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Latest News about Big Picture / Asset Allocation
Recent news which mentions Big Picture / Asset Allocation
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Porter’s “Artificial Illusion” Pitch — Buy the beneficiaries of AI, not the future pretenders?
November 28, 2023
Tags
PayPal (PYPL)
Stocks
Artificial Intelligence (A/I/)
From
Stock Gumshoe
2023 Turkey of the Year
November 20, 2023
Tags
Nomi Prins
Rogue Strategic Trader
Office Properties Income Trust (OPI)
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
Tags
Stocks
Constellation Software (CSU/TO CNSWF)
Chapters Group (CHG/DE)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
Tags
Markel (MKL)
Huntington Ingalls Industries (HII)
Apple (AAPL)
From
Stock Gumshoe
All the AI Stock Picks from Everybody! 25 Different Stocks That Have been Teased as A.I. Picks This Year…
October 09, 2023
Tags
Verses AI (VERS/NEO VRSSF)
OpenAI
John Deere (DE)
From
Stock Gumshoe
Friday File: Buffett, Burry and Brookfield
September 29, 2023
Tags
Friday File
Bruce Flatt
Michael Burry
From
Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
Tags
Brookfield Asset Management (BAM)
The Trade Desk (TTD)
Hon Hai Precision Industry (Foxconn) (2317/TW HNHPF)
From
Stock Gumshoe
Monday File: A Trade Note about Hedging
July 31, 2023
Tags
Hedging
Friday File
S&P 500 ETF (SPY)
From
Stock Gumshoe
Friday File: Season Opens… what’s up with Intuitive, W.R. Berkley, Teqnion and the rest?
July 21, 2023
Tags
Crown Castle (CCI)
Nvidia (NVDA)
Medtronic (MDT)
From
Stock Gumshoe
Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
July 14, 2023
Tickers
UBER
Tags
Uber
Options or Futures
Occidental Petroleum (OXY)
From
Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
July 07, 2023
Tags
Office Properties Income Trust (OPI)
Annaly (NLY)
Brookfield Corp (BN)
From
Stock Gumshoe
Friday File: U-Haul, Teqnion, a $100K Lock Box addition… and a Couple new Watchlist Stocks
June 02, 2023
Tags
Teqnion (TEQ/ST)
Friday File
Danaher (DHR)
From
Stock Gumshoe
Friday File — WESCO, Icahn and more…
May 05, 2023
Tickers
GOLD
Tags
Big Picture / Asset Allocation
Nvidia (NVDA)
gold
From
Stock Gumshoe
Friday File: Insurance Co. Highs and Lows
April 28, 2023
Tags
Markel (MKL)
Meta Platforms (META)
Brown & Brown (BRO)
From
Stock Gumshoe
Friday File: Buying a Dinosaur
April 21, 2023
Tags
Hercules Technology Growth Capital (HTGC)
Edwin Dorsey
Trade Note
From
Stock Gumshoe
Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
April 14, 2023
Tags
Paramount (PARA)
Taiwan Semiconductor (TSM)
Apple (AAPL)
From
Stock Gumshoe
Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
April 07, 2023
Tags
Friday File
Teqnion (TEQ/ST)
Brian Dalton
From
Stock Gumshoe
Friday File: Updates on Boston Omaha and Ecora
March 31, 2023
Tags
Lumentum (LITE)
Occidental Petroleum (OXY)
Ecora Resources (ECOR/L ECOR/TO ECRAF)
From
Stock Gumshoe
Friday File: Thoughts from Warren, Restaurant Updates, and a buy and sell in the Real Money Portfolio
March 03, 2023
Tickers
NATKY
Tags
Big Picture / Asset Allocation
Freehold Royalties (FRU/TO FRHLF)
Halliburton (HAL)
From
Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
Tags
Huntington Ingalls Industries (HII)
Brookfield Asset Management (BAM)
Public Storage (PSA)
From
Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
Tags
Enerplus (ERF)
Big Picture / Asset Allocation
ICL Group (ICL)
From
Stock Gumshoe
Top Teasers of 2022
December 28, 2022
Tags
Dan Ferris
Absolute Software (ABST)
SkyWater Technology (SKYT)
From
Stock Gumshoe
Friday File: Nibbling on High Yields
December 23, 2022
Tags
DigitalBridge Preferreds
Big Picture / Asset Allocation
Brookfield Property Preferred
From
Stock Gumshoe
2022 Turkey of the Year
November 22, 2022
Tags
Cryptocurrencies
Asana (ASAN)
Binance
From
Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
Tags
Amazon (AMZN)
Disney (DIS)
Ginkgo BIoworks (DNA)
From
Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
Tags
Series I Savings Bonds
Trade Note
Friday File
From
Stock Gumshoe
Friday File: What Have I Been MOST Wrong About?
November 04, 2022
Tags
Electronic Arts (EA)
Alphabet (GOOGL GOOG)
Income Investing
From
Stock Gumshoe
Friday File: Growing WITHOUT Big Tech?
October 28, 2022
Tags
Shopify (SHOP)
Amazon (AMZN)
Dream Finders Homes (DFH)
From
Stock Gumshoe
Friday File: Prophets of Doom
October 21, 2022
Tags
Dan Ferris
Camping World (CWH)
Crown Castle (CCI)
From
Stock Gumshoe
Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
October 14, 2022
Tags
Nassim Nicholas Taleb
Netflix (NFLX)
Carrier (CARR)
From
Stock Gumshoe
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