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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 Vizsla Royalties (VROY/V VROYF) WESCO (WCC) Pershing Square USA (PSUS)
From Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
Tags Texas Pacific Land (TPL) Howard Hughes Holdings (HHH) Trade Note
From Stock Gumshoe
Friday File: Alphabet Wins! Now What?
Tags Domino's Pizza (DPZ) Brown & Brown (BRO) OpenAI
From Stock Gumshoe
Friday File: Looking back at NVIDIA
Tags Technology BWX Technologies (BWXT) Microsoft (MSFT)
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) Royal Gold (RGLD)
From Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
Tags GSR III Acquisition (GSRT // SPAC to become Terra Innovatum (NKLR)) Hershey (HSY) Nvidia (NVDA)
From Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
Tags Evolution (EVO/ST EVVTY EVGGF) Oklo (OKLO) Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
Tags Royal Gold (RGLD) Gold/Precious Metals & Mining Global X Nasdaq Covered Call ETF (QYLD)
From Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
Tags Markel (MKL) Africa Oil (AOI/TO AOIFF) Triple Flag Precious Metals (TFPM/TO)
From Stock Gumshoe
Friday File: Faith in the Future?
Tickers GOLD UBER
Tags GE Vernova (GEV) Equinox Gold (EQX/V EQXFF) Solaris Resources (SLSR)
From Stock Gumshoe
Thank You, Mr. Buffett
Tags Big Picture / Asset Allocation Berkshire Hathaway (BRK/B) Markel (MKL)
From Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
Tags QXO (QXO) AngloGold Ashanti Ltd/ (AU) Altius Minerals (ALS/TO ATUSF)
From Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
Tags ALPS Alerian MLP (AMLP) Exor (EXO/AS EXXRF) Trade Note
From Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
Tags QXO (QXO) Hedging Kinsale Capital (KNSL)
From Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
Tags Danny Moses Alphabet (GOOGL GOOG) Meb Faber
From Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
Tickers GOLD
Tags Acacia Research (ACTG) iShares iBonds 1/5 Year Corporate Ladder ETF (LDRC) Gold/Precious Metals & Mining
From Stock Gumshoe
Friday File: Stop Losses and the Big Picture
Tags Vistra (VST) Ray Dalio Franco/Nevada (FNV)
From Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
Tickers UBER
Tags American Financial Group (AFG) Uber Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
Tags Nvidia (NVDA) Texas Pacific Land Trust (TPL) Technology
From Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
Tags Chubb (CB) ALPS Alerian MLP (AMLP) Intuitive Surgical (ISRG)
From Stock Gumshoe
Friday File: Finally Sealing the Lock Box
Tags Goosehead Insurance (GSHD) GameStop (GME) Big Picture / Asset Allocation
From Stock Gumshoe
Announcing the 2024 Turkey of the Year
Tags Labrador Gold (LAB/V NKOSF) Absci (ABSI) Brad Thomas
From Stock Gumshoe
Friday File: Odds of Success?
Tags Trade Note Penguin Solutions (PENG) (was SMART Global) Alphabet (GOOGL GOOG)
From Stock Gumshoe
Friday File: What Now?
Tags Nvidia (NVDA) Toast (TOST) Talen Energy (TLN)
From Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
Tags Tesla Motors (TSLA) Intuitive Surgical (ISRG) 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 Sandstorm Gold (SAND SSL/TO) $100K Lock Box Friday File
From Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
Tickers GOLD
Tags Royal Gold (RGLD) LVMH (MC/PA LVMUY LVMHF) Exor (EXO/AS EXXRF)
From Stock Gumshoe
Friday File: Sweet Times
Tags Berkshire Hathaway (BRK/B) Travelers (TRV) Stocks
From Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
Tags Par Technology (PAR) Stansberry's Investment Advisory Ethereum (ETH)
From Stock Gumshoe
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