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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: Portfolio Construction in a Time of Greed and Fear
May 15, 2026
Tags
Brookfield Corp (BN)
Sky Harbour (SKYH)
WESCO (WCC)
From
Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
May 08, 2026
Tags
BWX Technologies (BWXT)
Howard Hughes Holdings (HHH)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Alphabet Wins! Now What?
May 01, 2026
Tags
Pershing Square (PS)
Markel (MKL)
Microsoft (MSFT)
From
Stock Gumshoe
Friday File: Looking back at NVIDIA
August 22, 2025
Tags
GE Vernova (GEV)
Oklo (OKLO)
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
Constellation Energy (CEG)
Markel (MKL)
Shopify (SHOP)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
Stocks
GSR III Acquisition (GSRT // SPAC to become Terra Innovatum (NKLR))
PepsiCo (PEP)
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
Big Picture / Asset Allocation
QXO (QXO)
Friday File
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags
BHP Billiton (BHP)
NatGold
Global X Nasdaq Covered Call ETF (QYLD)
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
GE Vernova (GEV)
Oklo (OKLO)
Palantir (PLTR)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Uber
Universal Music Group (UMG/AS UMGNF)
GE Vernova (GEV)
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
Orogen (OGN/V OGNRF)
AngloGold Ashanti Ltd/ (AU)
Kinsale Capital (KNSL)
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
Hershey (HSY)
International General Insurance Holdings (IGIC)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
Sky Harbour (SKYH)
Goosehead Insurance (GSHD)
Osisko Gold Royalties (OR)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
IonQ (IONQ)
Exor (EXO/AS EXXRF)
Ferrari (RACE)
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
ALPS Alerian MLP (AMLP)
QXO (QXO)
iShares iBonds 1/5 Year Treasury Ladder ETF (LDRT)
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
Keysight (KEYS)
Royal Gold (RGLD)
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers
UBER
Tags
W/R/ Berkley (WRB)
Amazon (AMZN)
Uber
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Cisco (CSCO)
Foreign Investments
Texas Pacific Land Trust (TPL)
From
Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
Tags
ETFs or Mutual Funds
ALPS Alerian MLP (AMLP)
Chubb (CB)
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
Tags
Goosehead Insurance (GSHD)
Topicus (TOI/V TOITF)
Domino's Pizza (DPZ)
From
Stock Gumshoe
Announcing the 2024 Turkey of the Year
November 27, 2024
Tags
Motley Fool Market Pass
UIPath (PATH)
Eric Wade
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags
Chubb (CB)
Toast (TOST)
Roku (ROKU)
From
Stock Gumshoe
Friday File: What Now?
November 08, 2024
Tags
Celsius Holdings (CELH)
Nvidia (NVDA)
BWX Technologies (BWXT)
From
Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
Tags
Stocks
Domino's Pizza (DPZ)
Intuitive Surgical (ISRG)
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
Technology
Big Picture / Asset Allocation
Artificial Intelligence (A/I/)
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
gold
options
Income Investing
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Triple Flag Precious Metals (TFPM/TO)
Big Picture / Asset Allocation
Friday File
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
Arch Capital (ACGL)
W/R/ Berkley (WRB)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
EQT (EQT)
Stansberry's Investment Advisory
Ethereum (ETH)
From
Stock Gumshoe
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