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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 Aurora Innovation (AUR) Versamet Royalties (VMET) Cerebras (CBRS)
From Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
Tags Berkshire Hathaway (BRK/B) Toast (TOST) Viper Energy (VNOM)
From Stock Gumshoe
Friday File: Alphabet Wins! Now What?
Tags OpenAI Big Picture / Asset Allocation Viper Energy (VNOM)
From Stock Gumshoe
Friday File: Looking back at NVIDIA
Tags Oklo (OKLO) BWX Technologies (BWXT) Keysight (KEYS)
From Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
Tags Markel (MKL) Sandstorm Gold (SAND SSL/TO) Diamondback Energy (FANG)
From Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
Tags Northern Star Resources (NST/AX NESRF) Hershey (HSY) Gold/Precious Metals & Mining
From Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
Tags Big Picture / Asset Allocation Burford Capital (BUR) Sky Harbour (SKYH)
From Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
Tags Global X Nasdaq Covered Call ETF (QYLD) Big Picture / Asset Allocation Friday File
From Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
Tags Vox Royalty (VOXR) Big Picture / Asset Allocation Triple Flag Precious Metals (TFPM/TO)
From Stock Gumshoe
Friday File: Faith in the Future?
Tickers GOLD UBER
Tags Franco/Nevada (FNV) GE Vernova (GEV) Uber
From Stock Gumshoe
Thank You, Mr. Buffett
Tags Big Picture / Asset Allocation Markel (MKL) Berkshire Hathaway (BRK/B)
From Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
Tags W/R/ Berkley (WRB) Altius Minerals (ALS/TO ATUSF) Kinsale Capital (KNSL)
From Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
Tags Keysight (KEYS) Remy Cointreau (RCO/PA REMYY REMYF) SSR Mining (SSRM)
From Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
Tags Stocks International General Insurance Holdings (IGIC) QXO (QXO)
From Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
Tags Exor (EXO/AS EXXRF) IonQ (IONQ) Options or Futures
From Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
Tickers GOLD
Tags The Trade Desk (TTD) Nvidia (NVDA) Gold/Precious Metals & Mining
From Stock Gumshoe
Friday File: Stop Losses and the Big Picture
Tags Brookfield Corp (BN) Nvidia (NVDA) The Trade Desk (TTD)
From Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
Tickers UBER
Tags Friday File Alphabet (GOOGL GOOG) Markel (MKL)
From Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
Tags Daily Journal (DJCO) Westinghouse Trade Note
From Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
Tags NuScale Power (SMR) Big Picture / Asset Allocation Travelers (TRV)
From Stock Gumshoe
Friday File: Finally Sealing the Lock Box
Tags Alphabet (GOOGL GOOG) Friday File Stocks
From Stock Gumshoe
Announcing the 2024 Turkey of the Year
Tags Frank Curzio Nick Hodge Digest Publishing
From Stock Gumshoe
Friday File: Odds of Success?
Tags Alphabet (GOOGL GOOG) Friday File Trade Note
From Stock Gumshoe
Friday File: What Now?
Tags Brookfield Asset Management (BAM) Constellation Energy (CEG) Intel (INTC)
From Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
Tags Advanced Micro Devices (AMD) The Trade Desk (TTD) Nvidia (NVDA)
From Stock Gumshoe
Artificial Intelligence Stocks A-to-V — Which 63 Stocks Have Been Pitched as “AI” Ideas by Investment Newsletters?
Tags Technology Artificial Intelligence (A/I/) Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
Tickers GOLD
Tags Vaulted Microsoft (MSFT) $100K Lock Box
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) Hermes (RMS/PA HESAY) Stellantis (STLA)
From Stock Gumshoe
Friday File: Sweet Times
Tags Pernod Ricard (RI/PA PRNDY PDRDF) Markel (MKL) Alphabet (GOOGL GOOG)
From Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
Tags Cloudflare (NET) Stansberry's Investment Advisory Keysight (KEYS)
From Stock Gumshoe
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