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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 Aurora Innovation (AUR) Cerebras (CBRS) Brookfield Corp (BN)
From Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
Tags Rayonier (RYN) Trade Note Friday File
From Stock Gumshoe
Friday File: Alphabet Wins! Now What?
Tags Nvidia (NVDA) Howard Hughes Holdings (HHH) Meta Platforms (META)
From Stock Gumshoe
Friday File: Looking back at NVIDIA
Tags Apple (AAPL) BWX Technologies (BWXT) GE Vernova (GEV)
From Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
Tags Markel (MKL) Shopify (SHOP) Royal Gold (RGLD)
From Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
Tags Stocks GSR III Acquisition (GSRT // SPAC to become Terra Innovatum (NKLR)) Hershey (HSY)
From Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
Tags Oklo (OKLO) Burford Capital (BUR) Sky Harbour (SKYH)
From Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
Tags Big Picture / Asset Allocation Gold/Precious Metals & Mining Lundin Mining (LUN/TO LUNMF)
From Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
Tags Options or Futures SoundHound AI (SOUN) The Metals Company (TMC)
From Stock Gumshoe
Friday File: Faith in the Future?
Tickers GOLD UBER
Tags Nike (NKE) GE Vernova (GEV) Oklo (OKLO)
From Stock Gumshoe
Thank You, Mr. Buffett
Tags Markel (MKL) Berkshire Hathaway (BRK/B) Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
Tags Kinsale Capital (KNSL) QXO (QXO) Chubb (CB)
From Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
Tags Hershey (HSY) Remy Cointreau (RCO/PA REMYY REMYF) Pernod Ricard (RI/PA PRNDY PDRDF)
From Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
Tags Goosehead Insurance (GSHD) Sky Harbour (SKYH) Brown & Brown (BRO)
From Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
Tags Iveco (IVG/MI IVCGF) Amazon (AMZN) Nvidia (NVDA)
From Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
Tickers GOLD
Tags Pershing Square Holdings (PSH/AS PSHZF) iShares 1/5 Year TIPS Ladder ETF (LDRI) Friday File
From Stock Gumshoe
Friday File: Stop Losses and the Big Picture
Tags Chubb (CB) KKR & Co/ (KKR) Nvidia (NVDA)
From Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
Tickers UBER
Tags Huntington Ingalls Industries (HII) Markel (MKL) Atkore (ATKR)
From Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
Tags Trade Note Friday File Technology
From Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
Tags Cameco (CCJ) Vistra (VST) Trade Note
From Stock Gumshoe
Friday File: Finally Sealing the Lock Box
Tags Brookfield Corp (BN) Dream Finders Homes (DFH) Tiptree (TIPT)
From Stock Gumshoe
Announcing the 2024 Turkey of the Year
Tags Intellia Therapeutics (NTLA) Brad Thomas Paradigm Press
From Stock Gumshoe
Friday File: Odds of Success?
Tags Alphabet (GOOGL GOOG) Trade Note Friday File
From Stock Gumshoe
Friday File: What Now?
Tags Celsius Holdings (CELH) BWX Technologies (BWXT) Apple (AAPL)
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) Netflix (NFLX) Big Picture / Asset Allocation
From Stock Gumshoe
Artificial Intelligence Stocks A-to-V — Which 63 Stocks Have Been Pitched as “AI” Ideas by Investment Newsletters?
Tags Artificial Intelligence (A/I/) Technology Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
Tickers GOLD
Tags gold options Income Investing
From Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
Tickers GOLD
Tags Triple Flag Precious Metals (TFPM/TO) Friday File Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: Sweet Times
Tags Berkshire Hathaway (BRK/B) Chubb (CB) Pernod Ricard (RI/PA PRNDY PDRDF)
From Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
Tags Qurate (QRTEA QRTEB) cryptocurrencies Black Stone Minerals (BSM)
From Stock Gumshoe
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