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Latest News about Big Picture / Asset Allocation

Recent news which mentions Big Picture / Asset Allocation

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Top Teaser Stocks of 2023
Tickers SHOP
Tags IonQ (IONQ) YPF (YPF) ASML (ASML)
From Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
Tags Friday File Trade Note Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: Gambling on Gambling
Tags Caesars Entertainment (CZR) Howard Marks Annie Duke
From Stock Gumshoe
Porter’s “Artificial Illusion” Pitch — Buy the beneficiaries of AI, not the future pretenders?
Tags Ulta Beauty (ULTA) Porter Stansberry The Big Secret on Wall Street (This Week)
From Stock Gumshoe
2023 Turkey of the Year
Tags Limelight Networks (LLNW) Big Picture / Asset Allocation Rogue Strategic Trader
From Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
Tags Chapters Group (CHG/DE) Liberty Braves (BATRA BATRB BATRK) Friday File
From Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
Tags Brookfield Corp (BN) Qurate Preferreds (QRTEP) Friday File
From Stock Gumshoe
All the AI Stock Picks from Everybody! 25 Different Stocks That Have been Teased as A.I. Picks This Year…
Tags Amazon (AMZN) Digital Realty Trust (DLR) Verses AI (VERS/NEO VRSSF)
From Stock Gumshoe
Friday File: Buffett, Burry and Brookfield
Tags Brookfield Corp (BN) Berkshire Hathaway (BRK/B) Bruce Flatt
From Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
Tags Lennar (LEN) Keysight (KEYS) Boston Omaha (BOC)
From Stock Gumshoe
Monday File: A Trade Note about Hedging
Tags S&P 500 ETF (SPY) Big Picture / Asset Allocation Hedging
From Stock Gumshoe
Friday File: Season Opens… what’s up with Intuitive, W.R. Berkley, Teqnion and the rest?
Tags Intuitive Surgical (ISRG) Nvidia (NVDA) American Tower (AMT)
From Stock Gumshoe
Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
Tickers UBER
Tags Berkshire Hathaway (BRK/B) Friday File Nasdaq ETF (QQQ)
From Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
Tags Annaly (NLY) C3/ai (AI) Plug power (PLUG)
From Stock Gumshoe
Friday File: U-Haul, Teqnion, a $100K Lock Box addition… and a Couple new Watchlist Stocks
Tags marijuana Standard Bio Tools (LAB) Trulieve (TRUL/CX TCNNF)
From Stock Gumshoe
Friday File — WESCO, Icahn and more…
Tickers GOLD
Tags Qurate Preferreds (QRTEP) Friday File gold
From Stock Gumshoe
Friday File: Insurance Co. Highs and Lows
Tags Albemarle (ALB) American Tower (AMT) Cloudflare (NET)
From Stock Gumshoe
Friday File: Buying a Dinosaur
Tags Dream Finders Homes (DFH) American Tower (AMT) Keysight (KEYS)
From Stock Gumshoe
Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
Tags LVMH (MC/PA LVMUY LVMHF) Exor (EXO/MI EXXRF) Taiwan Semiconductor (TSM)
From Stock Gumshoe
Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
Tags Chipotle Mexican Grill (CMG) Hilton (HLT) Berkshire Hathaway (BRK/B)
From Stock Gumshoe
Friday File: Updates on Boston Omaha and Ecora
Tags Gold/Precious Metals & Mining Qurate (QRTEA QRTEB) MarketWise (MKTW)
From Stock Gumshoe
Friday File: Thoughts from Warren, Restaurant Updates, and a buy and sell in the Real Money Portfolio
Tickers NATKY
Tags McDonald's (MCD) Sprott Inc/ (SII) Extreme Value
From Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
Tags Technology Nvidia (NVDA) Cloudflare (NET)
From Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
Tags Clearfield (CLFD) ConocoPhillips (COP) Boston Omaha (BOC)
From Stock Gumshoe
Top Teasers of 2022
Tags Donnelley Financial Solutions (DFIN) Silvergate Capital (SI) Dan Ferris
From Stock Gumshoe
Friday File: Nibbling on High Yields
Tags DigitalBridge Preferreds Brookfield Property Preferred Carbon Streaming Corp/ (NETZ/NO OFSTF)
From Stock Gumshoe
2022 Turkey of the Year
Tags Binance Cybin (CYBN) Energy Vault (NRGV)
From Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
Tags Berkshire Hathaway (BRK/B) Encompass Health (EHC) Fidelity National Information Services (FIS)
From Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
Tags NewLake Capital Partners (NLCP) Inflation Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: What Have I Been MOST Wrong About?
Tags Perimeter Solutions (PRM) Alphabet (GOOGL GOOG) Friday File
From Stock Gumshoe
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