Blue Harbinger — Invest Smarter

AI is creating an unprecedented need for reliable electricity, making the nuclear renaissance—and the companies supporting it—a tempting long-term trade—especially since many of them have pulled back significantly over the last year—but this week’s upcoming Holtec IPO may reinvigorate the longer-term rally—for these 5 beneficiaries in particular.

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September 12, 2026

September 11, 2026

Freeport-McMoRan: The Copper-AI Supercycle And Big Risks

September 11, 2026

As one of the world’s largest producers of copper (a metal with excellent electrical conductivity), Freeport-McMoRan (FCX) sits at the intersection of rising electricity demand (particularly from AI) and constrained global supply (copper prices have recently hit all time highs). This report reviews the big macroeconomic factors (e.g. electrification/AI and supply/demand) as well as company-specific considerations (e.g. Indonesia production, improving technology, and brownfield expansion), valuation, and risks, and then concludes with a strong opinion on investing in Freeport-McMoRan.

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September 11, 2026

September 5, 2026

Accelerating AI Demand: This 40x P/E Stock is Cheap

September 5, 2026

“I don’t need an analyst to tell me a 10 PE stock is cheap. I need an analyst to tell me when a 40 PE stock is cheap.” That quote from Steve Mandel at Lone Pine Capital is particularly compelling with regards to the disruptive AI growth stock we review in this report (because it trades at 40x forward earnings—yet it’s still cheap relative to its powerful growth trajectory). The AI boom is creating extraordinary demand for infrastructure. Long these shares.

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September 5, 2026

BHI Members: Income Ideas

Income Opportunities

August 23, 2026

Top 10 Big-Yields Ranked: BDCs, CEFs & More

August 23, 2026

If you are paying attention to the mainstream media, you might think investing 100% of your wealth into volatile AI growth stocks is the right thing to do. But with the growing headwinds of rising interest rates, combined with the uncertainty of the upcoming November midterm elections, a healthy allocation to income-focused investments can make a lot of sense. This report ranks our top big yielders (including BDCs, CEFs and more), starting with #10, and counting down to our very top ideas.

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August 23, 2026

August 19, 2026

Attractive 9.8% Yield Preferred ETF, But Know the Big Risks

August 19, 2026

If you are an income-focused investor, preferred securities can offer an attractive high-income “middle ground” between stocks and bonds. And the preferred stock ETF in this report takes the benefits a few steps further. However, in addition to a compelling 9.8% yield (paid monthly), the ETF also comes with big risks. After reviewing strategy and the big risks, this report concludes with a strong opinion on investing in this popular big-yield preferred stock ETF.

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August 19, 2026

August 11, 2026

My Top PIMCO Bond CEF: Big Yield—On Sale

August 11, 2026

A lot of income investors flock to one particular PIMCO bond CEF because its yield is noticeably larger than the others. And considering PIMCO’s status as the world’s premier bond fund manager—and the fund’s growing track record of success—why wouldn’t they be attracted? Nonetheless, PDI is NOT my favorite PIMCO bond CEF, and I personally have a larger allocation to another double-digit PIMCO bond fund that also offers a bit more durability and safety. Plus it trades at an attractively discounted price (PDI does not). This report reviews the details.

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August 11, 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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