Gumshoe Articles: Big Picture / Asset Allocation

Thoughts on earnings from FIVE and OKTA from the Real Money Portfolio, plus updates on IIPR, IQ, GOOG, SBUX, uranium and more...

What's being hinted at as an "old faithful" recommendation for Stansberry's Investment Advisory?

An Acquired Taste for the Real Money Portfolio, plus updates on Momo, Kennedy-Wilson, Omega, Estre, Maverix and more...

Have an investment-related question, and embarrassed to not know the answer? A question about what the heck Stock Gumshoe does? Today's your lucky day!

Ian Wyatt teases that "Walmart Quietly Plans New IPO to Crush Amazon" -- what's he talking about?

More thoughts on the latest addition to the Real Money Portfolio, plus a few tech and gold quarterly updates

A few minor Real Money Portfolio trades, plus updates on Aptiv, Berkshire, Clean TeQ, CoreSite, eCobalt, Estre Ambiental, Facebook, Fairfax, JD.com, Kennedy-Wilson, Ligand, Match, Maverix, Medical Properties Trust, Qualcomm, Sandstorm, Shopify, Square, Skyworks, and Xylem... phew!

Notes from the Fairfax Financial Annual Meeting (plus sum-up of a bunch of transactions -- more coming in separate posts this week)

Thoughts on the big picture, plus inflation, bitcoin, life insurers, closed-end funds, gold and more from the Spring Grant's Conference

"If I had to pick one stock to put every penny of my life savings into… this would be it."
What's Stansberry's Extreme Value hinting at as the "Best Gold Business on Earth?"

What's the "Backdoor" into "Immediate Retirement Fund Payouts" being teased by Teeka Tiwari?

What's True Wealth China Opportunities pitching for 100-200% gains in the next couple years, with "de facto government backing"

Reading into Tom Dyson's Palm Beach Letter pitch for “The Secret Investment Account: How to Fund Your Own Worry-Free, 100% Tax-Free Retirement.” This was originally pitched as the "770 Account" and has also been touted as a "702(j) Account" that "pays 30-40X more than bank accounts"

Two buys in the Real Money Portfolio, plus thoughts on Naspers, NVIDIA, IIPR, Fairfax India, Berkshire and General Electric, among others...

A buy from the watchlist, plus thoughts on Tencent, Alphabet, Naspers, Square, Altius and Five Below

Some weekend preaching from your blatherer-in-chief

Full summary of sentiment on my Real Money Portfolio, plus notes on Berkshire, Fairfax, Ligand, Shopify, Omega Healthcare, Square, U.S. Gold, Yatra and some other SPAC speculations

What's Alexander Green's $8 Investment being teased by the Oxford Club?

Checking in on MPW, COR, OHI, LGND, SWKS, FNV and SQ