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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 Brookfield Asset Management (BAM) WESCO (WCC) Acacia Research (ACTG)
From Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
Tags MercadoLibre (MELI) Amazon (AMZN) Texas Pacific Land (TPL)
From Stock Gumshoe
Friday File: Alphabet Wins! Now What?
Tags Meta Platforms (META) Domino's Pizza (DPZ) OpenAI
From Stock Gumshoe
Friday File: Looking back at NVIDIA
Tags Alphabet (GOOGL GOOG) Technology Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
Tags Occidental Petroleum (OXY) Dorchester Minerals (DMLP) Viper Energy Partners (VNOM)
From Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
Tags Stocks GSR III Acquisition (GSRT // SPAC to become Terra Innovatum (NKLR)) PepsiCo (PEP)
From Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
Tags Sky Harbour (SKYH) Burford Capital (BUR) Oklo (OKLO)
From Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
Tags NatGold BHP Billiton (BHP) Wheaton Precious Metals (WPM)
From Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
Tags QXO (QXO) International General Insurance Holdings (IGIC) Palantir (PLTR)
From Stock Gumshoe
Friday File: Faith in the Future?
Tickers GOLD UBER
Tags Michael Cembalest gold Nvidia (NVDA)
From Stock Gumshoe
Thank You, Mr. Buffett
Tags Markel (MKL) Big Picture / Asset Allocation Berkshire Hathaway (BRK/B)
From Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
Tags Intuitive Surgical (ISRG) Chubb (CB) QXO (QXO)
From Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
Tags Hershey (HSY) International General Insurance Holdings (IGIC) ALPS Alerian MLP (AMLP)
From Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
Tags Orogen (OGN/V OGNRF) Hedging Wheaton Precious Metals (WPM)
From Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
Tags Amazon (AMZN) Iveco (IVG/MI IVCGF) Meb Faber
From Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
Tickers GOLD
Tags iShares 1/5 Year TIPS Ladder ETF (LDRI) Vox Royalty (VOXR) Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: Stop Losses and the Big Picture
Tags Bruce Flatt Nvidia (NVDA) Howard Hughes Holdings (HHH)
From Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
Tickers UBER
Tags Big Picture / Asset Allocation Friday File Alphabet (GOOGL GOOG)
From Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
Tags Sabine Royalty Trust (SBR) Chubb (CB) Cloudflare (NET)
From Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
Tags BWX Technologies (BWXT) Brookfield Corp (BN) Oklo (OKLO)
From Stock Gumshoe
Friday File: Finally Sealing the Lock Box
Tags Domino's Pizza (DPZ) Topicus (TOI/V TOITF) Goosehead Insurance (GSHD)
From Stock Gumshoe
Announcing the 2024 Turkey of the Year
Tags Kopin (KOPN) Paradigm Mastermind Group Nick Hodge's Foundational Profits
From Stock Gumshoe
Friday File: Odds of Success?
Tags Chubb (CB) Toast (TOST) Roku (ROKU)
From Stock Gumshoe
Friday File: What Now?
Tags DigitalBridge (DBRG) Brookfield Corp (BN) Bank of America (BAC)
From Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
Tags Big Picture / Asset Allocation The Trade Desk (TTD) Friday File
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/) Big Picture / Asset Allocation Technology
From Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
Tickers GOLD
Tags ALPS Alerian MLP (AMLP) Power REIT (PW) options
From Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
Tickers GOLD
Tags Sandstorm Gold (SAND SSL/TO) obesity Trade Note
From Stock Gumshoe
Friday File: Sweet Times
Tags Berkshire Hathaway (BRK/B) Chubb (CB) Pernod Ricard (RI/PA PRNDY PDRDF)
From Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
Tags ALPS Alerian MLP (AMLP) Berkshire Hathaway (BRK/B) Textron (TXT)
From Stock Gumshoe
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