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Latest News about Big Picture / Asset Allocation

Recent news which mentions Big Picture / Asset Allocation

< Previous 1 2 3 Next >
Friday File: Portfolio Construction in a Time of Greed and Fear
May 15, 2026
Tags Cerebras (CBRS) Aurora Innovation (AUR) WESCO (WCC)
From Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
May 08, 2026
Tags Howard Hughes Holdings (HHH) BWX Technologies (BWXT) Stocks
From Stock Gumshoe
Friday File: Alphabet Wins! Now What?
May 01, 2026
Tags Stocks OpenAI Domino's Pizza (DPZ)
From Stock Gumshoe
Friday File: Looking back at NVIDIA
August 22, 2025
Tags Tencent (0700/HK TXTZF TCEHY) Keysight (KEYS) Microsoft (MSFT)
From Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags Viper Energy Partners (VNOM) Occidental Petroleum (OXY) Dorchester Minerals (DMLP)
From Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags YPF (YPF) Northern Star Resources (NST/AX NESRF) Royal Gold (RGLD)
From Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags Sky Harbour (SKYH) Burford Capital (BUR) Oklo (OKLO)
From Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags Diageo (DEO) Heritage Insurance (HRTG) Royal Gold (RGLD)
From Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags Palantir (PLTR) Oklo (OKLO) GE Vernova (GEV)
From Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers GOLD UBER
Tags Solaris Resources (SLSR) Alphabet (GOOGL GOOG) Canadian Pacific (CP)
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 Friday File Big Picture / Asset Allocation Trade Note
From Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags Sandstorm Gold (SAND SSL/TO) Big Picture / Asset Allocation Friday File
From Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags Goosehead Insurance (GSHD) Sky Harbour (SKYH) Brown & Brown (BRO)
From Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags Amazon (AMZN) Iveco (IVG/MI IVCGF) ETFs or Mutual Funds
From Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers GOLD
Tags SSR Mining (SSRM) ETFs or Mutual Funds iShares iBonds 1/5 Year High Yield and Income Ladder ETF (LDRH)
From Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags Ray Dalio Acacia Research (ACTG) Dino Polska (DNP/W DNOPY)
From Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers UBER
Tags Huntington Ingalls Industries (HII) Atkore (ATKR) Pershing Square Holdings (PSH/AS PSHZF)
From Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags Cloudflare (NET) BWX Technologies (BWXT) Permian Basin Royalty Trust (PBT)
From Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
Tags W/R/ Berkley (WRB) Cameco (CCJ) Vistra (VST)
From Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
Tags Kinsale Capital (KNSL) Stocks Goosehead Insurance (GSHD)
From Stock Gumshoe
Announcing the 2024 Turkey of the Year
November 27, 2024
Tags Pacific Biosciences (PACB) Apache (APA) Junior Resource Speculator
From Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags Alphabet (GOOGL GOOG) Trade Note Friday File
From Stock Gumshoe
Friday File: What Now?
November 08, 2024
Tags BWX Technologies (BWXT) Apple (AAPL) 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 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 Artificial Intelligence (A/I/) Technology Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers GOLD
Tags Big Picture / Asset Allocation Friday File Trade Note
From Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers GOLD
Tags Kering (KER/PA PPRUY PPRUF) gold Nvidia (NVDA)
From Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags Berkshire Hathaway (BRK/B) Chubb (CB) Pernod Ricard (RI/PA PRNDY PDRDF)
From Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags Dorchester Minerals (DMLP) Keysight (KEYS) Shopify (SHOP)
From Stock Gumshoe
< Previous 1 2 3 Next >
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