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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 Markel (MKL) WESCO (WCC) Vox Royalty (VOXR)
From Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
Tags Big Picture / Asset Allocation BWX Technologies (BWXT) Rayonier (RYN)
From Stock Gumshoe
Friday File: Alphabet Wins! Now What?
Tags Viper Energy (VNOM) Pershing Square (PS) Pershing Square Holdings (PSH/L PSHZF)
From Stock Gumshoe
Friday File: Looking back at NVIDIA
Tags BWX Technologies (BWXT) Apple (AAPL) Meta Platforms (META)
From Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
Tags Royal Gold (RGLD) Vistra (VST) Franco/Nevada (FNV)
From Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
Tags Triple Flag Precious Metals (TFPM/TO) GSR III Acquisition (GSRT // SPAC to become Terra Innovatum (NKLR)) Northern Star Resources (NST/AX NESRF)
From Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
Tags Roku (ROKU) QXO (QXO) Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
Tags Gold/Precious Metals & Mining Diageo (DEO) NatGold
From Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
Tags American Financial Group (AFG) BigBear/ai (BBAI) Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: Faith in the Future?
Tickers GOLD UBER
Tags Universal Music Group (UMG/AS UMGNF) Alphabet (GOOGL GOOG) Amazon (AMZN)
From Stock Gumshoe
Thank You, Mr. Buffett
Tags Markel (MKL) Berkshire Hathaway (BRK/B) Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
Tags Trade Note QXO (QXO) Markel (MKL)
From Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
Tags ALPS Alerian MLP (AMLP) Hershey (HSY) Remy Cointreau (RCO/PA REMYY REMYF)
From Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
Tags ProShares UltraPro QQQ (TQQQ) Wheaton Precious Metals (WPM) Kinsale Capital (KNSL)
From Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
Tags Jeffrey Gundlach Big Picture / Asset Allocation Ferrari (RACE)
From Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
Tickers GOLD
Tags Sandstorm Gold (SAND SSL/TO) Vox Royalty (VOXR) Energy
From Stock Gumshoe
Friday File: Stop Losses and the Big Picture
Tags Pershing Square Holdings (PSH/AS PSHZF) Bill Ackman Greenlight Capital Re (GLRE)
From Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
Tickers UBER
Tags American Financial Group (AFG) Pershing Square Holdings (PSH/AS PSHZF) Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
Tags Permian Basin Royalty Trust (PBT) NuScale Power (SMR) Technology
From Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
Tags W/R/ Berkley (WRB) Friday File ALPS Alerian MLP (AMLP)
From Stock Gumshoe
Friday File: Finally Sealing the Lock Box
Tags Stocks Brookfield Corp (BN) Topicus (TOI/V TOITF)
From Stock Gumshoe
Announcing the 2024 Turkey of the Year
Tags Intelligent Income Investor Albemarle (ALB) Verses AI (VERS/NEO VRSSF)
From Stock Gumshoe
Friday File: Odds of Success?
Tags The Trade Desk (TTD) Keysight (KEYS) Chubb (CB)
From Stock Gumshoe
Friday File: What Now?
Tags Nvidia (NVDA) Stocks The Trade Desk (TTD)
From Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
Tags Stocks Nvidia (NVDA) Anavex Life Sciences (AVXL)
From Stock Gumshoe
Artificial Intelligence Stocks A-to-V — Which 63 Stocks Have Been Pitched as “AI” Ideas by Investment Newsletters?
Tags Big Picture / Asset Allocation Artificial Intelligence (A/I/) Technology
From Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
Tickers GOLD
Tags Big Picture / Asset Allocation Vaulted Crown Castle (CCI)
From Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
Tickers GOLD
Tags Fluence Stem (STEM) gold
From Stock Gumshoe
Friday File: Sweet Times
Tags Hershey (HSY) W/R/ Berkley (WRB) Arch Capital (ACGL)
From Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
Tags Dorchester Minerals (DMLP) Cloudflare (NET) Big Picture / Asset Allocation
From Stock Gumshoe
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