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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 Big Picture / Asset Allocation Brookfield Asset Management (BAM) Triple Flag Precious Metals (TFPM)
From Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
Tags Amrize (AMRZ) Texas Pacific Land (TPL) Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: Alphabet Wins! Now What?
Tags Pershing Square USA (PSUS) Viper Energy (VNOM) Microsoft (MSFT)
From Stock Gumshoe
Friday File: Looking back at NVIDIA
Tags Tencent (0700/HK TXTZF TCEHY) Nvidia (NVDA) Oklo (OKLO)
From Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
Tags BWX Technologies (BWXT) ALPS Alerian MLP (AMLP) Travelers (TRV)
From Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
Tags GSR III Acquisition (GSRT // SPAC to become Terra Innovatum (NKLR)) Northern Star Resources (NST/AX NESRF) Triple Flag Precious Metals (TFPM/TO)
From Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
Tags Sky Harbour (SKYH) Boston Omaha (BOC) Burford Capital (BUR)
From Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
Tags YieldMax Options Income ETFs Franco/Nevada (FNV) Heritage Insurance (HRTG)
From Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
Tags Palantir (PLTR) Energy QXO (QXO)
From Stock Gumshoe
Friday File: Faith in the Future?
Tickers GOLD UBER
Tags Canadian Pacific (CP) Royal Gold (RGLD) NuScale Power (SMR)
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 Big Picture / Asset Allocation Markel (MKL) Altius Minerals (ALS/TO ATUSF)
From Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
Tags Trade Note Diageo (DEO) Friday File
From Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
Tags Brown & Brown (BRO) Triple Flag Precious Metals (TFPM/TO) Hedging
From Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
Tags Stocks Nvidia (NVDA) Exor (EXO/AS EXXRF)
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 The Trade Desk (TTD) Greenlight Capital Re (GLRE) Royal Gold (RGLD)
From Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
Tickers UBER
Tags Big Picture / Asset Allocation Alphabet (GOOGL GOOG) Friday File
From Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
Tags Amazon (AMZN) Permian Basin Royalty Trust (PBT) Daily Journal (DJCO)
From Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
Tags Friday File Chubb (CB) W/R/ Berkley (WRB)
From Stock Gumshoe
Friday File: Finally Sealing the Lock Box
Tags Dream Finders Homes (DFH) Kinsale Capital (KNSL) Brookfield Corp (BN)
From Stock Gumshoe
Announcing the 2024 Turkey of the Year
Tags Curzio Research Kopin (KOPN) Junior Resource Speculator
From Stock Gumshoe
Friday File: Odds of Success?
Tags Dream Finders Homes (DFH) Roku (ROKU) Nvidia (NVDA)
From Stock Gumshoe
Friday File: What Now?
Tags Big Picture / Asset Allocation Brookfield Asset Management (BAM) Constellation Energy (CEG)
From Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
Tags Advanced Micro Devices (AMD) Enphase Energy (ENPH) Stocks
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 Technology Artificial Intelligence (A/I/)
From Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
Tickers GOLD
Tags Royal Gold (RGLD) Trade Note options
From Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
Tickers GOLD
Tags Hermes (RMS/PA HESAY) Structure Therapeutics (GPCR) Acacia Research (ACTG)
From Stock Gumshoe
Friday File: Sweet Times
Tags Dino Polska (DNP/W DNOPY) Pernod Ricard (RI/PA PRNDY PDRDF) Berkshire Hathaway (BRK/B)
From Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
Tags Africa Oil (AOI/TO AOIFF) cryptocurrencies Ethereum (ETH)
From Stock Gumshoe
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