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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: Looking back at NVIDIA
August 22, 2025
Tags
Alphabet (GOOGL GOOG)
Tencent (0700/HK TXTZF TCEHY)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags
Kinsale Capital (KNSL)
CSX Corp (CSX)
Franco/Nevada (FNV)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
The Trade Desk (TTD)
Sandstorm Gold (SAND SSL/TO)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
Evolution (EVO/ST EVVTY EVGGF)
Oklo (OKLO)
Sky Harbour (SKYH)
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags
Triple Flag Precious Metals (TFPM/TO)
Wheaton Precious Metals (WPM)
American Integrity Insurance (AII)
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
Big Picture / Asset Allocation
Markel (MKL)
International General Insurance Holdings (IGIC)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Equinox Gold (EQX/V EQXFF)
gold
BWX Technologies (BWXT)
From
Stock Gumshoe
Thank You, Mr. Buffett
May 05, 2025
Tags
Berkshire Hathaway (BRK/B)
Markel (MKL)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
Tags
Chubb (CB)
Kinsale Capital (KNSL)
Friday File
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
International General Insurance Holdings (IGIC)
Exor (EXO/AS EXXRF)
Remy Cointreau (RCO/PA REMYY REMYF)
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
Kinsale Capital (KNSL)
ProShares UltraPro QQQ (TQQQ)
Franco/Nevada (FNV)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
Alphabet (GOOGL GOOG)
Nvidia (NVDA)
Danny Moses
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
Big Picture / Asset Allocation
iShares iBonds 1/5 Year Corporate Ladder ETF (LDRC)
Stocks
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
KKR & Co/ (KKR)
Sandstorm Gold (SAND SSL/TO)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers
UBER
Tags
Atkore (ATKR)
Pershing Square Holdings (PSH/AS PSHZF)
Amazon (AMZN)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
BWX Technologies (BWXT)
Texas Pacific Land Trust (TPL)
Foreign Investments
From
Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
Tags
Cameco (CCJ)
ALPS Alerian MLP (AMLP)
BWX Technologies (BWXT)
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
Tags
Topicus (TOI/V TOITF)
Cloudflare (NET)
Dream Finders Homes (DFH)
From
Stock Gumshoe
Announcing the 2024 Turkey of the Year
November 27, 2024
Tags
Big Picture / Asset Allocation
Nick Hodge
Nick Hodge's Foundational Profits
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags
Keysight (KEYS)
Dream Finders Homes (DFH)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: What Now?
November 08, 2024
Tags
Par Technology (PAR)
The Trade Desk (TTD)
Berkshire Hathaway (BRK/B)
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)
The Trade Desk (TTD)
Intuitive Surgical (ISRG)
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
Technology
Artificial Intelligence (A/I/)
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
Model N (MODN)
Alphabet (GOOGL GOOG)
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
LVMH (MC/PA LVMUY LVMHF)
Options or Futures
Jéronimo Martins (JRONY JRONF)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
Dino Polska (DNP/W DNOPY)
Diageo (DEO)
Jéronimo Martins (JRONY JRONF)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
ALPS Alerian MLP (AMLP)
Africa Oil (AOI/TO AOIFF)
Dorchester Minerals (DMLP)
From
Stock Gumshoe
What’s Going On with Palm Beach and MarketWise?
February 14, 2024
Tags
Nomi Prins
Brokers & Financial Advisors
Brownstone Research
From
Stock Gumshoe
The A-to-V of Artificial Intelligence Stocks — 54 Stocks Teased as A.I. Plays by Investment Newsletters
February 12, 2024
Tags
John Deere (DE)
Unity Software (U)
Fortinet (FTNT)
From
Stock Gumshoe
Friday File: Fill up your Snifter
January 05, 2024
Tags
Sandstorm Gold (SAND SSL/TO)
Diageo (DEO)
Suntory (2578/T STBFY STBFF)
From
Stock Gumshoe
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