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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 Big Picture / Asset Allocation Microsoft (MSFT) Pershing Square USA (PSUS)
From Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
Tags Friday File Berkshire Hathaway (BRK/B) Howard Hughes Holdings (HHH)
From Stock Gumshoe
Friday File: Alphabet Wins! Now What?
Tags Friday File Markel (MKL) Howard Hughes Holdings (HHH)
From Stock Gumshoe
Friday File: Looking back at NVIDIA
Tags Meta Platforms (META) Kairos Power Alphabet (GOOGL GOOG)
From Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
Tags BWX Technologies (BWXT) Burford Capital (BUR) Dorchester Minerals (DMLP)
From Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
Tags Vox Royalty (VOXR) Gold/Precious Metals & Mining PepsiCo (PEP)
From Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
Tags Big Picture / Asset Allocation Oklo (OKLO) Evolution (EVO/ST EVVTY EVGGF)
From Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
Tags Franco/Nevada (FNV) W/R/ Berkley (WRB) NatGold
From Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
Tags American Financial Group (AFG) Options or Futures Centrus Energy (LEU)
From Stock Gumshoe
Friday File: Faith in the Future?
Tickers GOLD UBER
Tags Hilton (HLT) Friday File Big Picture / Asset Allocation
From Stock Gumshoe
Thank You, Mr. Buffett
Tags Markel (MKL) Berkshire Hathaway (BRK/B) Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
Tags Kinsale Capital (KNSL) QXO (QXO) Altius Minerals (ALS/TO ATUSF)
From Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
Tags Trade Note SSR Mining (SSRM) Keysight (KEYS)
From Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
Tags Big Picture / Asset Allocation Sandstorm Gold (SAND SSL/TO) Gold Royalty (GROY)
From Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
Tags Options or Futures Danny Moses D/Wave Quantum (QBTS)
From Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
Tickers GOLD
Tags iShares iBonds 1/5 Year Corporate Ladder ETF (LDRC) iShares 1/5 Year TIPS Ladder ETF (LDRI) SSR Mining (SSRM)
From Stock Gumshoe
Friday File: Stop Losses and the Big Picture
Tags Builders FirstSource (BLDR) BWX Technologies (BWXT) Brookfield Asset Management (BAM)
From Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
Tickers UBER
Tags W/R/ Berkley (WRB) American Financial Group (AFG) Big Picture / Asset Allocation
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 ALPS Alerian MLP (AMLP) NuScale Power (SMR) BWX Technologies (BWXT)
From Stock Gumshoe
Friday File: Finally Sealing the Lock Box
Tags PubMatic (PUBM) Digital Ocean (DOCN) $100K Lock Box
From Stock Gumshoe
Announcing the 2024 Turkey of the Year
Tags Big Picture / Asset Allocation Albemarle (ALB) Daily Profit Cycle
From Stock Gumshoe
Friday File: Odds of Success?
Tags Brown & Brown (BRO) Nvidia (NVDA) Dream Finders Homes (DFH)
From Stock Gumshoe
Friday File: What Now?
Tags Toast (TOST) Stocks DigitalBridge (DBRG)
From Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
Tags Friday File Advanced Micro Devices (AMD) 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 Big Picture / Asset Allocation Technology Artificial Intelligence (A/I/)
From Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
Tickers GOLD
Tags Amazon (AMZN) Vaulted Royal Gold (RGLD)
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 Markel (MKL) Dino Polska (DNP/W DNOPY) Travelers (TRV)
From Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
Tags Toast (TOST) Ethereum (ETH) Big Picture / Asset Allocation
From Stock Gumshoe
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