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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
Technology
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
Viper Energy Partners (VNOM)
Friday File
Chubb (CB)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
GSR III Acquisition (GSRT // SPAC to become Terra Innovatum (NKLR))
PepsiCo (PEP)
Gold/Precious Metals & Mining
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
Burford Capital (BUR)
QXO (QXO)
Boston Omaha (BOC)
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags
Franco/Nevada (FNV)
American Integrity Insurance (AII)
Gold/Precious Metals & Mining
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
International General Insurance Holdings (IGIC)
NuScale Power (SMR)
GE Vernova (GEV)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Nvidia (NVDA)
Canadian Pacific (CP)
Universal Music Group (UMG/AS UMGNF)
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
W/R/ Berkley (WRB)
Kinsale Capital (KNSL)
QXO (QXO)
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
Hershey (HSY)
International General Insurance Holdings (IGIC)
Exor (EXO/AS EXXRF)
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
Sandstorm Gold (SAND SSL/TO)
Big Picture / Asset Allocation
Royal Gold (RGLD)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
Jeffrey Gundlach
ETFs or Mutual Funds
Barry Ritholz
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
iShares 1/5 Year TIPS Ladder ETF (LDRI)
iShares iBonds 1/5 Year Treasury Ladder ETF (LDRT)
ETFs or Mutual Funds
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
iShares 1/5 Year TIPS Ladder ETF (LDRI)
Ray Dalio
International General Insurance Holdings (IGIC)
From
Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers
UBER
Tags
Huntington Ingalls Industries (HII)
Uber
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Evolution (EVO/ST EVVTY EVGGF)
Sabine Royalty Trust (SBR)
Technology
From
Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
Tags
Brookfield Corp (BN)
Vistra (VST)
ETFs or Mutual Funds
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
Tags
Dream Finders Homes (DFH)
Cloudflare (NET)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Announcing the 2024 Turkey of the Year
November 27, 2024
Tags
Stansberry Research
Daily Profit Cycle
James Altucher
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags
Nvidia (NVDA)
Penguin Solutions (PENG) (was SMART Global)
Atkore (ATKR)
From
Stock Gumshoe
Friday File: What Now?
November 08, 2024
Tags
Alphabet (GOOGL GOOG)
Amazon (AMZN)
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
Africa Oil (AOI/TO AOIFF)
Enphase Energy (ENPH)
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
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
Amazon (AMZN)
Alphabet (GOOGL GOOG)
gold
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
obesity
Market Vectors Junior Gold Miners ETF (GDXJ)
SSR Mining (SSRM)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
American Financial Group (AFG)
Brookfield Corp (BN)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
ALPS Alerian MLP (AMLP)
Friday File
Keysight (KEYS)
From
Stock Gumshoe
What’s Going On with Palm Beach and MarketWise?
February 14, 2024
Tags
Tom Dyson
Legacy Research Group
Matt McCall
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
Carrier (CARR)
Appian (APPN)
Vertiv (VRT)
From
Stock Gumshoe
Friday File: Fill up your Snifter
January 05, 2024
Tags
Friday File
Suntory (2578/T STBFY STBFF)
Diageo (DEO)
From
Stock Gumshoe
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