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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) Vox Royalty (VOXR) Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
Tags Viper Energy (VNOM) Par Technology (PAR) TransMedics (TMDX)
From Stock Gumshoe
Friday File: Alphabet Wins! Now What?
Tags Wingstop (WING) Trade Note Alphabet (GOOGL GOOG)
From Stock Gumshoe
Friday File: Looking back at NVIDIA
Tags Keysight (KEYS) Microsoft (MSFT) Tencent (0700/HK TXTZF TCEHY)
From Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
Tags CSX Corp (CSX) Kinsale Capital (KNSL) Diamondback Energy (FANG)
From Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
Tags Dakota Gold (DC) Nvidia (NVDA) Burford Capital (BUR)
From Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
Tags Evolution (EVO/ST EVVTY EVGGF) Friday File QXO (QXO)
From Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
Tags Wheaton Precious Metals (WPM) American Integrity Insurance (AII) Global X Nasdaq Covered Call ETF (QYLD)
From Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
Tags Vistra (VST) Vox Royalty (VOXR) Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: Faith in the Future?
Tickers GOLD UBER
Tags Pershing Square Holdings (PSH/L PSHZF) Sandstorm Gold (SAND SSL/TO) Franco/Nevada (FNV)
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 Orogen (OGN/V OGNRF) AngloGold Ashanti Ltd/ (AU) Kinsale Capital (KNSL)
From Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
Tags Hershey (HSY) Pernod Ricard (RI/PA PRNDY PDRDF) SSR Mining (SSRM)
From Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
Tags Vox Royalty (VOXR) Big Picture / Asset Allocation Gold/Precious Metals & Mining
From Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
Tags ETFs or Mutual Funds Eagle Energy Metals Jeffrey Gundlach
From Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
Tickers GOLD
Tags Royal Gold (RGLD) The Trade Desk (TTD) iShares iBonds 1/5 Year Corporate Ladder ETF (LDRC)
From Stock Gumshoe
Friday File: Stop Losses and the Big Picture
Tags Pershing Square Holdings (PSH/AS PSHZF) Boyar Research Huntington Ingalls Industries (HII)
From Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
Tickers UBER
Tags Big Picture / Asset Allocation Friday File Alphabet (GOOGL GOOG)
From Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
Tags Sabine Royalty Trust (SBR) Chubb (CB) BWX Technologies (BWXT)
From Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
Tags W/R/ Berkley (WRB) Travelers (TRV) NuScale Power (SMR)
From Stock Gumshoe
Friday File: Finally Sealing the Lock Box
Tags Unity Software (U) Big Picture / Asset Allocation Friday File
From Stock Gumshoe
Announcing the 2024 Turkey of the Year
Tags Paradigm Press Intellia Therapeutics (NTLA) Brad Thomas
From Stock Gumshoe
Friday File: Odds of Success?
Tags Chubb (CB) Toast (TOST) Dream Finders Homes (DFH)
From Stock Gumshoe
Friday File: What Now?
Tags Brookfield Asset Management (BAM) Bank of America (BAC) Brookfield Corp (BN)
From Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
Tags Nvidia (NVDA) Anavex Life Sciences (AVXL) Repligen (RGEN)
From Stock Gumshoe
Artificial Intelligence Stocks A-to-V — Which 63 Stocks Have Been Pitched as “AI” Ideas by Investment Newsletters?
Tags Technology Big Picture / Asset Allocation Artificial Intelligence (A/I/)
From Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
Tickers GOLD
Tags ALPS Alerian MLP (AMLP) Power REIT (PW) options
From Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
Tickers GOLD
Tags SSR Mining (SSRM) Eli Lilly (LLY) Clarivate (CLVT)
From Stock Gumshoe
Friday File: Sweet Times
Tags Arch Capital (ACGL) W/R/ Berkley (WRB) Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
Tags Dorchester Minerals (DMLP) Keysight (KEYS) Shopify (SHOP)
From Stock Gumshoe
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