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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 Brookfield Corp (BN) Sky Harbour (SKYH) WESCO (WCC)
From Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
Tags Amrize (AMRZ) TransMedics (TMDX) Viper Energy (VNOM)
From Stock Gumshoe
Friday File: Alphabet Wins! Now What?
Tags Stocks OpenAI Meta Platforms (META)
From Stock Gumshoe
Friday File: Looking back at NVIDIA
Tags Nvidia (NVDA) Oklo (OKLO) GE Vernova (GEV)
From Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
Tags BWX Technologies (BWXT) Income Investing Burford Capital (BUR)
From Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
Tags Northern Star Resources (NST/AX NESRF) Royal Gold (RGLD) YPF (YPF)
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 YieldMax Options Income ETFs W/R/ Berkley (WRB) JPMorgan Equity Premium Income ETF (JEPI)
From Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
Tags Centrus Energy (LEU) Markel (MKL) BigBear/ai (BBAI)
From Stock Gumshoe
Friday File: Faith in the Future?
Tickers GOLD UBER
Tags Pershing Square Holdings (PSH/L PSHZF) Amazon (AMZN) Sandstorm Gold (SAND SSL/TO)
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 Kinsale Capital (KNSL) Intuitive Surgical (ISRG) QXO (QXO)
From Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
Tags Diageo (DEO) Keysight (KEYS) Markel (MKL)
From Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
Tags Brown & Brown (BRO) Franco/Nevada (FNV) Sandstorm Gold (SAND SSL/TO)
From Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
Tags Nvidia (NVDA) Meb Faber Options or Futures
From Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
Tickers GOLD
Tags Stocks Universal Music Group (UMG/AS UMGNF) Glencore (GLEN/L GLNCY)
From Stock Gumshoe
Friday File: Stop Losses and the Big Picture
Tags Pershing Square Holdings (PSH/AS PSHZF) Boyar Research Huntington Ingalls Industries (HII)
From Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
Tickers UBER
Tags Markel (MKL) Pershing Square Holdings (PSH/AS PSHZF) Atkore (ATKR)
From Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
Tags Permian Basin Royalty Trust (PBT) Brookfield Corp (BN) Oklo (OKLO)
From Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
Tags NuScale Power (SMR) Travelers (TRV) Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: Finally Sealing the Lock Box
Tags Dream Finders Homes (DFH) Brookfield Corp (BN) Brookfield Asset Management (BAM)
From Stock Gumshoe
Announcing the 2024 Turkey of the Year
Tags Stansberry Venture Technology Celsius Holdings (CELH) Junior Resource Speculator
From Stock Gumshoe
Friday File: Odds of Success?
Tags Keysight (KEYS) Atkore (ATKR) Royal Gold (RGLD)
From Stock Gumshoe
Friday File: What Now?
Tags Berkshire Hathaway (BRK/B) Toast (TOST) Stocks
From Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
Tags Big Picture / Asset Allocation The Trade Desk (TTD) Friday File
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 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) Stellantis (STLA) Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: Sweet Times
Tags Pernod Ricard (RI/PA PRNDY PDRDF) Stocks Berkshire Hathaway (BRK/B)
From Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
Tags Dorchester Minerals (DMLP) Keysight (KEYS) Shopify (SHOP)
From Stock Gumshoe
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