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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 Elemental Royalty (ELE) Vox Royalty (VOXR) Sky Harbour (SKYH)
From Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
Tags Amrize (AMRZ) Rayonier (RYN) Texas Pacific Land (TPL)
From Stock Gumshoe
Friday File: Alphabet Wins! Now What?
Tags Pershing Square Holdings (PSH/L PSHZF) Domino's Pizza (DPZ) Texas Pacific Land (TPL)
From Stock Gumshoe
Friday File: Looking back at NVIDIA
Tags Microsoft (MSFT) Meta Platforms (META) Cisco (CSCO)
From Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
Tags Sitio Royalties (STR) Vistra (VST) Viper Energy Partners (VNOM)
From Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
Tags GSR III Acquisition (GSRT // SPAC to become Terra Innovatum (NKLR)) Triple Flag Precious Metals (TFPM/TO) Amazon (AMZN)
From Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
Tags Sky Harbour (SKYH) Burford Capital (BUR) Oklo (OKLO)
From Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
Tags Gold/Precious Metals & Mining Lundin Mining (LUN/TO LUNMF) Diageo (DEO)
From Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
Tags Oklo (OKLO) BWX Technologies (BWXT) Options or Futures
From Stock Gumshoe
Friday File: Faith in the Future?
Tickers GOLD UBER
Tags Equinox Gold (EQX/V EQXFF) Royal Gold (RGLD) Friday File
From Stock Gumshoe
Thank You, Mr. Buffett
Tags Big Picture / Asset Allocation Berkshire Hathaway (BRK/B) Markel (MKL)
From Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
Tags Big Picture / Asset Allocation QXO (QXO) Triple Flag Precious Metals (TFPM/TO)
From Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
Tags Diageo (DEO) Exor (EXO/AS EXXRF) Hershey (HSY)
From Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
Tags Markel (MKL) Great Eagle Gold (GEGC/CX GEGCF) Gold Royalty (GROY)
From Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
Tags Friday File Beacon Roofing (BECN) Jeffrey Gundlach
From Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
Tickers GOLD
Tags Big Picture / Asset Allocation Universal Music Group (UMG/AS UMGNF) Vox Royalty (VOXR)
From Stock Gumshoe
Friday File: Stop Losses and the Big Picture
Tags Howard Hughes Holdings (HHH) Greenlight Capital Re (GLRE) Franco/Nevada (FNV)
From Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
Tickers UBER
Tags Friday File Markel (MKL) Alphabet (GOOGL GOOG)
From Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
Tags Brookfield Corp (BN) Texas Pacific Land Trust (TPL) Nvidia (NVDA)
From Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
Tags Big Picture / Asset Allocation NuScale Power (SMR) Friday File
From Stock Gumshoe
Friday File: Finally Sealing the Lock Box
Tags Digital Ocean (DOCN) Big Picture / Asset Allocation Dream Finders Homes (DFH)
From Stock Gumshoe
Announcing the 2024 Turkey of the Year
Tags Dave Lashmet Nick Hodge's Foundational Profits Turkey of the Year
From Stock Gumshoe
Friday File: Odds of Success?
Tags Chubb (CB) Brown & Brown (BRO) Keysight (KEYS)
From Stock Gumshoe
Friday File: What Now?
Tags Nvidia (NVDA) Brookfield Corp (BN) The Trade Desk (TTD)
From Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
Tags Big Picture / Asset Allocation Netflix (NFLX) Africa Oil (AOI/TO AOIFF)
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 Crown Castle (CCI) Big Picture / Asset Allocation Power REIT (PW)
From Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
Tickers GOLD
Tags Exor (EXO/AS EXXRF) Structure Therapeutics (GPCR) Tapestry (TPR)
From Stock Gumshoe
Friday File: Sweet Times
Tags Big Picture / Asset Allocation Dino Polska (DNP/W DNOPY) Berkshire Hathaway (BRK/B)
From Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
Tags Shopify (SHOP) Textron (TXT) Dorchester Minerals (DMLP)
From Stock Gumshoe
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