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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 Markel (MKL) Royal Gold (RGLD) Microsoft (MSFT)
From Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
Tags Big Picture / Asset Allocation Friday File Trade Note
From Stock Gumshoe
Friday File: Alphabet Wins! Now What?
Tags Friday File Technology Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: Looking back at NVIDIA
Tags GE Vernova (GEV) Oklo (OKLO) Nvidia (NVDA)
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 Burford Capital (BUR) Nvidia (NVDA) Dakota Gold (DC)
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 Heritage Insurance (HRTG) Royal Gold (RGLD) Diageo (DEO)
From Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
Tags Oklo (OKLO) Palantir (PLTR) GE Vernova (GEV)
From Stock Gumshoe
Friday File: Faith in the Future?
Tickers GOLD UBER
Tags Universal Music Group (UMG/AS UMGNF) Uber Oklo (OKLO)
From Stock Gumshoe
Thank You, Mr. Buffett
Tags Markel (MKL) Big Picture / Asset Allocation Berkshire Hathaway (BRK/B)
From Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
Tags Altius Minerals (ALS/TO ATUSF) Markel (MKL) Triple Flag Precious Metals (TFPM/TO)
From Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
Tags Pernod Ricard (RI/PA PRNDY PDRDF) SSR Mining (SSRM) Remy Cointreau (RCO/PA REMYY REMYF)
From Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
Tags Stocks ProShares UltraPro QQQ (TQQQ) Kinsale Capital (KNSL)
From Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
Tags Meb Faber Nvidia (NVDA) Eagle Energy Metals
From Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
Tickers GOLD
Tags SSR Mining (SSRM) ETFs or Mutual Funds iShares iBonds 1/5 Year High Yield and Income Ladder ETF (LDRH)
From Stock Gumshoe
Friday File: Stop Losses and the Big Picture
Tags Ray Dalio Acacia Research (ACTG) Dino Polska (DNP/W DNOPY)
From Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
Tickers UBER
Tags Amazon (AMZN) Uber W/R/ Berkley (WRB)
From Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
Tags BWX Technologies (BWXT) Cloudflare (NET) Brookfield Corp (BN)
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 PubMatic (PUBM) WIngstop (WING) $100K Lock Box
From Stock Gumshoe
Announcing the 2024 Turkey of the Year
Tags John Engel Critical Elements Corporation (CRE/V CRECF) Frank Curzio
From Stock Gumshoe
Friday File: Odds of Success?
Tags Friday File The Trade Desk (TTD) Brown & Brown (BRO)
From Stock Gumshoe
Friday File: What Now?
Tags Par Technology (PAR) Royal Gold (RGLD) Constellation Energy (CEG)
From Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
Tags Netflix (NFLX) Africa Oil (AOI/TO AOIFF) Enphase Energy (ENPH)
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/) Big Picture / Asset Allocation Technology
From Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
Tickers GOLD
Tags options Income Investing gold
From Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
Tickers GOLD
Tags Nvidia (NVDA) Kering (KER/PA PPRUY PPRUF) gold
From Stock Gumshoe
Friday File: Sweet Times
Tags American Financial Group (AFG) Markel (MKL) Chapters Group (CHG/DE)
From Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
Tags Dorchester Minerals (DMLP) Shopify (SHOP) Africa Oil (AOI/TO AOIFF)
From Stock Gumshoe
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