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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
Kairos Power
Technology
Meta Platforms (META)
From
Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags
CSX Corp (CSX)
Sandstorm Gold (SAND SSL/TO)
International General Insurance Holdings (IGIC)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
Friday File
Vox Royalty (VOXR)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
Boston Omaha (BOC)
Oklo (OKLO)
Sky Harbour (SKYH)
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags
Global X Nasdaq Covered Call ETF (QYLD)
Heritage Insurance (HRTG)
Franco/Nevada (FNV)
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
Markel (MKL)
Oklo (OKLO)
QXO (QXO)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
GE Vernova (GEV)
Michael Cembalest
Canadian Pacific (CP)
From
Stock Gumshoe
Thank You, Mr. Buffett
May 05, 2025
Tags
Markel (MKL)
Berkshire Hathaway (BRK/B)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
Tags
QXO (QXO)
Altius Minerals (ALS/TO ATUSF)
Chubb (CB)
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
Keysight (KEYS)
Sandstorm Gold (SAND SSL/TO)
International General Insurance Holdings (IGIC)
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
Sky Harbour (SKYH)
Stocks
Hedging
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
International General Insurance Holdings (IGIC)
D/Wave Quantum (QBTS)
IonQ (IONQ)
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
Primecap Odyssey Growth (POGRX)
QXO (QXO)
Income Investing
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
Royal Gold (RGLD)
Builders FirstSource (BLDR)
Bruce Flatt
From
Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers
UBER
Tags
Big Picture / Asset Allocation
American Financial Group (AFG)
Atkore (ATKR)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Westinghouse
Foreign Investments
Trade Note
From
Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
Tags
BWX Technologies (BWXT)
Chubb (CB)
Oklo (OKLO)
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
Tags
Goosehead Insurance (GSHD)
PubMatic (PUBM)
Topicus (TOI/V TOITF)
From
Stock Gumshoe
Announcing the 2024 Turkey of the Year
November 27, 2024
Tags
Pacific Biosciences (PACB)
UIPath (PATH)
Motley Fool Market Pass
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags
Chubb (CB)
Royal Gold (RGLD)
Keysight (KEYS)
From
Stock Gumshoe
Friday File: What Now?
November 08, 2024
Tags
Alphabet (GOOGL GOOG)
BWX Technologies (BWXT)
Bank of America (BAC)
From
Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
Tags
Intuitive Surgical (ISRG)
Stocks
Repligen (RGEN)
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
American Tower (AMT)
Sandstorm Gold (SAND SSL/TO)
options
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Trade Note
obesity
SSR Mining (SSRM)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
Big Picture / Asset Allocation
Nvidia (NVDA)
Diageo (DEO)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Berkshire Hathaway (BRK/B)
Black Stone Minerals (BSM)
Textron (TXT)
From
Stock Gumshoe
What’s Going On with Palm Beach and MarketWise?
February 14, 2024
Tags
Nomi Prins
Matt McCall
Brownstone Research
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
Ulta Beauty (ULTA)
SkyWater Technology (SKYT)
Meta Platforms (META)
From
Stock Gumshoe
Friday File: Fill up your Snifter
January 05, 2024
Tags
Medical Properties Trust (MPW)
Davide Campari/Milano (CPR/MI DVDCF DVCMY)
Brown/Forman (BFB BFA)
From
Stock Gumshoe
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