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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 Friday File Brookfield Asset Management (BAM) Acacia Research (ACTG)
From Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
May 08, 2026
Tags Viper Energy (VNOM) MercadoLibre (MELI) Amrize (AMRZ)
From Stock Gumshoe
Friday File: Alphabet Wins! Now What?
May 01, 2026
Tags Microsoft (MSFT) Markel (MKL) Domino's Pizza (DPZ)
From Stock Gumshoe
Friday File: Looking back at NVIDIA
August 22, 2025
Tags Tencent (0700/HK TXTZF TCEHY) GE Vernova (GEV) Oklo (OKLO)
From Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags Atlas Energy (ATLE/V CANSD) Wheaton Precious Metals (WPM) International General Insurance Holdings (IGIC)
From Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags Big Picture / Asset Allocation Stocks Vox Royalty (VOXR)
From Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags Oklo (OKLO) Friday File Burford Capital (BUR)
From Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags Sandstorm Gold (SAND SSL/TO) Friday File Heritage Insurance (HRTG)
From Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags Franco/Nevada (FNV) Palantir (PLTR) American Financial Group (AFG)
From Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers GOLD UBER
Tags Big Picture / Asset Allocation Brookfield Corp (BN) Vox Royalty (VOXR)
From Stock Gumshoe
Thank You, Mr. Buffett
May 05, 2025
Tags Markel (MKL) Big Picture / Asset Allocation Berkshire Hathaway (BRK/B)
From Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
Tags Intuitive Surgical (ISRG) Friday File W/R/ Berkley (WRB)
From Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags Markel (MKL) Pernod Ricard (RI/PA PRNDY PDRDF) Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags American Financial Group (AFG) Stocks NatGold
From Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags Options or Futures QXO (QXO) Berkshire Hathaway (BRK/B)
From Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers GOLD
Tags QXO (QXO) ALPS Alerian MLP (AMLP) Energy
From Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags Builders FirstSource (BLDR) Greenlight Capital Re (GLRE) QXO (QXO)
From Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers UBER
Tags W/R/ Berkley (WRB) American Financial Group (AFG) Uber
From Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags Sabine Royalty Trust (SBR) Brown & Brown (BRO) Nvidia (NVDA)
From Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
Tags Travelers (TRV) Trade Note W/R/ Berkley (WRB)
From Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
Tags Dream Finders Homes (DFH) PubMatic (PUBM) Topicus (TOI/V TOITF)
From Stock Gumshoe
Announcing the 2024 Turkey of the Year
November 27, 2024
Tags Wide Moat Research James Altucher Verses AI (VERS/NEO VRSSF)
From Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags Chubb (CB) Keysight (KEYS) Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: What Now?
November 08, 2024
Tags Alphabet (GOOGL GOOG) The Trade Desk (TTD) Apple (AAPL)
From Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
Tags Domino's Pizza (DPZ) The Trade Desk (TTD) Big Picture / Asset Allocation
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 Exor (EXO/AS EXXRF) American Tower (AMT)
From Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers GOLD
Tags Options or Futures Fluence Stem (STEM)
From Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags Brookfield Asset Management (BAM) Arch Capital (ACGL) Diageo (DEO)
From Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags Dorchester Minerals (DMLP) Trade Note ALPS Alerian MLP (AMLP)
From Stock Gumshoe
< Previous 1 2 3 Next >
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