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Latest News about Big Picture / Asset Allocation
Recent news which mentions Big Picture / Asset Allocation
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Friday File: Portfolio Construction in a Time of Greed and Fear
May 15, 2026
Tags
Aurora Innovation (AUR)
Versamet Royalties (VMET)
Cerebras (CBRS)
From
Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
May 08, 2026
Tags
Big Picture / Asset Allocation
Viper Energy (VNOM)
Toast (TOST)
From
Stock Gumshoe
Friday File: Alphabet Wins! Now What?
May 01, 2026
Tags
OpenAI
Viper Energy (VNOM)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Looking back at NVIDIA
August 22, 2025
Tags
Technology
Alphabet (GOOGL GOOG)
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
Burford Capital (BUR)
PIMCO 25+ Year Zero Coupon US Treasury Index ETF (ZROZ)
Diamondback Energy (FANG)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
Royal Gold (RGLD)
Vistra (VST)
Northern Star Resources (NST/AX NESRF)
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
Friday File
Boston Omaha (BOC)
Roku (ROKU)
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags
BHP Billiton (BHP)
Triple Flag Precious Metals (TFPM/TO)
Franco/Nevada (FNV)
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
BigBear/ai (BBAI)
Palantir (PLTR)
SoundHound AI (SOUN)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Equinox Gold (EQX/V EQXFF)
Royal Gold (RGLD)
Friday File
From
Stock Gumshoe
Thank You, Mr. Buffett
May 05, 2025
Tags
Big Picture / Asset Allocation
Markel (MKL)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
Tags
Intuitive Surgical (ISRG)
Kinsale Capital (KNSL)
AngloGold Ashanti Ltd/ (AU)
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
International General Insurance Holdings (IGIC)
Friday File
ALPS Alerian MLP (AMLP)
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
Goosehead Insurance (GSHD)
International General Insurance Holdings (IGIC)
Stocks
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
Exor (EXO/AS EXXRF)
Nvidia (NVDA)
Options or Futures
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
ETFs or Mutual Funds
Income Investing
Royal Gold (RGLD)
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
Brookfield Asset Management (BAM)
Keysight (KEYS)
Vistra (VST)
From
Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers
UBER
Tags
Pershing Square Holdings (PSH/AS PSHZF)
Atkore (ATKR)
W/R/ Berkley (WRB)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Big Picture / Asset Allocation
NuScale Power (SMR)
Westinghouse
From
Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
Tags
Vistra (VST)
Chubb (CB)
Cameco (CCJ)
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
Tags
Goosehead Insurance (GSHD)
Tiptree (TIPT)
Big Picture / Asset Allocation
From
Stock Gumshoe
Announcing the 2024 Turkey of the Year
November 27, 2024
Tags
Albemarle (ALB)
Curzio Research
Critical Elements Corporation (CRE/V CRECF)
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags
Royal Gold (RGLD)
Brown & Brown (BRO)
Chubb (CB)
From
Stock Gumshoe
Friday File: What Now?
November 08, 2024
Tags
BWX Technologies (BWXT)
Brookfield Corp (BN)
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
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
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
$100K Lock Box
Microsoft (MSFT)
Exor (EXO/AS EXXRF)
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)
Acacia Research (ACTG)
Stellantis (STLA)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
Trade Note
Pernod Ricard (RI/PA PRNDY PDRDF)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
EQT (EQT)
Stansberry's Investment Advisory
Keysight (KEYS)
From
Stock Gumshoe
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