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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 Microsoft (MSFT) Versamet Royalties (VMET) Acacia Research (ACTG)
From Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
Tags Trade Note Rayonier (RYN) Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: Alphabet Wins! Now What?
Tags Pershing Square Holdings (PSH/L PSHZF) Amazon (AMZN) Microsoft (MSFT)
From Stock Gumshoe
Friday File: Looking back at NVIDIA
Tags Amazon (AMZN) Keysight (KEYS) BWX Technologies (BWXT)
From Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
Tags BWX Technologies (BWXT) Cryptocurrencies Permian Basin Royalty Trust (PBT)
From Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
Tags WPP Group (WPPGY) Amazon (AMZN) Vox Royalty (VOXR)
From Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
Tags Burford Capital (BUR) Friday File 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) Big Picture / Asset Allocation Gold/Precious Metals & Mining
From Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
Tags Big Picture / Asset Allocation QXO (QXO) Sandstorm Gold (SAND SSL/TO)
From Stock Gumshoe
Friday File: Faith in the Future?
Tickers GOLD UBER
Tags Chipotle Mexican Grill (CMG) Brookfield Corp (BN) Vox Royalty (VOXR)
From Stock Gumshoe
Thank You, Mr. Buffett
Tags Big Picture / Asset Allocation Markel (MKL) Berkshire Hathaway (BRK/B)
From Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
Tags AngloGold Ashanti Ltd/ (AU) Orogen (OGN/V OGNRF) Markel (MKL)
From Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
Tags Pernod Ricard (RI/PA PRNDY PDRDF) Diageo (DEO) Keysight (KEYS)
From Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
Tags Royal Gold (RGLD) Brown & Brown (BRO) Dakota Gold (DC)
From Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
Tags Exor (EXO/AS EXXRF) Jeffrey Gundlach Amazon (AMZN)
From Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
Tickers GOLD
Tags Acacia Research (ACTG) gold Primecap Odyssey Growth (POGRX)
From Stock Gumshoe
Friday File: Stop Losses and the Big Picture
Tags Builders FirstSource (BLDR) Keysight (KEYS) Vox Royalty (VOXR)
From Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
Tickers UBER
Tags Alphabet (GOOGL GOOG) Uber Huntington Ingalls Industries (HII)
From Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
Tags BWX Technologies (BWXT) Amazon (AMZN) Permian Basin Royalty Trust (PBT)
From Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
Tags BWX Technologies (BWXT) Brookfield Corp (BN) Travelers (TRV)
From Stock Gumshoe
Friday File: Finally Sealing the Lock Box
Tags Dream Finders Homes (DFH) PubMatic (PUBM) Digital Ocean (DOCN)
From Stock Gumshoe
Announcing the 2024 Turkey of the Year
Tags Wide Moat Research Cosa Resources (COSA/V COSAF) Celsius Holdings (CELH)
From Stock Gumshoe
Friday File: Odds of Success?
Tags Alphabet (GOOGL GOOG) Roku (ROKU) Keysight (KEYS)
From Stock Gumshoe
Friday File: What Now?
Tags Alphabet (GOOGL GOOG) Bank of America (BAC) Celsius Holdings (CELH)
From Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
Tags Stocks The Trade Desk (TTD) Tesla Motors (TSLA)
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 Artificial Intelligence (A/I/) Technology
From Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
Tickers GOLD
Tags Power REIT (PW) gold $100K Lock Box
From Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
Tickers GOLD
Tags obesity Ferrari (RACE) LVMH (MC/PA LVMUY LVMHF)
From Stock Gumshoe
Friday File: Sweet Times
Tags Markel (MKL) Dino Polska (DNP/W DNOPY) Arch Capital (ACGL)
From Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
Tags Qurate Preferreds (QRTEP) Qurate (QRTEA QRTEB) Big Picture / Asset Allocation
From Stock Gumshoe
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