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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 Vox Royalty (VOXR) Friday File Markel (MKL)
From Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
Tags BWX Technologies (BWXT) Amazon (AMZN) Viper Energy (VNOM)
From Stock Gumshoe
Friday File: Alphabet Wins! Now What?
Tags Alphabet (GOOGL GOOG) Meta Platforms (META) Pershing Square (PS)
From Stock Gumshoe
Friday File: Looking back at NVIDIA
Tags Tencent (0700/HK TXTZF TCEHY) Cisco (CSCO) GE Vernova (GEV)
From Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
Tags Permian Basin Royalty Trust (PBT) Franco/Nevada (FNV) Sitio Royalties (STR)
From Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
Tags Trade Note Burford Capital (BUR) Triple Flag Precious Metals (TFPM/TO)
From Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
Tags Sky Harbour (SKYH) Boston Omaha (BOC) Burford Capital (BUR)
From Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
Tags YieldMax Options Income ETFs BHP Billiton (BHP) Royal Gold (RGLD)
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 Equinox Gold (EQX/V EQXFF) Nike (NKE) GE Vernova (GEV)
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 QXO (QXO) Kinsale Capital (KNSL) Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
Tags Exor (EXO/AS EXXRF) Pernod Ricard (RI/PA PRNDY PDRDF) Berkshire Hathaway (BRK/B)
From Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
Tags QXO (QXO) Stocks Kinsale Capital (KNSL)
From Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
Tags WisdomTree Japan SmallCap Dividend Fund (DFJ) Hedging IonQ (IONQ)
From Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
Tickers GOLD
Tags Glencore (GLEN/L GLNCY) Energy Income Investing
From Stock Gumshoe
Friday File: Stop Losses and the Big Picture
Tags Vox Royalty (VOXR) Gold/Precious Metals & Mining Berkshire Hathaway (BRK/B)
From Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
Tickers UBER
Tags W/R/ Berkley (WRB) American Financial Group (AFG) Alphabet (GOOGL GOOG)
From Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
Tags Oklo (OKLO) Big Picture / Asset Allocation Friday File
From Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
Tags Friday File Travelers (TRV) Cameco (CCJ)
From Stock Gumshoe
Friday File: Finally Sealing the Lock Box
Tags Kinsale Capital (KNSL) Stocks Unity Software (U)
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 Atkore (ATKR) Friday File Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: What Now?
Tags Intel (INTC) Royal Gold (RGLD) Amazon (AMZN)
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 Big Picture / Asset Allocation Technology Artificial Intelligence (A/I/)
From Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
Tickers GOLD
Tags options Exor (EXO/AS EXXRF) Income Investing
From Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
Tickers GOLD
Tags Royal Philips (PHG) Market Vectors Gold Miners ETF (GDX) Stellantis (STLA)
From Stock Gumshoe
Friday File: Sweet Times
Tags options Berkshire Hathaway (BRK/B) Pernod Ricard (RI/PA PRNDY PDRDF)
From Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
Tags Africa Oil (AOI/TO AOIFF) Bitcoin (BTC) Berkshire Hathaway (BRK/B)
From Stock Gumshoe
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