Gumshoe Articles: Big Picture / Asset Allocation

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

Some big picture thoughts from before the current "panic"

Checking in on Big Tech, TTD, IIPR, PCSB, COR, IPOA, NVDA, SHOP and YTRA

A quick check on big tech pre-earnings, including some profit-taking

Updates on Altius, Clean TeQ, eCobalt, Equinox, First Mining, Maverix, Sandstorm, US Gold
(plus JD.com and a couple option trade updates)

Outlining my new (simple and limited) hedging strategy

Annual Review: Insurance and related stocks