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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)
Cerebras (CBRS)
Brookfield Corp (BN)
From
Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
May 08, 2026
Tags
MercadoLibre (MELI)
Amazon (AMZN)
Texas Pacific Land (TPL)
From
Stock Gumshoe
Friday File: Alphabet Wins! Now What?
May 01, 2026
Tags
Pershing Square (PS)
Markel (MKL)
Viper Energy (VNOM)
From
Stock Gumshoe
Friday File: Looking back at NVIDIA
August 22, 2025
Tags
Meta Platforms (META)
BWX Technologies (BWXT)
Apple (AAPL)
From
Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags
W/R/ Berkley (WRB)
Friday File
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
Royal Gold (RGLD)
Northern Star Resources (NST/AX NESRF)
YPF (YPF)
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
Oklo (OKLO)
Burford Capital (BUR)
Sky Harbour (SKYH)
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags
American Integrity Insurance (AII)
Global X Nasdaq Covered Call ETF (QYLD)
Wheaton Precious Metals (WPM)
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
GE Vernova (GEV)
Palantir (PLTR)
Oklo (OKLO)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Friday File
Chipotle Mexican Grill (CMG)
Big Picture / Asset Allocation
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
Chubb (CB)
QXO (QXO)
Intuitive Surgical (ISRG)
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
Exor (EXO/AS EXXRF)
Markel (MKL)
Diageo (DEO)
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
Brown & Brown (BRO)
Sandstorm Gold (SAND SSL/TO)
Franco/Nevada (FNV)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
Eagle Energy Metals
ETFs or Mutual Funds
Options or Futures
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
Friday File
Gold/Precious Metals & Mining
Vox Royalty (VOXR)
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
Royal Gold (RGLD)
Keysight (KEYS)
Trade Note
From
Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers
UBER
Tags
W/R/ Berkley (WRB)
Uber
Amazon (AMZN)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Cisco (CSCO)
Foreign Investments
Evolution (EVO/ST EVVTY EVGGF)
From
Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
Tags
Brookfield Corp (BN)
Oklo (OKLO)
BWX Technologies (BWXT)
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
Tags
Big Picture / Asset Allocation
Unity Software (U)
GameStop (GME)
From
Stock Gumshoe
Announcing the 2024 Turkey of the Year
November 27, 2024
Tags
Green Zone Fortunes
Verses AI (VERS/NEO VRSSF)
Curzio Research
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags
Toast (TOST)
Chubb (CB)
Dream Finders Homes (DFH)
From
Stock Gumshoe
Friday File: What Now?
November 08, 2024
Tags
Intel (INTC)
Constellation Energy (CEG)
Royal Gold (RGLD)
From
Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
Tags
Enphase Energy (ENPH)
Friday File
The Trade Desk (TTD)
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
gold
Income Investing
options
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Sandstorm Gold (SAND SSL/TO)
obesity
Trade Note
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
Berkshire Hathaway (BRK/B)
Chubb (CB)
Pernod Ricard (RI/PA PRNDY PDRDF)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Berkshire Hathaway (BRK/B)
ALPS Alerian MLP (AMLP)
Textron (TXT)
From
Stock Gumshoe
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