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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 Cerebras (CBRS) Friday File Pershing Square USA (PSUS)
From Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
Tags Amrize (AMRZ) Texas Pacific Land (TPL) MercadoLibre (MELI)
From Stock Gumshoe
Friday File: Alphabet Wins! Now What?
Tags Pershing Square Holdings (PSH/L PSHZF) Microsoft (MSFT) Howard Hughes Holdings (HHH)
From Stock Gumshoe
Friday File: Looking back at NVIDIA
Tags Big Picture / Asset Allocation Cisco (CSCO) Tencent (0700/HK TXTZF TCEHY)
From Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
Tags Constellation Energy (CEG) Vistra (VST) Royal Gold (RGLD)
From Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
Tags Royal Gold (RGLD) Sandstorm Gold (SAND SSL/TO) Dakota Gold (DC)
From Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
Tags Burford Capital (BUR) Friday File Sky Harbour (SKYH)
From Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
Tags Triple Flag Precious Metals (TFPM/TO) Big Picture / Asset Allocation JPMorgan Equity Premium Income ETF (JEPI)
From Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
Tags IonQ (IONQ) Palantir (PLTR) BWX Technologies (BWXT)
From Stock Gumshoe
Friday File: Faith in the Future?
Tickers GOLD UBER
Tags Universal Music Group (UMG/AS UMGNF) Nike (NKE) Sandstorm Gold (SAND SSL/TO)
From Stock Gumshoe
Thank You, Mr. Buffett
Tags Berkshire Hathaway (BRK/B) Markel (MKL) Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
Tags Kinsale Capital (KNSL) Intuitive Surgical (ISRG) W/R/ Berkley (WRB)
From Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
Tags Friday File Berkshire Hathaway (BRK/B) International General Insurance Holdings (IGIC)
From Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
Tags Kinsale Capital (KNSL) Goosehead Insurance (GSHD) American Financial Group (AFG)
From Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
Tags Equifund Ferrari (RACE) IonQ (IONQ)
From Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
Tickers GOLD
Tags iShares iBonds 1/5 Year Corporate Ladder ETF (LDRC) Vox Royalty (VOXR) Pershing Square Holdings (PSH/AS PSHZF)
From Stock Gumshoe
Friday File: Stop Losses and the Big Picture
Tags Bill Ackman Huntington Ingalls Industries (HII) Howard Hughes Holdings (HHH)
From Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
Tickers UBER
Tags Friday File Markel (MKL) Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
Tags NuScale Power (SMR) Chubb (CB) Nvidia (NVDA)
From Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
Tags Travelers (TRV) W/R/ Berkley (WRB) Intuitive Surgical (ISRG)
From Stock Gumshoe
Friday File: Finally Sealing the Lock Box
Tags Stocks Big Picture / Asset Allocation Friday File
From Stock Gumshoe
Announcing the 2024 Turkey of the Year
Tags BioArctic (BIOA/B/ST BRCTF) Frank Curzio Nick Hodge
From Stock Gumshoe
Friday File: Odds of Success?
Tags The Trade Desk (TTD) Big Picture / Asset Allocation Penguin Solutions (PENG) (was SMART Global)
From Stock Gumshoe
Friday File: What Now?
Tags Big Picture / Asset Allocation The Trade Desk (TTD) Stocks
From Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
Tags Domino's Pizza (DPZ) Intuitive Surgical (ISRG) 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 Technology Artificial Intelligence (A/I/) Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
Tickers GOLD
Tags gold Power REIT (PW) Exor (EXO/AS EXXRF)
From Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
Tickers GOLD
Tags Big Picture / Asset Allocation Royal Philips (PHG) Stem (STEM)
From Stock Gumshoe
Friday File: Sweet Times
Tags Brookfield Corp (BN) American Financial Group (AFG) W/R/ Berkley (WRB)
From Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
Tags EQT (EQT) Ethereum (ETH) Trade Note
From Stock Gumshoe
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