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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)
Vox Royalty (VOXR)
Elemental Royalty (ELE)
From
Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
May 08, 2026
Tags
Stocks
Berkshire Hathaway (BRK/B)
International General Insurance Holdings (IGIC)
From
Stock Gumshoe
Friday File: Alphabet Wins! Now What?
May 01, 2026
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Microsoft (MSFT)
Friday File
Brown & Brown (BRO)
From
Stock Gumshoe
Friday File: Looking back at NVIDIA
August 22, 2025
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Apple (AAPL)
Kairos Power
NuScale Power (SMR)
From
Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags
Coinbase (COIN)
International General Insurance Holdings (IGIC)
CSX Corp (CSX)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
Vox Royalty (VOXR)
Gold/Precious Metals & Mining
Stocks
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
Big Picture / Asset Allocation
Burford Capital (BUR)
Friday File
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags
Wheaton Precious Metals (WPM)
American Integrity Insurance (AII)
Diageo (DEO)
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
Markel (MKL)
Franco/Nevada (FNV)
The Metals Company (TMC)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Solaris Resources (SLSR)
Michael Cembalest
Nike (NKE)
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
Big Picture / Asset Allocation
Markel (MKL)
Altius Minerals (ALS/TO ATUSF)
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
ALPS Alerian MLP (AMLP)
Keysight (KEYS)
Hershey (HSY)
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
Sky Harbour (SKYH)
Friday File
Royal Gold (RGLD)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
Options or Futures
ProShares Short S&P 500 ETF (SH)
D/Wave Quantum (QBTS)
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
Energy
QXO (QXO)
Primecap Odyssey Growth (POGRX)
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
Big Picture / Asset Allocation
Brookfield Asset Management (BAM)
Bill Ackman
From
Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers
UBER
Tags
Big Picture / Asset Allocation
Alphabet (GOOGL GOOG)
Friday File
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Cisco (CSCO)
Technology
Brown & Brown (BRO)
From
Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
Tags
ETFs or Mutual Funds
Big Picture / Asset Allocation
Intuitive Surgical (ISRG)
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
Tags
WIngstop (WING)
Friday File
Cloudflare (NET)
From
Stock Gumshoe
Announcing the 2024 Turkey of the Year
November 27, 2024
Tags
Paradigm Press
Junior Resource Speculator
Curzio Research
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
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Roku (ROKU)
Dream Finders Homes (DFH)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: What Now?
November 08, 2024
Tags
Toast (TOST)
Amazon (AMZN)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
Tags
The Trade Desk (TTD)
Africa Oil (AOI/TO AOIFF)
Tesla Motors (TSLA)
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
Amazon (AMZN)
Big Picture / Asset Allocation
Model N (MODN)
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Jéronimo Martins (JRONY JRONF)
Royal Philips (PHG)
Stem (STEM)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
Chubb (CB)
Travelers (TRV)
W/R/ Berkley (WRB)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
ALPS Alerian MLP (AMLP)
Bitcoin (BTC)
EQT (EQT)
From
Stock Gumshoe
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