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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: Bargains and Busts as Earnings Season fades
August 18, 2023
Tags
Toast (TOST)
Trade Note
NVR (NVR)
From
Stock Gumshoe
Monday File: A Trade Note about Hedging
July 31, 2023
Tags
Hedging
S&P 500 ETF (SPY)
Friday File
From
Stock Gumshoe
Friday File: Season Opens… what’s up with Intuitive, W.R. Berkley, Teqnion and the rest?
July 21, 2023
Tags
Friday File
Medtronic (MDT)
Teqnion (TEQ/ST)
From
Stock Gumshoe
Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
July 14, 2023
Tickers
UBER
Tags
Vanguard Wellington (VWELX)
Big Picture / Asset Allocation
Penny Options Trader
From
Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
July 07, 2023
Tags
Brookfield Reinsurance (BNRE)
Brookfield Asset Management (BAM)
Bloom Energy (BE)
From
Stock Gumshoe
Friday File: U-Haul, Teqnion, a $100K Lock Box addition… and a Couple new Watchlist Stocks
June 02, 2023
Tags
serial acquirers
$100K Lock Box
Friday File
From
Stock Gumshoe
Friday File — WESCO, Icahn and more…
May 05, 2023
Tickers
GOLD
Tags
Big Picture / Asset Allocation
gold
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Insurance Co. Highs and Lows
April 28, 2023
Tags
Stocks
Big Picture / Asset Allocation
Sociedad Quimica y Minera de Chile (SQM)
From
Stock Gumshoe
Friday File: Buying a Dinosaur
April 21, 2023
Tags
Friday File
Dream Finders Homes (DFH)
Hercules Technology Growth Capital (HTGC)
From
Stock Gumshoe
Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
April 14, 2023
Tags
Gold/Precious Metals & Mining
Technology
Cryptocurrencies
From
Stock Gumshoe
Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
April 07, 2023
Tags
Friday File
Howard Hughes Corp (HHC)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: Updates on Boston Omaha and Ecora
March 31, 2023
Tags
Chevron (CVX)
Ecora Resources (ECOR/L ECOR/TO ECRAF)
Sky Harbour (SKYH)
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
Black Stone Minerals (BSM)
Friday File
Cameco (CCJ)
From
Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
Tags
Microsoft (MSFT)
Big Picture / Asset Allocation
Stocks
From
Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
Tags
Marathon Oil (MRO)
Enphase Energy (ENPH)
Huntington Ingalls Industries (HII)
From
Stock Gumshoe
Top Teasers of 2022
December 28, 2022
Tags
PG&E Corp (PCG)
Hercules Technology Growth Capital (HTGC)
Construction Partners (ROAD)
From
Stock Gumshoe
Friday File: Nibbling on High Yields
December 23, 2022
Tags
Brookfield Asset Management (BAM)
Income Investing
Brookfield Corp (BN)
From
Stock Gumshoe
2022 Turkey of the Year
November 22, 2022
Tags
Empire Financial Research
Big Picture / Asset Allocation
FuboTV (FUBO)
From
Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
Tags
Enhabit (EHAB)
Intel (INTC)
Fidelity National Information Services (FIS)
From
Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
Tags
Series I Savings Bonds
Huntington Ingalls Industries (HII)
Friday File
From
Stock Gumshoe
Friday File: What Have I Been MOST Wrong About?
November 04, 2022
Tags
Camping World (CWH)
The Trade Desk (TTD)
Perimeter Solutions (PRM)
From
Stock Gumshoe
Friday File: Growing WITHOUT Big Tech?
October 28, 2022
Tags
Shopify (SHOP)
Microsoft (MSFT)
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Prophets of Doom
October 21, 2022
Tags
Atkore (ATKR)
Construction Partners (ROAD)
American Tower (AMT)
From
Stock Gumshoe
Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
October 14, 2022
Tags
Morgan Housel
DigitalBridge (DBRG)
Compass Minerals (CMP)
From
Stock Gumshoe
Friday File: Buying a “God”
October 07, 2022
Tags
natural gas
Porter Stansberry
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Selling Royalties, Buying Value and Asset Management
September 23, 2022
Tickers
GOLD
Tags
DocuSign (DOCU)
Market Vectors Gold Miners ETF (GDX)
DigitalBridge (DBRG)
From
Stock Gumshoe
Friday File: Inflation Protection
September 16, 2022
Tags
Friday File
Series I Savings Bonds
iShares TIPS Bond ETF (TIPS)
From
Stock Gumshoe
Friday File: Revenge on Private Equity?
August 12, 2022
Tags
Nvidia (NVDA)
American Tower (AMT)
PubMatic (PUBM)
From
Stock Gumshoe
Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
Tags
Markel (MKL)
NVR (NVR)
Kennedy Wilson (KW)
From
Stock Gumshoe
Friday File: A Couple Buys on Reentry
July 15, 2022
Tags
Altius Minerals (ALS/TO ATUSF)
Kings Garden
Anglo Pacific Group (APF/L APY/TO AGPIF)
From
Stock Gumshoe
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