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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)
Nvidia (NVDA)
Kairos Power
From
Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags
Shopify (SHOP)
Burford Capital (BUR)
W/R/ Berkley (WRB)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
Amazon (AMZN)
WPP Group (WPPGY)
Burford Capital (BUR)
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
Burford Capital (BUR)
QXO (QXO)
Roku (ROKU)
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags
American Integrity Insurance (AII)
Franco/Nevada (FNV)
Gold/Precious Metals & Mining
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
Markel (MKL)
Gold/Precious Metals & Mining
Constellation Energy (CEG)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
GE Vernova (GEV)
BWX Technologies (BWXT)
NuScale Power (SMR)
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
AngloGold Ashanti Ltd/ (AU)
Trade Note
Big Picture / Asset Allocation
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)
Keysight (KEYS)
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
Boston Omaha (BOC)
QXO (QXO)
Goosehead Insurance (GSHD)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
D/Wave Quantum (QBTS)
Barry Ritholz
Jeffrey Gundlach
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
Gold/Precious Metals & Mining
Glencore (GLEN/L GLNCY)
Income Investing
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
Ray Dalio
International General Insurance Holdings (IGIC)
iShares 1/5 Year TIPS Ladder ETF (LDRI)
From
Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers
UBER
Tags
American Financial Group (AFG)
Atkore (ATKR)
Pershing Square Holdings (PSH/AS PSHZF)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
BWX Technologies (BWXT)
Chubb (CB)
Cisco (CSCO)
From
Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
Tags
Brookfield Corp (BN)
Vistra (VST)
ETFs or Mutual Funds
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
Tags
Domino's Pizza (DPZ)
Big Picture / Asset Allocation
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Announcing the 2024 Turkey of the Year
November 27, 2024
Tags
Money & Markets
Turkey of the Year
Albemarle (ALB)
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags
Alphabet (GOOGL GOOG)
Brown & Brown (BRO)
Dream Finders Homes (DFH)
From
Stock Gumshoe
Friday File: What Now?
November 08, 2024
Tags
Toast (TOST)
Celsius Holdings (CELH)
Talen Energy (TLN)
From
Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
Tags
Nvidia (NVDA)
Repligen (RGEN)
Enphase Energy (ENPH)
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
Artificial Intelligence (A/I/)
Big Picture / Asset Allocation
Technology
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
American Tower (AMT)
$100K Lock Box
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
Hermes (RMS/PA HESAY)
John Maynard Keynes
Tapestry (TPR)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
American Financial Group (AFG)
Nvidia (NVDA)
Brookfield Corp (BN)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
cryptocurrencies
Ethereum (ETH)
Par Technology (PAR)
From
Stock Gumshoe
What’s Going On with Palm Beach and MarketWise?
February 14, 2024
Tags
Teeka Tiwari
Rogue Economics
Palm Beach Venture
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
BrainChip (BRN/AX BRCHF)
Meta Platforms (META)
Ulta Beauty (ULTA)
From
Stock Gumshoe
Friday File: Fill up your Snifter
January 05, 2024
Tags
Suntory (2578/T STBFY STBFF)
Diageo (DEO)
Friday File
From
Stock Gumshoe
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