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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 Pershing Square USA (PSUS) Triple Flag Precious Metals (TFPM) Versamet Royalties (VMET)
From Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
Tags Friday File Big Picture / Asset Allocation Rayonier (RYN)
From Stock Gumshoe
Friday File: Alphabet Wins! Now What?
Tags Howard Hughes Holdings (HHH) Nvidia (NVDA) OpenAI
From Stock Gumshoe
Friday File: Looking back at NVIDIA
Tags Apple (AAPL) BWX Technologies (BWXT) GE Vernova (GEV)
From Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
Tags Sitio Royalties (STR) Atlas Energy (ATLE/V CANSD) Wheaton Precious Metals (WPM)
From Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
Tags YPF (YPF) Northern Star Resources (NST/AX NESRF) Royal Gold (RGLD)
From Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
Tags Evolution (EVO/ST EVVTY EVGGF) Big Picture / Asset Allocation QXO (QXO)
From Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
Tags BHP Billiton (BHP) NatGold Wheaton Precious Metals (WPM)
From Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
Tags Palantir (PLTR) Oklo (OKLO) GE Vernova (GEV)
From Stock Gumshoe
Friday File: Faith in the Future?
Tickers GOLD UBER
Tags Nvidia (NVDA) gold BWX Technologies (BWXT)
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 Kinsale Capital (KNSL) Intuitive Surgical (ISRG) Chubb (CB)
From Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
Tags SSR Mining (SSRM) Pernod Ricard (RI/PA PRNDY PDRDF) Remy Cointreau (RCO/PA REMYY REMYF)
From Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
Tags Franco/Nevada (FNV) Sandstorm Gold (SAND SSL/TO) Brown & Brown (BRO)
From Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
Tags Iveco (IVG/MI IVCGF) Amazon (AMZN) Options or Futures
From Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
Tickers GOLD
Tags Stocks Universal Music Group (UMG/AS UMGNF) Glencore (GLEN/L GLNCY)
From Stock Gumshoe
Friday File: Stop Losses and the Big Picture
Tags Chubb (CB) KKR & Co/ (KKR) Bruce Flatt
From Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
Tickers UBER
Tags Amazon (AMZN) Uber W/R/ Berkley (WRB)
From Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
Tags Chubb (CB) Sabine Royalty Trust (SBR) Permian Basin Royalty Trust (PBT)
From Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
Tags ETFs or Mutual Funds ALPS Alerian MLP (AMLP) Chubb (CB)
From Stock Gumshoe
Friday File: Finally Sealing the Lock Box
Tags Tiptree (TIPT) Cloudflare (NET) Digital Ocean (DOCN)
From Stock Gumshoe
Announcing the 2024 Turkey of the Year
Tags Curzio Research Verses AI (VERS/NEO VRSSF) Green Zone Fortunes
From Stock Gumshoe
Friday File: Odds of Success?
Tags Chubb (CB) Toast (TOST) Dream Finders Homes (DFH)
From Stock Gumshoe
Friday File: What Now?
Tags Celsius Holdings (CELH) Apple (AAPL) BWX Technologies (BWXT)
From Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
Tags Netflix (NFLX) Africa Oil (AOI/TO AOIFF) Enphase Energy (ENPH)
From Stock Gumshoe
Artificial Intelligence Stocks A-to-V — Which 63 Stocks Have Been Pitched as “AI” Ideas by Investment Newsletters?
Tags Big Picture / Asset Allocation Technology Artificial Intelligence (A/I/)
From Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
Tickers GOLD
Tags Big Picture / Asset Allocation Friday File Alphabet (GOOGL GOOG)
From Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
Tickers GOLD
Tags Hermes (RMS/PA HESAY) Fluence Royal Philips (PHG)
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) Shopify (SHOP) Africa Oil (AOI/TO AOIFF)
From Stock Gumshoe
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