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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 Vizsla Royalties (VROY/V VROYF) Triple Flag Precious Metals (TFPM) Royal Gold (RGLD)
From Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
May 08, 2026
Tags Viper Energy (VNOM) Howard Hughes Holdings (HHH) MercadoLibre (MELI)
From Stock Gumshoe
Friday File: Alphabet Wins! Now What?
May 01, 2026
Tags Friday File Nvidia (NVDA) Pershing Square USA (PSUS)
From Stock Gumshoe
Friday File: Looking back at NVIDIA
August 22, 2025
Tags NuScale Power (SMR) Oklo (OKLO) Amazon (AMZN)
From Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags Occidental Petroleum (OXY) Friday File Shopify (SHOP)
From Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags Trade Note Triple Flag Precious Metals (TFPM/TO) Dakota Gold (DC)
From Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags QXO (QXO) Sky Harbour (SKYH) Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags YieldMax Options Income ETFs Royal Gold (RGLD) Sandstorm Gold (SAND SSL/TO)
From Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags Palantir (PLTR) Constellation Energy (CEG) Markel (MKL)
From Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers GOLD UBER
Tags Big Picture / Asset Allocation Friday File Alphabet (GOOGL GOOG)
From Stock Gumshoe
Thank You, Mr. Buffett
May 05, 2025
Tags Markel (MKL) Berkshire Hathaway (BRK/B) Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
Tags Big Picture / Asset Allocation Friday File AngloGold Ashanti Ltd/ (AU)
From Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags Berkshire Hathaway (BRK/B) International General Insurance Holdings (IGIC) Remy Cointreau (RCO/PA REMYY REMYF)
From Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags Osisko Gold Royalties (OR) Sky Harbour (SKYH) Sandstorm Gold (SAND SSL/TO)
From Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags ProShares Short S&P 500 ETF (SH) Eagle Energy Metals Rigetti Computing (RGTI)
From Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers GOLD
Tags Sandstorm Gold (SAND SSL/TO) iShares 1/5 Year TIPS Ladder ETF (LDRI) iShares iBonds 1/5 Year Treasury Ladder ETF (LDRT)
From Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags Nvidia (NVDA) iShares 1/5 Year TIPS Ladder ETF (LDRI) Sandstorm Gold (SAND SSL/TO)
From Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers UBER
Tags American Financial Group (AFG) Friday File Markel (MKL)
From Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags Nvidia (NVDA) Foreign Investments Permian Basin Royalty Trust (PBT)
From Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
Tags Brookfield Corp (BN) Chubb (CB) NuScale Power (SMR)
From Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
Tags GameStop (GME) Friday File Unity Software (U)
From Stock Gumshoe
Announcing the 2024 Turkey of the Year
November 27, 2024
Tags UIPath (PATH) Cosa Resources (COSA/V COSAF) Absci (ABSI)
From Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags Friday File Nvidia (NVDA) Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: What Now?
November 08, 2024
Tags BWX Technologies (BWXT) Par Technology (PAR) 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 Friday File Stocks 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 Big Picture / Asset Allocation Artificial Intelligence (A/I/) Technology
From Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers GOLD
Tags Crown Castle (CCI) Trade Note Alphabet (GOOGL GOOG)
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) Trade Note Triple Flag Precious Metals (TFPM/TO)
From Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags Markel (MKL) Dino Polska (DNP/W DNOPY) Chubb (CB)
From Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags EQT (EQT) Black Stone Minerals (BSM) Africa Oil (AOI/TO AOIFF)
From Stock Gumshoe
< Previous 1 2 3 Next >
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