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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 Versamet Royalties (VMET) Pershing Square Holdings (PSH/L PSHZF) Cerebras (CBRS)
From Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
May 08, 2026
Tags Howard Hughes Holdings (HHH) MercadoLibre (MELI) Viper Energy (VNOM)
From Stock Gumshoe
Friday File: Alphabet Wins! Now What?
May 01, 2026
Tags Markel (MKL) Viper Energy (VNOM) OpenAI
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 Travelers (TRV) Cryptocurrencies CSX Corp (CSX)
From Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags Nvidia (NVDA) Big Picture / Asset Allocation YPF (YPF)
From Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags Evolution (EVO/ST EVVTY EVGGF) Friday File Oklo (OKLO)
From Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags Diageo (DEO) Gold/Precious Metals & Mining Franco/Nevada (FNV)
From Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags Franco/Nevada (FNV) Gold/Precious Metals & Mining IonQ (IONQ)
From Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers GOLD UBER
Tags Nike (NKE) GE Vernova (GEV) Sandstorm Gold (SAND SSL/TO)
From Stock Gumshoe
Thank You, Mr. Buffett
May 05, 2025
Tags Big Picture / Asset Allocation Berkshire Hathaway (BRK/B) Markel (MKL)
From Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
Tags Markel (MKL) QXO (QXO) Chubb (CB)
From Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags Friday File Exor (EXO/AS EXXRF) Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags Brown & Brown (BRO) Royal Gold (RGLD) Orogen (OGN/V OGNRF)
From Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags IonQ (IONQ) Berkshire Hathaway (BRK/B) Beacon Roofing (BECN)
From Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers GOLD
Tags QXO (QXO) Acacia Research (ACTG) Universal Music Group (UMG/AS UMGNF)
From Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags The Trade Desk (TTD) Ray Dalio Vistra (VST)
From Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers UBER
Tags Atkore (ATKR) Huntington Ingalls Industries (HII) Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags Cisco (CSCO) Technology Amazon (AMZN)
From Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
Tags Vistra (VST) Oklo (OKLO) NuScale Power (SMR)
From Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
Tags WIngstop (WING) PubMatic (PUBM) Brookfield Asset Management (BAM)
From Stock Gumshoe
Announcing the 2024 Turkey of the Year
November 27, 2024
Tags BioArctic (BIOA/B/ST BRCTF) Nick Hodge's Foundational Profits Verses AI (VERS/NEO VRSSF)
From Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags Toast (TOST) The Trade Desk (TTD) Dream Finders Homes (DFH)
From Stock Gumshoe
Friday File: What Now?
November 08, 2024
Tags The Trade Desk (TTD) Amazon (AMZN) Celsius Holdings (CELH)
From Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
Tags Nvidia (NVDA) Tesla Motors (TSLA) 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/) Big Picture / Asset Allocation Technology
From Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers GOLD
Tags Trade Note Crown Castle (CCI) Sandstorm Gold (SAND SSL/TO)
From Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers GOLD
Tags Dino Polska (DNP/W DNOPY) Royal Philips (PHG) Acacia Research (ACTG)
From Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags Diageo (DEO) Chapters Group (CHG/DE) Berkshire Hathaway (BRK/B)
From Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags Black Stone Minerals (BSM) Africa Oil (AOI/TO AOIFF) EQT (EQT)
From Stock Gumshoe
< Previous 1 2 3 Next >
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