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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 Pershing Square USA (PSUS) Vizsla Royalties (VROY/V VROYF) Microsoft (MSFT)
From Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
Tags BWX Technologies (BWXT) Viper Energy (VNOM) Amazon (AMZN)
From Stock Gumshoe
Friday File: Alphabet Wins! Now What?
Tags Big Picture / Asset Allocation Microsoft (MSFT) Stocks
From Stock Gumshoe
Friday File: Looking back at NVIDIA
Tags GE Vernova (GEV) Oklo (OKLO) Microsoft (MSFT)
From Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
Tags Burford Capital (BUR) BWX Technologies (BWXT) Dorchester Minerals (DMLP)
From Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
Tags Burford Capital (BUR) Amazon (AMZN) Royal Gold (RGLD)
From Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
Tags Oklo (OKLO) Evolution (EVO/ST EVVTY EVGGF) Roku (ROKU)
From Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
Tags JPMorgan Equity Premium Income ETF (JEPI) Wheaton Precious Metals (WPM) Lundin Mining (LUN/TO LUNMF)
From Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
Tags International General Insurance Holdings (IGIC) QXO (QXO) GE Vernova (GEV)
From Stock Gumshoe
Friday File: Faith in the Future?
Tickers GOLD UBER
Tags Alphabet (GOOGL GOOG) Franco/Nevada (FNV) Chipotle Mexican Grill (CMG)
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 Markel (MKL) Orogen (OGN/V OGNRF)
From Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
Tags Trade Note SSR Mining (SSRM) ALPS Alerian MLP (AMLP)
From Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
Tags Berkshire Hathaway (BRK/B) Hedging Markel (MKL)
From Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
Tags International General Insurance Holdings (IGIC) Jeffrey Gundlach Iveco (IVG/MI IVCGF)
From Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
Tickers GOLD
Tags Stocks QXO (QXO) iShares iBonds 1/5 Year High Yield and Income Ladder ETF (LDRH)
From Stock Gumshoe
Friday File: Stop Losses and the Big Picture
Tags Pershing Square Holdings (PSH/AS PSHZF) Brookfield Corp (BN) Chubb (CB)
From Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
Tickers UBER
Tags W/R/ Berkley (WRB) American Financial Group (AFG) Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
Tags Sabine Royalty Trust (SBR) Westinghouse Cisco (CSCO)
From Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
Tags Intuitive Surgical (ISRG) W/R/ Berkley (WRB) Trade Note
From Stock Gumshoe
Friday File: Finally Sealing the Lock Box
Tags Unity Software (U) Big Picture / Asset Allocation Stocks
From Stock Gumshoe
Announcing the 2024 Turkey of the Year
Tags Verses AI (VERS/NEO VRSSF) James Altucher Daily Profit Cycle
From Stock Gumshoe
Friday File: Odds of Success?
Tags Chubb (CB) Trade Note Roku (ROKU)
From Stock Gumshoe
Friday File: What Now?
Tags Vox Royalty (VOXR) Berkshire Hathaway (BRK/B) DigitalBridge (DBRG)
From Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
Tags Big Picture / Asset Allocation Stocks The Trade Desk (TTD)
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 Trade Note Alphabet (GOOGL GOOG) $100K Lock Box
From Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
Tickers GOLD
Tags Structure Therapeutics (GPCR) obesity Jéronimo Martins (JRONY JRONF)
From Stock Gumshoe
Friday File: Sweet Times
Tags Diageo (DEO) Hershey (HSY) Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
Tags Qurate (QRTEA QRTEB) Textron (TXT) Shopify (SHOP)
From Stock Gumshoe
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