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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
Cisco (CSCO)
Alphabet (GOOGL GOOG)
Apple (AAPL)
From
Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags
Friday File
Kinsale Capital (KNSL)
Franco/Nevada (FNV)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
The Trade Desk (TTD)
Hershey (HSY)
Friday File
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
Oklo (OKLO)
QXO (QXO)
Sky Harbour (SKYH)
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags
YieldMax Options Income ETFs
Franco/Nevada (FNV)
Lundin Mining (LUN/TO LUNMF)
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
Palantir (PLTR)
QXO (QXO)
Markel (MKL)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
gold
GE Vernova (GEV)
Oklo (OKLO)
From
Stock Gumshoe
Thank You, Mr. Buffett
May 05, 2025
Tags
Berkshire Hathaway (BRK/B)
Big Picture / Asset Allocation
Markel (MKL)
From
Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
Tags
W/R/ Berkley (WRB)
Chubb (CB)
Trade Note
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
International General Insurance Holdings (IGIC)
Trade Note
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
Goosehead Insurance (GSHD)
Berkshire Hathaway (BRK/B)
Markel (MKL)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
Options or Futures
WisdomTree Japan SmallCap Dividend Fund (DFJ)
Jeffrey Gundlach
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
Stocks
Big Picture / Asset Allocation
Gold/Precious Metals & Mining
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
Trade Note
Bruce Flatt
Bill Ackman
From
Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers
UBER
Tags
Uber
Markel (MKL)
Atkore (ATKR)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Texas Pacific Land Trust (TPL)
Daily Journal (DJCO)
Foreign Investments
From
Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
Tags
ETFs or Mutual Funds
Vistra (VST)
Friday File
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
Tags
Goosehead Insurance (GSHD)
Domino's Pizza (DPZ)
Big Picture / Asset Allocation
From
Stock Gumshoe
Announcing the 2024 Turkey of the Year
November 27, 2024
Tags
Junior Resource Speculator
Verses AI (VERS/NEO VRSSF)
Brad Thomas
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags
The Trade Desk (TTD)
Friday File
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: What Now?
November 08, 2024
Tags
Stocks
Big Picture / Asset Allocation
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
Tags
Enphase Energy (ENPH)
Africa Oil (AOI/TO AOIFF)
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
gold
Crown Castle (CCI)
Microsoft (MSFT)
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
Market Vectors Junior Gold Miners ETF (GDXJ)
Jéronimo Martins (JRONY JRONF)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
Markel (MKL)
Travelers (TRV)
Arch Capital (ACGL)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Keysight (KEYS)
Friday File
Africa Oil (AOI/TO AOIFF)
From
Stock Gumshoe
What’s Going On with Palm Beach and MarketWise?
February 14, 2024
Tags
Legacy Research Group
Palm Beach Letter
Chris Weber
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
Recursion Pharmaceuticals (RXRX)
Air Liquide (AIQUY AIQUF)
Dupont (DD)
From
Stock Gumshoe
Friday File: Fill up your Snifter
January 05, 2024
Tags
Diageo (DEO)
Big Picture / Asset Allocation
Medical Properties Trust (MPW)
From
Stock Gumshoe
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