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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 Royal Gold (RGLD) Pershing Square Holdings (PSH/L PSHZF) Cerebras (CBRS)
From Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
Tags TransMedics (TMDX) Howard Hughes Holdings (HHH) Trade Note
From Stock Gumshoe
Friday File: Alphabet Wins! Now What?
Tags Stocks Nvidia (NVDA) Wingstop (WING)
From Stock Gumshoe
Friday File: Looking back at NVIDIA
Tags Cisco (CSCO) 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 Burford Capital (BUR) Big Picture / Asset Allocation Constellation Energy (CEG)
From Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
Tags Royal Gold (RGLD) Trade Note YPF (YPF)
From Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
Tags Roku (ROKU) QXO (QXO) Evolution (EVO/ST EVVTY EVGGF)
From Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
Tags Gold/Precious Metals & Mining Lundin Mining (LUN/TO LUNMF) Sandstorm Gold (SAND SSL/TO)
From Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
Tags The Metals Company (TMC) Franco/Nevada (FNV) Markel (MKL)
From Stock Gumshoe
Friday File: Faith in the Future?
Tickers GOLD UBER
Tags Canadian Pacific (CP) NuScale Power (SMR) Royal Gold (RGLD)
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 Intuitive Surgical (ISRG) AngloGold Ashanti Ltd/ (AU) Kinsale Capital (KNSL)
From Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
Tags Remy Cointreau (RCO/PA REMYY REMYF) Big Picture / Asset Allocation Markel (MKL)
From Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
Tags Markel (MKL) Franco/Nevada (FNV) ProShares UltraPro QQQ (TQQQ)
From Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
Tags Beacon Roofing (BECN) Big Picture / Asset Allocation Stocks
From Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
Tickers GOLD
Tags Tesla Motors (TSLA) The Trade Desk (TTD) Glencore (GLEN/L GLNCY)
From Stock Gumshoe
Friday File: Stop Losses and the Big Picture
Tags Pershing Square Holdings (PSH/AS PSHZF) Vistra (VST) Ray Dalio
From Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
Tickers UBER
Tags Amazon (AMZN) Markel (MKL) Huntington Ingalls Industries (HII)
From Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
Tags Sabine Royalty Trust (SBR) Daily Journal (DJCO) Texas Pacific Land Trust (TPL)
From Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
Tags Chubb (CB) Friday File ALPS Alerian MLP (AMLP)
From Stock Gumshoe
Friday File: Finally Sealing the Lock Box
Tags Kinsale Capital (KNSL) Brookfield Corp (BN) GameStop (GME)
From Stock Gumshoe
Announcing the 2024 Turkey of the Year
Tags Paradigm Mastermind Group Kopin (KOPN) Curzio Research
From Stock Gumshoe
Friday File: Odds of Success?
Tags The Trade Desk (TTD) Royal Gold (RGLD) Trade Note
From Stock Gumshoe
Friday File: What Now?
Tags Nvidia (NVDA) Stocks Brookfield Corp (BN)
From Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
Tags Domino's Pizza (DPZ) Big Picture / Asset Allocation Repligen (RGEN)
From Stock Gumshoe
Artificial Intelligence Stocks A-to-V — Which 63 Stocks Have Been Pitched as “AI” Ideas by Investment Newsletters?
Tags Technology Big Picture / Asset Allocation Artificial Intelligence (A/I/)
From Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
Tickers GOLD
Tags American Tower (AMT) Sandstorm Gold (SAND SSL/TO) Vaulted
From Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
Tickers GOLD
Tags gold LVMH (MC/PA LVMUY LVMHF) Acacia Research (ACTG)
From Stock Gumshoe
Friday File: Sweet Times
Tags Arch Capital (ACGL) Chapters Group (CHG/DE) options
From Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
Tags Berkshire Hathaway (BRK/B) Shopify (SHOP) Black Stone Minerals (BSM)
From Stock Gumshoe
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