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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)
Kairos Power
From
Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags
CSX Corp (CSX)
Kinsale Capital (KNSL)
Permian Basin Royalty Trust (PBT)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
Dakota Gold (DC)
Burford Capital (BUR)
Hershey (HSY)
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
Burford Capital (BUR)
QXO (QXO)
Roku (ROKU)
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags
Wheaton Precious Metals (WPM)
YieldMax Options Income ETFs
Triple Flag Precious Metals (TFPM/TO)
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
BWX Technologies (BWXT)
Palantir (PLTR)
GE Vernova (GEV)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Solaris Resources (SLSR)
Nike (NKE)
Brookfield Corp (BN)
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
Intuitive Surgical (ISRG)
Orogen (OGN/V OGNRF)
Altius Minerals (ALS/TO ATUSF)
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
Pernod Ricard (RI/PA PRNDY PDRDF)
Berkshire Hathaway (BRK/B)
SSR Mining (SSRM)
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
Goosehead Insurance (GSHD)
QXO (QXO)
Boston Omaha (BOC)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
Eagle Energy Metals
Beacon Roofing (BECN)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
SSR Mining (SSRM)
iShares iBonds 1/5 Year Corporate Ladder ETF (LDRC)
Pershing Square Holdings (PSH/AS PSHZF)
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
International General Insurance Holdings (IGIC)
Ray Dalio
iShares 1/5 Year TIPS Ladder ETF (LDRI)
From
Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers
UBER
Tags
Big Picture / Asset Allocation
Friday File
Huntington Ingalls Industries (HII)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Brown & Brown (BRO)
W/R/ Berkley (WRB)
Cloudflare (NET)
From
Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
Tags
ETFs or Mutual Funds
Vistra (VST)
Brookfield Corp (BN)
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
Tags
Cloudflare (NET)
Alphabet (GOOGL GOOG)
Goosehead Insurance (GSHD)
From
Stock Gumshoe
Announcing the 2024 Turkey of the Year
November 27, 2024
Tags
Frank Curzio
Kopin (KOPN)
Intellia Therapeutics (NTLA)
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags
Roku (ROKU)
Atkore (ATKR)
Penguin Solutions (PENG) (was SMART Global)
From
Stock Gumshoe
Friday File: What Now?
November 08, 2024
Tags
Nvidia (NVDA)
Berkshire Hathaway (BRK/B)
Constellation Energy (CEG)
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
Big Picture / Asset Allocation
Artificial Intelligence (A/I/)
Technology
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
gold
Amazon (AMZN)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Friday File
Exor (EXO/AS EXXRF)
Triple Flag Precious Metals (TFPM/TO)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
Stocks
Diageo (DEO)
Chubb (CB)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Friday File
Keysight (KEYS)
ALPS Alerian MLP (AMLP)
From
Stock Gumshoe
What’s Going On with Palm Beach and MarketWise?
February 14, 2024
Tags
Palm Beach Research Group
Brokers & Financial Advisors
Sam Volkering
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
Propel Holdings (PRL/TO PRLPF)
Shopify (SHOP)
Cadence Design Systems (CDNS)
From
Stock Gumshoe
Friday File: Fill up your Snifter
January 05, 2024
Tags
Remy Cointreau (RCO/PA REMYY REMYF)
Davide Campari/Milano (CPR/MI DVDCF DVCMY)
Pernot Ricard (RI/PA PRNDY)
From
Stock Gumshoe
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