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On Holdings (ONON) is essentially a premium running shoes company, with a beat-up share price (52% off recent highs) and a risky window for big upside (which management is pursuing aggressively). This report reviews the two big growth levers, two big risks, the current valuation, and finally concludes with a strong opinion on investing.

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September 25, 2026

September 19, 2026

Nvidia: 5 AI Stocks Down Big (Relative to Earnings)

September 19, 2026

The internet bubble may have burst in the early 2000’s, but the internet didn’t die. Rather, it kept getting bigger for decades, and the leading companies harnessing it made a lot of money for their shareholders. Similarly, the current AI megatrend will produce enormous winners and losers, and the irony is the leading AI companies—with the most powerful earnings growth trajectories—are actually getting LESS expensive (on a fundamental valuation basis). This report reviews Nvidia, plus four more leading AI stocks that are ironically getting less expensive (relative to their powerful earnings growth) and then concludes with a strong opinion on how to invest at this current point in the raging AI megatrend.

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September 19, 2026

September 17, 2026

BH20 Growth Stocks: AI Unfazed by Rate Hikes

September 17, 2026

This new installment of the BH Top 20 Growth Stocks is dominated by compelling AI opportunities, and AI seems totally unfazed by the fed and interest rate hikes. From semiconductors to cybersecurity and everything in between—a rising tide raises most ships, but there are some absolute standout compelling opportunities in this report. Enjoy!

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September 17, 2026

BHI Members: Income Ideas

Income Opportunities

October 3, 2026

NAD: Ugly Sell Off, 5 Big-Yield Muni-Bond CEFs Down Big

October 3, 2026

Municipal bonds just sold off hard over the last month, and many big-yield muni-bond CEFs (with yields over 8%) sold off even harder. This article shares data on 5 top big-yield muni-bond CEFs—with a special focus on the Nuveen Quality Municipal Income Fund (NAD)—and then explains the selloff, the big risks, the tax consequences (particularly related to anyone receiving Medicare or Affordable Care Act subsidies) and then finally concludes with a strong opinion on investing.

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October 3, 2026

October 2, 2026

Ares Capital: Despite Rates & Financials, 10% Yield Worth Considering

October 2, 2026

If you are an income-focused investor, you likely know Ares Capital (ARCC) for its big steady dividend (currently yielding over 10%). But you may also have growing concerns considering interest rates have been rising and the company has been posting a variety of weakening financial metrics. This report reviews the company, in light of the current financial and economic backdrop, and then concludes with a strong opinion on investing.

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October 2, 2026

September 24, 2026

PFFA: Tempting 10%+ Yield Preferred ETF, Despite Risks

September 24, 2026

If you are an income-focused investor, the Virtus InfraCap US Preferred Stock ETF (PFFA) is particularly tempting right now. In particular, interest rates have risen, causing the PFFA share price to fall and the big monthly distribution yield to mathematically rise to over 10.3%. However, before you dive in headfirst, this report reviews the strategy's additional benefits (including active security selection, sector rotation, "modest" leverage, and an emphasis on maximizing yield-to-call, to name a few), as well as the big risks. After reviewing the strategy in detail, this report concludes with a strong opinion on investing.

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September 24, 2026

All Members: CIO Vantage

CIO Vantage

August 28, 2026

SCHD & QQQ: The New 60-40 Portfolio (Bitcoin & Gold Edition)

August 28, 2026

US government policies have broken the traditional 60-40 portfolio and continue to force investors into a new riskier 60-40 version (and riskier alternative asset classes altogether, such as bitcoin and gold). This article argues that blue-chip dividend stocks (such as those held in the Schwab US Dividend ETF (SCHD)) have largely replaced bonds as the lower-volatility, income-producing, and minimally-inflation-beating asset class in today’s 60-40 balanced portfolio, while the most powerful growth opportunities (that were previously more diversified across various S&P 500 style boxes) are now significantly concentrated in the volatile tech-heavy Nasdaq 100 (QQQ).

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August 28, 2026

August 21, 2026

Treasury Bonds Just Sent A Warning—Here’s How Growth Investors Should Play It

August 21, 2026

We’ve seen odd things from the US treasury bond market in recent days, and it is sending a meaningful warning about growth stocks heading into the November midterm elections—which could be quite consequential considering the relatively narrow margins of control in both chambers of Congress.

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August 21, 2026

August 1, 2026

A Big AI Hedge Fund Just Blew Up: 4 Timeless Takeaways

August 1, 2026

So an inexperienced kid (named Leopold Aschenbrenner) with a big ego and a lot of leverage (i.e. borrowed money) just blew up a popular AI hedge fund (called “Situational Awareness”) this past week. I’d love to tell you there is some great new lesson to be learned, but unfortunately—It’s the exact same lesson as always.

This article shares 4 timeless takeaways from this week’s Situational Awareness AI/SaaS blow up.

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August 1, 2026

Disclosure: All content is for informational purposes only. Not investment advice. Investments are risky—may lose value.

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