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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 Friday File Pershing Square Holdings (PSH/L PSHZF) Elemental Royalty (ELE)
From Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
Tags Viper Energy (VNOM) MercadoLibre (MELI) Toast (TOST)
From Stock Gumshoe
Friday File: Alphabet Wins! Now What?
Tags Stocks Nvidia (NVDA) Trade Note
From Stock Gumshoe
Friday File: Looking back at NVIDIA
Tags GE Vernova (GEV) Oklo (OKLO) Apple (AAPL)
From Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
Tags Franco/Nevada (FNV) Royal Gold (RGLD) Vistra (VST)
From Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
Tags Stocks Trade Note Nvidia (NVDA)
From Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
Tags Friday File Burford Capital (BUR) Oklo (OKLO)
From Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
Tags Global X Nasdaq Covered Call ETF (QYLD) YieldMax Options Income ETFs Sandstorm Gold (SAND SSL/TO)
From Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
Tags BWX Technologies (BWXT) Triple Flag Precious Metals (TFPM/TO) SoundHound AI (SOUN)
From Stock Gumshoe
Friday File: Faith in the Future?
Tickers GOLD UBER
Tags Nike (NKE) Solaris Resources (SLSR) Big Picture / Asset Allocation
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) Big Picture / Asset Allocation Intuitive Surgical (ISRG)
From Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
Tags Trade Note Diageo (DEO) Exor (EXO/AS EXXRF)
From Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
Tags ProShares UltraPro QQQ (TQQQ) Wheaton Precious Metals (WPM) Kinsale Capital (KNSL)
From Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
Tags Stocks Nvidia (NVDA) Danny Moses
From Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
Tickers GOLD
Tags Friday File gold ALPS Alerian MLP (AMLP)
From Stock Gumshoe
Friday File: Stop Losses and the Big Picture
Tags Pershing Square Holdings (PSH/AS PSHZF) Bill Ackman Greenlight Capital Re (GLRE)
From Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
Tickers UBER
Tags Markel (MKL) Amazon (AMZN) Alphabet (GOOGL GOOG)
From Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
Tags Brookfield Corp (BN) Cisco (CSCO) Trade Note
From Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
Tags Oklo (OKLO) Friday File W/R/ Berkley (WRB)
From Stock Gumshoe
Friday File: Finally Sealing the Lock Box
Tags Goosehead Insurance (GSHD) Kinsale Capital (KNSL) Friday File
From Stock Gumshoe
Announcing the 2024 Turkey of the Year
Tags Adam O'Dell Nick Hodge Stansberry Research
From Stock Gumshoe
Friday File: Odds of Success?
Tags Big Picture / Asset Allocation Roku (ROKU) Penguin Solutions (PENG) (was SMART Global)
From Stock Gumshoe
Friday File: What Now?
Tags DigitalBridge (DBRG) Toast (TOST) Constellation Energy (CEG)
From Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
Tags Big Picture / Asset Allocation Intuitive Surgical (ISRG) Domino's Pizza (DPZ)
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 Friday File gold ALPS Alerian MLP (AMLP)
From Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
Tickers GOLD
Tags Novo Nordisk (NVO) John Maynard Keynes Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: Sweet Times
Tags American Financial Group (AFG) Big Picture / Asset Allocation W/R/ Berkley (WRB)
From Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
Tags Qurate (QRTEA QRTEB) Trade Note Textron (TXT)
From Stock Gumshoe
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