Blue Harbinger — Invest Smarter

Palantir increasingly looks like the IBM of AI—and that’s intended to be a compliment. For example, it is a dominant technology infrastructure positioned at the center of a generational shift (AI), just like IBM dominated the mainframe era (and became mission critical for governments and large corporations). IBM enjoyed an extraordinary long-term run—and Palantir may still be in the early innings of its own generational run. This report reviews Palantir’s business, competitive advantages, growth trajectory, valuation and risks, and then concludes with a strong opinion on investing.

Read more →

August 7, 2026

July 30, 2026

Meta: The Short Timers Never Learn

July 30, 2026

There are plenty of reasons to dislike Meta CEO Mark Zuckerberg, but playing the long game to win is not one of them. Despite the huge public ownership of Meta shares, Zuck still maintains the majority of the voting rights, and he uses them to make the hard long-term decisions that short-minded Wall Street analysts don’t have the guts to support—or even understand.

Read more →

July 30, 2026

July 28, 2026

SpaceX: Tempting Sell-Off, Musk's Tesla Strategy on Repeat

July 28, 2026

The post-IPO sell-off in SpaceX (SPCX) has emboldened the bear-case gravedancers. Yet history suggests investors may be looking at the wrong variables. Elon Musk has already demonstrated a remarkably consistent blueprint for building enormous enterprise value by combining mature, cash-generating businesses with high-growth, high-optionality ventures. That strategy transformed Tesla, and it seems Musk is now executing the same playbook with SpaceX.

Read more →

July 28, 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.

Read more →

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.

Read more →

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.

Read more →

August 11, 2026

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

Home | Blue Harbinger™ 2026 | About | Contact | Join - Start Free

Helping you manage your own investments