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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) Acacia Research (ACTG) Elemental Royalty (ELE)
From Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
Tags TransMedics (TMDX) International General Insurance Holdings (IGIC) Amazon (AMZN)
From Stock Gumshoe
Friday File: Alphabet Wins! Now What?
Tags Viper Energy (VNOM) Markel (MKL) OpenAI
From Stock Gumshoe
Friday File: Looking back at NVIDIA
Tags Technology Cisco (CSCO) Keysight (KEYS)
From Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
Tags Vistra (VST) International General Insurance Holdings (IGIC) Wheaton Precious Metals (WPM)
From Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
Tags The Trade Desk (TTD) Amazon (AMZN) Burford Capital (BUR)
From Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
Tags QXO (QXO) Big Picture / Asset Allocation Sky Harbour (SKYH)
From Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
Tags Triple Flag Precious Metals (TFPM/TO) NatGold W/R/ Berkley (WRB)
From Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
Tags QXO (QXO) Africa Oil (AOI/TO AOIFF) Centrus Energy (LEU)
From Stock Gumshoe
Friday File: Faith in the Future?
Tickers GOLD UBER
Tags Big Picture / Asset Allocation Friday File Royal Gold (RGLD)
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 Friday File Big Picture / Asset Allocation Trade Note
From Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
Tags Berkshire Hathaway (BRK/B) Remy Cointreau (RCO/PA REMYY REMYF) Keysight (KEYS)
From Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
Tags Wheaton Precious Metals (WPM) Gold Royalty (GROY) Metalla Royalty & Streaming (MTA/V MTAFF)
From Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
Tags Berkshire Hathaway (BRK/B) Beacon Roofing (BECN) IonQ (IONQ)
From Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
Tickers GOLD
Tags SSR Mining (SSRM) Royal Gold (RGLD) Pershing Square Holdings (PSH/AS PSHZF)
From Stock Gumshoe
Friday File: Stop Losses and the Big Picture
Tags Gold/Precious Metals & Mining Franco/Nevada (FNV) Builders FirstSource (BLDR)
From Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
Tickers UBER
Tags W/R/ Berkley (WRB) Alphabet (GOOGL GOOG) Pershing Square Holdings (PSH/AS PSHZF)
From Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
Tags NuScale Power (SMR) Texas Pacific Land Trust (TPL) Brookfield Corp (BN)
From Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
Tags Vistra (VST) Chubb (CB) Brookfield Corp (BN)
From Stock Gumshoe
Friday File: Finally Sealing the Lock Box
Tags Stocks Big Picture / Asset Allocation Unity Software (U)
From Stock Gumshoe
Announcing the 2024 Turkey of the Year
Tags Albemarle (ALB) Turkey of the Year Curzio Research
From Stock Gumshoe
Friday File: Odds of Success?
Tags Atkore (ATKR) Penguin Solutions (PENG) (was SMART Global) Chubb (CB)
From Stock Gumshoe
Friday File: What Now?
Tags Talen Energy (TLN) Vistra (VST) Bank of America (BAC)
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) Enphase Energy (ENPH) Intuitive Surgical (ISRG)
From Stock Gumshoe
Artificial Intelligence Stocks A-to-V — Which 63 Stocks Have Been Pitched as “AI” Ideas by Investment Newsletters?
Tags Technology Artificial Intelligence (A/I/) Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
Tickers GOLD
Tags Vaulted 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 Nvidia (NVDA) Novo Nordisk (NVO) Tapestry (TPR)
From Stock Gumshoe
Friday File: Sweet Times
Tags Dino Polska (DNP/W DNOPY) Brookfield Corp (BN) Chubb (CB)
From Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
Tags Ethereum (ETH) Cloudflare (NET) Berkshire Hathaway (BRK/B)
From Stock Gumshoe
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