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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: Looking back at NVIDIA
August 22, 2025
Tags
Tencent (0700/HK TXTZF TCEHY)
Alphabet (GOOGL GOOG)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags
Cryptocurrencies
Occidental Petroleum (OXY)
Coinbase (COIN)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
Royal Gold (RGLD)
Burford Capital (BUR)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
Boston Omaha (BOC)
Burford Capital (BUR)
Roku (ROKU)
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags
Triple Flag Precious Metals (TFPM/TO)
Wheaton Precious Metals (WPM)
American Integrity Insurance (AII)
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
The Metals Company (TMC)
Gold/Precious Metals & Mining
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
NuScale Power (SMR)
Solaris Resources (SLSR)
Friday File
From
Stock Gumshoe
Thank You, Mr. Buffett
May 05, 2025
Tags
Big Picture / Asset Allocation
Markel (MKL)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
Tags
Trade Note
Big Picture / Asset Allocation
Markel (MKL)
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
Berkshire Hathaway (BRK/B)
Friday File
Hershey (HSY)
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
Brown & Brown (BRO)
Boston Omaha (BOC)
Metalla Royalty & Streaming (MTA/V MTAFF)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
Friday File
Berkshire Hathaway (BRK/B)
Hedging
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
Friday File
Energy
QXO (QXO)
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
Brookfield Asset Management (BAM)
Royal Gold (RGLD)
International General Insurance Holdings (IGIC)
From
Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers
UBER
Tags
Alphabet (GOOGL GOOG)
American Financial Group (AFG)
Friday File
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Big Picture / Asset Allocation
Trade Note
Permian Basin Royalty Trust (PBT)
From
Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
Tags
W/R/ Berkley (WRB)
Friday File
Brookfield Corp (BN)
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
Tags
Brookfield Asset Management (BAM)
Stocks
Big Picture / Asset Allocation
From
Stock Gumshoe
Announcing the 2024 Turkey of the Year
November 27, 2024
Tags
Adam O'Dell
BioArctic (BIOA/B/ST BRCTF)
Intelligent Income Investor
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags
Dream Finders Homes (DFH)
Keysight (KEYS)
Brown & Brown (BRO)
From
Stock Gumshoe
Friday File: What Now?
November 08, 2024
Tags
The Trade Desk (TTD)
Par Technology (PAR)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
Tags
Repligen (RGEN)
Advanced Micro Devices (AMD)
Netflix (NFLX)
From
Stock Gumshoe
Artificial Intelligence Stocks A-to-V — Which 63 Stocks Have Been Pitched as “AI” Ideas by Investment Newsletters?
May 22, 2024
Tags
Big Picture / Asset Allocation
Artificial Intelligence (A/I/)
Technology
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
Model N (MODN)
Alphabet (GOOGL GOOG)
Crown Castle (CCI)
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Dino Polska (DNP/W DNOPY)
Stellantis (STLA)
LVMH (MC/PA LVMUY LVMHF)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
options
Markel (MKL)
Stocks
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
ALPS Alerian MLP (AMLP)
Africa Oil (AOI/TO AOIFF)
Trade Note
From
Stock Gumshoe
What’s Going On with Palm Beach and MarketWise?
February 14, 2024
Tags
Empire Financial Research
Colin Tedards
Kris Sayce
From
Stock Gumshoe
The A-to-V of Artificial Intelligence Stocks — 54 Stocks Teased as A.I. Plays by Investment Newsletters
February 12, 2024
Tags
Hon Hai Precision Industry (Foxconn) (2317/TW HNHPF)
Daikin Industries (6367/T DKILF DKILY)
Air Liquide (AIQUY AIQUF)
From
Stock Gumshoe
Friday File: Fill up your Snifter
January 05, 2024
Tags
Medical Properties Trust (MPW)
Big Picture / Asset Allocation
Brown/Forman (BFB BFA)
From
Stock Gumshoe
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