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December 11th, 2017
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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
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Royal Gold (RGLD)
Microsoft (MSFT)
Markel (MKL)
From
Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
May 08, 2026
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Stocks
Big Picture / Asset Allocation
Howard Hughes Holdings (HHH)
From
Stock Gumshoe
Friday File: Alphabet Wins! Now What?
May 01, 2026
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Domino's Pizza (DPZ)
Markel (MKL)
Microsoft (MSFT)
From
Stock Gumshoe
Friday File: Looking back at NVIDIA
August 22, 2025
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GE Vernova (GEV)
Tencent (0700/HK TXTZF TCEHY)
Oklo (OKLO)
From
Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
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Chubb (CB)
BWX Technologies (BWXT)
Burford Capital (BUR)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
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Friday File
Dakota Gold (DC)
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
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QXO (QXO)
Big Picture / Asset Allocation
Sky Harbour (SKYH)
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
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YieldMax Options Income ETFs
Franco/Nevada (FNV)
Gold/Precious Metals & Mining
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
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Royal Gold (RGLD)
Markel (MKL)
Gold/Precious Metals & Mining
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
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Howard Hughes Holdings (HHH)
BWX Technologies (BWXT)
Uber
From
Stock Gumshoe
Thank You, Mr. Buffett
May 05, 2025
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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
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Friday File
Intuitive Surgical (ISRG)
Trade Note
From
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Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
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Pernod Ricard (RI/PA PRNDY PDRDF)
Keysight (KEYS)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
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Hedging
ProShares UltraPro QQQ (TQQQ)
Franco/Nevada (FNV)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
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Nvidia (NVDA)
Amazon (AMZN)
International General Insurance Holdings (IGIC)
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
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Stocks
Income Investing
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
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Dino Polska (DNP/W DNOPY)
International General Insurance Holdings (IGIC)
Boyar Research
From
Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers
UBER
Tags
Alphabet (GOOGL GOOG)
Atkore (ATKR)
Friday File
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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Brown & Brown (BRO)
Sabine Royalty Trust (SBR)
W/R/ Berkley (WRB)
From
Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
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NuScale Power (SMR)
Intuitive Surgical (ISRG)
Friday File
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
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Goosehead Insurance (GSHD)
Digital Ocean (DOCN)
Unity Software (U)
From
Stock Gumshoe
Announcing the 2024 Turkey of the Year
November 27, 2024
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UIPath (PATH)
Eric Wade
Brad Thomas
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
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Royal Gold (RGLD)
The Trade Desk (TTD)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: What Now?
November 08, 2024
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Amazon (AMZN)
Bank of America (BAC)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
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Anavex Life Sciences (AVXL)
Netflix (NFLX)
Repligen (RGEN)
From
Stock Gumshoe
Artificial Intelligence Stocks A-to-V — Which 63 Stocks Have Been Pitched as “AI” Ideas by Investment Newsletters?
May 22, 2024
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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
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ALPS Alerian MLP (AMLP)
Trade Note
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
Exor (EXO/AS EXXRF)
LVMH (MC/PA LVMUY LVMHF)
Warren Buffett
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
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Dino Polska (DNP/W DNOPY)
Hershey (HSY)
Trade Note
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
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Friday File
Black Stone Minerals (BSM)
Shopify (SHOP)
From
Stock Gumshoe
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