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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
Sky Harbour (SKYH)
Pershing Square USA (PSUS)
Microsoft (MSFT)
From
Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
May 08, 2026
Tags
Stocks
Big Picture / Asset Allocation
Friday File
From
Stock Gumshoe
Friday File: Alphabet Wins! Now What?
May 01, 2026
Tags
Trade Note
Wingstop (WING)
Brown & Brown (BRO)
From
Stock Gumshoe
Friday File: Looking back at NVIDIA
August 22, 2025
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Kairos Power
Tencent (0700/HK TXTZF TCEHY)
GE Vernova (GEV)
From
Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags
ALPS Alerian MLP (AMLP)
Diamondback Energy (FANG)
Sitio Royalties (STR)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
Vistra (VST)
Burford Capital (BUR)
Gold/Precious Metals & Mining
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
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Friday File
Oklo (OKLO)
Evolution (EVO/ST EVVTY EVGGF)
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags
American Integrity Insurance (AII)
Heritage Insurance (HRTG)
Wheaton Precious Metals (WPM)
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
Triple Flag Precious Metals (TFPM/TO)
BWX Technologies (BWXT)
Royal Gold (RGLD)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Hilton (HLT)
Chipotle Mexican Grill (CMG)
Pershing Square Holdings (PSH/L PSHZF)
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
Markel (MKL)
Intuitive Surgical (ISRG)
QXO (QXO)
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
International General Insurance Holdings (IGIC)
Diageo (DEO)
Remy Cointreau (RCO/PA REMYY REMYF)
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
ProShares UltraPro QQQ (TQQQ)
Markel (MKL)
Vox Royalty (VOXR)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
Equifund
QXO (QXO)
WisdomTree Japan SmallCap Dividend Fund (DFJ)
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
QXO (QXO)
Acacia Research (ACTG)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
The Trade Desk (TTD)
Ray Dalio
Keysight (KEYS)
From
Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers
UBER
Tags
Alphabet (GOOGL GOOG)
Pershing Square Holdings (PSH/AS PSHZF)
Uber
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Foreign Investments
Nvidia (NVDA)
Permian Basin Royalty Trust (PBT)
From
Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
Tags
BWX Technologies (BWXT)
Trade Note
Travelers (TRV)
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
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Brookfield Corp (BN)
Digital Ocean (DOCN)
Tiptree (TIPT)
From
Stock Gumshoe
Announcing the 2024 Turkey of the Year
November 27, 2024
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Motley Fool Market Pass
Dave Lashmet
Eric Wade
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags
Friday File
Big Picture / Asset Allocation
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: What Now?
November 08, 2024
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DigitalBridge (DBRG)
Berkshire Hathaway (BRK/B)
Toast (TOST)
From
Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
Tags
Anavex Life Sciences (AVXL)
Intuitive Surgical (ISRG)
Enphase Energy (ENPH)
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
Crown Castle (CCI)
Trade Note
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Hermes (RMS/PA HESAY)
Trade Note
Triple Flag Precious Metals (TFPM/TO)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
American Financial Group (AFG)
Jéronimo Martins (JRONY JRONF)
options
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Ethereum (ETH)
Cloudflare (NET)
Toast (TOST)
From
Stock Gumshoe
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