Blue Harbinger — Invest Smarter

The semiconductor business reviewed in this report offers investors a compelling combination of explosive AI growth, differentiated technology, and highly profitable recurring software revenue. Yet its diversified business may be a disadvantage in a market increasingly rewarding pure-play AI chipmakers while shunning software stocks. Specifically, this company’s shares appear unfairly discounted because of its software exposure, despite accelerating AI demand and impressive financial strength.

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October 22, 2026

October 21, 2026

Nvidia Stock: It’s Cheap For A Reason

October 21, 2026

Nvidia is experiencing incredible revenue growth, incredibly strong margins, and relative to earnings growth expectations—it trades at an extraordinarily cheap valuation. And despite current insatiable demand—the cost to fund Nvidia chip purchases is increasingly challenging (e.g. hyperscaler free cash flow is drying up and rising interest rates increase the cost to purchase chips with debt) thereby creating a headwind on a level of demand growth that is already uncertain and highly impactful on Nvidia’s stock price volatility. This report reviews these dynamics (i.e. the reason Nvidia shares are so cheap) and then concludes with an active-weight ranking of Nvidia (i.e. how much you should own—versus other top growth names) within a long-term US stock portfolio.

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October 21, 2026

September 25, 2026

ONON (Running Shoes): A Risky Window for Big Upside

September 25, 2026

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

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The LTCA Portfolio: The Long-Term Capital Appreciation (LTCA) Portfolio, typically includes ~30-40 individual holdings, including position weights (long-term ratings), "buy-under" prices (near-term ratings), risk-management metrics, and more. The strategy may experience higher near-term volatility in exchange for more long-term capital appreciation and compound growth.

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(Image is hypothetical—for illustrative purposes).

The BH High Yield Portfolio: The BH High Yield Portfolio typically includes ~20-25 holdings, including weights (long-term ratings), "buy-under" prices (near-term ratings), risk-management metrics, and more. The aggregate portfolio yield is typically 8-9%+, and may include Business Development Companies (BDCs), debt and/or equity Closed-End Funds (CEFs), dividend stocks, and more.

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

October 17, 2026

This Week & Next: Inflation, AI-Anxiety, and Earnings

October 17, 2026

The market has a familiar problem: investors want growth, but they’re nervous about the cost. Stocks stumbled this past week (especially Tech, -7.7%) as enthusiasm is no longer enough. Investors need proof.

Five Cracks in the Dam:

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October 17, 2026

October 10, 2026

Rising Interest Rates: A Tale of Two Stock Markets

October 10, 2026

The Fed has been raising rates to fight inflation, but it seems they are fueling big unintended consequences. In particular, they are accelerating the bumpy US market transition to AI. After reviewing some details, this report concludes with an opinion about how you might want to consider positioning your own personal investments in this dangerous—higher interest rate—environment.

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October 10, 2026

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

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

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