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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 Vox Royalty (VOXR) Friday File Markel (MKL)
From Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
Tags Amrize (AMRZ) Par Technology (PAR) Trade Note
From Stock Gumshoe
Friday File: Alphabet Wins! Now What?
Tags Trade Note Pershing Square (PS) Meta Platforms (META)
From Stock Gumshoe
Friday File: Looking back at NVIDIA
Tags Tencent (0700/HK TXTZF TCEHY) Cisco (CSCO) Oklo (OKLO)
From Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
Tags Permian Basin Royalty Trust (PBT) Franco/Nevada (FNV) Sitio Royalties (STR)
From Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
Tags Vistra (VST) YPF (YPF) Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
Tags Oklo (OKLO) Evolution (EVO/ST EVVTY EVGGF) Roku (ROKU)
From Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
Tags NatGold W/R/ Berkley (WRB) Franco/Nevada (FNV)
From Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
Tags Options or Futures American Financial Group (AFG) BigBear/ai (BBAI)
From Stock Gumshoe
Friday File: Faith in the Future?
Tickers GOLD UBER
Tags Howard Hughes Holdings (HHH) Vox Royalty (VOXR) Equinox Gold (EQX/V EQXFF)
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 Chubb (CB) W/R/ Berkley (WRB) Trade Note
From Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
Tags Berkshire Hathaway (BRK/B) Exor (EXO/AS EXXRF) Pernod Ricard (RI/PA PRNDY PDRDF)
From Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
Tags Franco/Nevada (FNV) NatGold Brown & Brown (BRO)
From Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
Tags Eagle Energy Metals Meb Faber Rigetti Computing (RGTI)
From Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
Tickers GOLD
Tags iShares iBonds 1/5 Year High Yield and Income Ladder ETF (LDRH) Stocks QXO (QXO)
From Stock Gumshoe
Friday File: Stop Losses and the Big Picture
Tags Brookfield Asset Management (BAM) BWX Technologies (BWXT) Builders FirstSource (BLDR)
From Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
Tickers UBER
Tags Markel (MKL) Friday File Uber
From Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
Tags Sabine Royalty Trust (SBR) Cisco (CSCO) Westinghouse
From Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
Tags Brookfield Corp (BN) Chubb (CB) Intuitive Surgical (ISRG)
From Stock Gumshoe
Friday File: Finally Sealing the Lock Box
Tags Schrodinger (SDGR) Friday File GameStop (GME)
From Stock Gumshoe
Announcing the 2024 Turkey of the Year
Tags Intellia Therapeutics (NTLA) Pacific Biosciences (PACB) Absci (ABSI)
From Stock Gumshoe
Friday File: Odds of Success?
Tags Toast (TOST) Penguin Solutions (PENG) (was SMART Global) Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: What Now?
Tags Talen Energy (TLN) The Trade Desk (TTD) Sandstorm Gold (SAND SSL/TO)
From Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
Tags Enphase Energy (ENPH) Domino's Pizza (DPZ) Nvidia (NVDA)
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) Amazon (AMZN)
From Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
Tickers GOLD
Tags Royal Philips (PHG) Market Vectors Gold Miners ETF (GDX) Stellantis (STLA)
From Stock Gumshoe
Friday File: Sweet Times
Tags Berkshire Hathaway (BRK/B) Pernod Ricard (RI/PA PRNDY PDRDF) options
From Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
Tags cryptocurrencies Keysight (KEYS) ALPS Alerian MLP (AMLP)
From Stock Gumshoe
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