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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 Aurora Innovation (AUR) Cerebras (CBRS) Brookfield Corp (BN)
From Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
May 08, 2026
Tags BWX Technologies (BWXT) Howard Hughes Holdings (HHH) Berkshire Hathaway (BRK/B)
From Stock Gumshoe
Friday File: Alphabet Wins! Now What?
May 01, 2026
Tags Pershing Square (PS) Markel (MKL) Viper Energy (VNOM)
From Stock Gumshoe
Friday File: Looking back at NVIDIA
August 22, 2025
Tags Apple (AAPL) BWX Technologies (BWXT) GE Vernova (GEV)
From Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags Income Investing Burford Capital (BUR) Permian Basin Royalty Trust (PBT)
From Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags Nvidia (NVDA) Burford Capital (BUR) Dakota Gold (DC)
From Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags Evolution (EVO/ST EVVTY EVGGF) QXO (QXO) Friday File
From Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags YieldMax Options Income ETFs JPMorgan Equity Premium Income ETF (JEPI) W/R/ Berkley (WRB)
From Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags Sandstorm Gold (SAND SSL/TO) Energy Franco/Nevada (FNV)
From Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers GOLD UBER
Tags Nvidia (NVDA) gold BWX Technologies (BWXT)
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) Orogen (OGN/V OGNRF) QXO (QXO)
From Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags Markel (MKL) Diageo (DEO) Keysight (KEYS)
From Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags Triple Flag Precious Metals (TFPM/TO) Vox Royalty (VOXR) Gold/Precious Metals & Mining
From Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags Danny Moses Barry Ritholz ProShares Short S&P 500 ETF (SH)
From Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers GOLD
Tags Royal Gold (RGLD) Energy Sandstorm Gold (SAND SSL/TO)
From Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags Keysight (KEYS) Royal Gold (RGLD) Franco/Nevada (FNV)
From Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers UBER
Tags Big Picture / Asset Allocation Friday File Alphabet (GOOGL GOOG)
From Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags Chubb (CB) Sabine Royalty Trust (SBR) Oklo (OKLO)
From Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
Tags ETFs or Mutual Funds ALPS Alerian MLP (AMLP) Chubb (CB)
From Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
Tags Unity Software (U) Big Picture / Asset Allocation Friday File
From Stock Gumshoe
Announcing the 2024 Turkey of the Year
November 27, 2024
Tags Frank Curzio Absci (ABSI) Digest Publishing
From Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags Trade Note Alphabet (GOOGL GOOG) Friday File
From Stock Gumshoe
Friday File: What Now?
November 08, 2024
Tags DigitalBridge (DBRG) Brookfield Corp (BN) Bank of America (BAC)
From Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
Tags Enphase Energy (ENPH) 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 Technology Big Picture / Asset Allocation Artificial Intelligence (A/I/)
From Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers GOLD
Tags Sandstorm Gold (SAND SSL/TO) Amazon (AMZN) Crown Castle (CCI)
From Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers GOLD
Tags Royal Gold (RGLD) John Maynard Keynes Sandstorm Gold (SAND SSL/TO)
From Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags Travelers (TRV) Big Picture / Asset Allocation Trade Note
From Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags Keysight (KEYS) Shopify (SHOP) Par Technology (PAR)
From Stock Gumshoe
< Previous 1 2 3 Next >
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