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Latest News about Big Picture / Asset Allocation

Recent news which mentions Big Picture / Asset Allocation

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Friday File: Portfolio Construction in a Time of Greed and Fear
Tags Versamet Royalties (VMET) Triple Flag Precious Metals (TFPM) Pershing Square USA (PSUS)
From Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
Tags Toast (TOST) International General Insurance Holdings (IGIC) Berkshire Hathaway (BRK/B)
From Stock Gumshoe
Friday File: Alphabet Wins! Now What?
Tags Pershing Square (PS) Markel (MKL) Microsoft (MSFT)
From Stock Gumshoe
Friday File: Looking back at NVIDIA
Tags Meta Platforms (META) Apple (AAPL) BWX Technologies (BWXT)
From Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
Tags Coinbase (COIN) Wheaton Precious Metals (WPM) Sitio Royalties (STR)
From Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
Tags Sandstorm Gold (SAND SSL/TO) Amazon (AMZN) Triple Flag Precious Metals (TFPM/TO)
From Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
Tags Friday File QXO (QXO) Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
Tags BHP Billiton (BHP) NatGold Global X Nasdaq Covered Call ETF (QYLD)
From Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
Tags BWX Technologies (BWXT) The Metals Company (TMC) SoundHound AI (SOUN)
From Stock Gumshoe
Friday File: Faith in the Future?
Tickers GOLD UBER
Tags Nike (NKE) GE Vernova (GEV) Brookfield Corp (BN)
From Stock Gumshoe
Thank You, Mr. Buffett
Tags Berkshire Hathaway (BRK/B) Big Picture / Asset Allocation Markel (MKL)
From Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
Tags AngloGold Ashanti Ltd/ (AU) Orogen (OGN/V OGNRF) Chubb (CB)
From Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
Tags Hershey (HSY) Pernod Ricard (RI/PA PRNDY PDRDF) SSR Mining (SSRM)
From Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
Tags Goosehead Insurance (GSHD) Sky Harbour (SKYH) Sandstorm Gold (SAND SSL/TO)
From Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
Tags Nvidia (NVDA) Meb Faber Jeffrey Gundlach
From Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
Tickers GOLD
Tags Royal Gold (RGLD) Sandstorm Gold (SAND SSL/TO) Energy
From Stock Gumshoe
Friday File: Stop Losses and the Big Picture
Tags BWX Technologies (BWXT) Bill Ackman Howard Hughes Holdings (HHH)
From Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
Tickers UBER
Tags W/R/ Berkley (WRB) Amazon (AMZN) Uber
From Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
Tags Cloudflare (NET) BWX Technologies (BWXT) Nvidia (NVDA)
From Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
Tags W/R/ Berkley (WRB) Friday File NuScale Power (SMR)
From Stock Gumshoe
Friday File: Finally Sealing the Lock Box
Tags Alphabet (GOOGL GOOG) Unity Software (U) Big Picture / Asset Allocation
From Stock Gumshoe
Announcing the 2024 Turkey of the Year
Tags Stansberry Research Kopin (KOPN) Paradigm Mastermind Group
From Stock Gumshoe
Friday File: Odds of Success?
Tags Roku (ROKU) Dream Finders Homes (DFH) Nvidia (NVDA)
From Stock Gumshoe
Friday File: What Now?
Tags Vistra (VST) Alphabet (GOOGL GOOG) Vox Royalty (VOXR)
From Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
Tags Stocks Intuitive Surgical (ISRG) Domino's Pizza (DPZ)
From Stock Gumshoe
Artificial Intelligence Stocks A-to-V — Which 63 Stocks Have Been Pitched as “AI” Ideas by Investment Newsletters?
Tags Artificial Intelligence (A/I/) Technology Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
Tickers GOLD
Tags Power REIT (PW) ALPS Alerian MLP (AMLP) gold
From Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
Tickers GOLD
Tags SSR Mining (SSRM) Eli Lilly (LLY) Options or Futures
From Stock Gumshoe
Friday File: Sweet Times
Tags Markel (MKL) Chapters Group (CHG/DE) Diageo (DEO)
From Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
Tags Dorchester Minerals (DMLP) Par Technology (PAR) Shopify (SHOP)
From Stock Gumshoe
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