit a new all-time high, and all of this in the face of a slowing labor market, some persistent inflation and arguably high market valuations (which are attributable to large-cap growth and the AI megatrend in particular). However, the 14-day Money Flow Index into the S&P 500 declined from 71 to 63 over the last week, one indication of dwindling upward momentum. Treasury yields continue to normalize as the fed has been more dovish. Overall, this is still a greedy bull market, with an 80 (out of 100) on the BH Market Sentiment Index.
Top 10 AI Energy Stocks (Big Datacenter Upside)
AI is a megatrend, and the datacenters powering it need massive energy. This disruption will continue to create exceptional investment opportunities (ranging from nuclear energy to infrastructure and supporting technologies). This report ranks my top 10 AI energy stocks set to benefit from the megatrend, starting with #10 and counting down to my very top ideas. Enjoy!
Big Tech Slowdown: Top 10 "Next Phase" AI Stocks
Market styles can ebb and flow, but it’s still underlying fundamentals that ultimately drive business and economic growth. Big tech and the “Mag 7” have dominated in recent months (and years) and they are absolutely not going away. But, if you are looking for some non-mega-cap stock ideas, that will also benefit from the biggest secular trend (call it a mega-trend) in many years (i.e. the cloud and artificial intelligence), here are 10 top non-mega cap names (explained and ranked, with current attractive value propositions highlighted), especially as the megacaps may be about to give back a little, relatively speaking, in that ongoing “ebb and flow” cycle (as you can see in the chart below).
Top 10 Disruptive Growth Stocks (Members-Only Version)
On social media, the line is often blurred between attractive growth stocks and ugly (emotionally-charged) meme stocks. And when you throw in an overly-sensationalized dose of internet fear mongering and logic-defying greed, investors are often left in the lurch. In this report, I rank and countdown my top 10 disruptive growth stocks, including an attractive mix of blue-chip megatrend leaders as well as lesser-known up-and-coming market disruptors (carefully balancing current valuations against long-term potential, and thereby keeping emotions in check). Enjoy!
Top 10 Meme Stocks, Here's When the Bubble Bursts
If you haven’t been paying attention, you might not realize the market is up 20% (S&P500) since the depths of the Trump tariff turmoil 3 months ago. And select high-growth stocks (arguably “meme” stocks) are up dramatically more (see table below). Some media pundits are arguing we’re in a bubble, while others suggest “this time it’s different.” In this brief report, I argue my case for when this “bubble” will burst and how you might want to play it.
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…
Top 10 AI Growth Stocks, Big Disruptive Upside
If you are getting AI revolution fatigue… don’t. While some names are more volatile than others, this megatrend is still just getting started and there are plenty of stocks that still have lots of disruptive upside. In fact, I rank and countdown my top 10 in this report, starting with an “honorable mention” and finishing with my very top ideas.
“High Income NOW” Portfolio: Updates and a New #1
There is a new #1 position in the “High Income NOW” Portfolio (it’s an 11.9% yield monthly-pay security trading at a discount). There are also a handful of new buys, sells and position '“right-sizings.” The aggregate yield is 9.9% and that consists of 25 individual positions (including BDCs, a variety of stock and bond CEFs, individual stocks and more). If you like your investments to pay big steady income, you’re going to want to check out this top-idea report, including the usual caveats and specific exceptional investment opportunities worth considering right now.
Top 10 Growth Stocks: Tariff Fear Creates AI Opportunity
It’s a cloud-AI world, and the companies capitalizing on this will dominate in market performance for years to come. What’s more, tariff fear has created more attractive buying opportunities as this turmoil too shall pass and stocks are eventually going higher (some of them much higher). This report ranks our top 10 growth stocks, starting with #10 and counting down to our very top ideas. Five years from now, people will wish they had been buying more stocks in 2025, and this report highlights a few very top ideas for you to consider.
40+ Big-Yield BDCs: Down, But Not Out
Here is a look at recent performance data for 40+ big-yield business development companies (or BDCs). As you can see, the prices are down this year, more so than the S&P 500, and the price-to-book values (a common BDC valuation metric) are down too. Let’s consider why, whether there is more pain to come, and if you should be hitting the eject button, holding tight or buying more.
Top 7 Big Yields: CEFs And BDCs
In case you have been living under a rock, the stock market is down big, thanks (in large part) to turmoil caused by President Trump's new tariffs. Without arguing the pros and cons of these draconian tariffs, it has most certainly created a lot of fear. And fear creates opportunity. Like every other market crisis, we believe this too shall pass. But before it does, investors may want to take advantage of the attractive "buy low" sales prices it has created (in select big yield opportunities). This report ranks our top 7 big-yield investment opportunities (currently on sale) starting with #7 and counting down to our very top ideas.
Tariff Turmoil: Top 10 Stocks on Sale
The market has been primed for a correction for quite some time (e.g. valuations were rich and investors were overconfident in continuing high growth), and President Trump just pushed stocks over the edge with his draconian tariffs. We don’t know when the selloff will end, but we can estimate the three phases of this trade war. We can also say with significant confidence, the economy is still growing, and stocks will eventually trade higher (likely much higher). In this report, we count down our top 10 highly-attractive stock rankings, which includes an alternating mix of high-growth and high-income opportunities, to help you customize your portfolio to take full advantage of the impressive opportunities being created by this rip-your-face-off market correction.
Is Private Equity Even Worth It?
A lot of investors think Private Equity (“PE”) is some magical, uncorrelated, rich-person recipe for wealth. But in reality, it’s based on the same economy as public equities (i.e. stocks), the low correlation is largely a mirage (PE just provides less frequent/delayed valuations), the fees and expenses are higher, and the operational and opportunity costs (of inconvenient capital calls and lockup periods) are a royal pain.
YTD Returns: MAG 10 vs S&P “490”
As you can see in the chart below, this year has been a tale of two markets—with the 10 largest US stocks (by market cap) decisively underperforming the other “490” S&P 500 stocks (even though both groups have somewhat similar combined market caps—i.e. MAG 10 is more than 35% of the S&P 500—even after the large decline). There is a lesson in this, and it’s probably not what you think…
Forget Growth: 5 Big Safe Yields Worth Considering
It’s going to get worse. That’s how many people feel about the current stock market selloff, and based on history—they could be right. But before going down the pointless rabbit hole of attempting to perfectly time the bottom, there is another way to invest. It’s called income investing. And in this report, I share 5 big-yield investment strategies (plus a handful of individual top ideas) that some investors may want to consider as a critical component of their long-term investment strategy.
Trump Tariffs: Cancel Your Retirement
One secret to great investing is to ignore the day-to-day noise; but with Trump tariffs now wrecking stocks, you may NEVER retire.
That’s how a lot of investors feel right now with the Nasdaq 100 (QQQ) down 13% in 3 weeks (that’s more than the entire stock market typically gains in a year!).
So now what?
Panic sell all your stocks? Cancel retirement and work forever?…