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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 Rayonier (RYN) Trade Note Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: Alphabet Wins! Now What?
Tags Texas Pacific Land (TPL) Amazon (AMZN) Pershing Square USA (PSUS)
From Stock Gumshoe
Friday File: Looking back at NVIDIA
Tags Keysight (KEYS) Microsoft (MSFT) Tencent (0700/HK TXTZF TCEHY)
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 Vox Royalty (VOXR) Gold/Precious Metals & Mining The Trade Desk (TTD)
From Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
Tags Oklo (OKLO) Burford Capital (BUR) Sky Harbour (SKYH)
From Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
Tags American Integrity Insurance (AII) Global X Nasdaq Covered Call ETF (QYLD) Wheaton Precious Metals (WPM)
From Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
Tags GE Vernova (GEV) Palantir (PLTR) Oklo (OKLO)
From Stock Gumshoe
Friday File: Faith in the Future?
Tickers GOLD UBER
Tags Michael Cembalest Howard Hughes Holdings (HHH) 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 Trade Note Friday File Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
Tags Friday File Big Picture / Asset Allocation Trade Note
From Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
Tags NatGold International General Insurance Holdings (IGIC) Berkshire Hathaway (BRK/B)
From Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
Tags Alphabet (GOOGL GOOG) Stellantis (STLA) Friday File
From Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
Tickers GOLD
Tags Royal Gold (RGLD) Primecap Odyssey Growth (POGRX) The Trade Desk (TTD)
From Stock Gumshoe
Friday File: Stop Losses and the Big Picture
Tags Ray Dalio Acacia Research (ACTG) Dino Polska (DNP/W DNOPY)
From Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
Tickers UBER
Tags Atkore (ATKR) Pershing Square Holdings (PSH/AS PSHZF) Markel (MKL)
From Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
Tags Permian Basin Royalty Trust (PBT) Oklo (OKLO) Brookfield Corp (BN)
From Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
Tags Travelers (TRV) NuScale Power (SMR) Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: Finally Sealing the Lock Box
Tags Alphabet (GOOGL GOOG) GameStop (GME) Friday File
From Stock Gumshoe
Announcing the 2024 Turkey of the Year
Tags Apache (APA) Pacific Biosciences (PACB) Junior Resource Speculator
From Stock Gumshoe
Friday File: Odds of Success?
Tags Penguin Solutions (PENG) (was SMART Global) Keysight (KEYS) Atkore (ATKR)
From Stock Gumshoe
Friday File: What Now?
Tags Celsius Holdings (CELH) Nvidia (NVDA) Apple (AAPL)
From Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
Tags Africa Oil (AOI/TO AOIFF) Netflix (NFLX) 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/) Technology Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
Tickers GOLD
Tags ALPS Alerian MLP (AMLP) Power REIT (PW) Income Investing
From Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
Tickers GOLD
Tags LVMH (MC/PA LVMUY LVMHF) Exor (EXO/AS EXXRF) Ferrari (RACE)
From Stock Gumshoe
Friday File: Sweet Times
Tags American Financial Group (AFG) Chapters Group (CHG/DE) Markel (MKL)
From Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
Tags Qurate Preferreds (QRTEP) Trade Note Big Picture / Asset Allocation
From Stock Gumshoe
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