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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
Royal Gold (RGLD)
Vizsla Royalties (VROY/V VROYF)
Aurora Innovation (AUR)
From
Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
May 08, 2026
Tags
Par Technology (PAR)
Trade Note
Stocks
From
Stock Gumshoe
Friday File: Alphabet Wins! Now What?
May 01, 2026
Tags
Viper Energy (VNOM)
Friday File
Pershing Square Holdings (PSH/L PSHZF)
From
Stock Gumshoe
Friday File: Looking back at NVIDIA
August 22, 2025
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Oklo (OKLO)
GE Vernova (GEV)
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
Shopify (SHOP)
W/R/ Berkley (WRB)
Kinsale Capital (KNSL)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
Big Picture / Asset Allocation
Northern Star Resources (NST/AX NESRF)
Triple Flag Precious Metals (TFPM/TO)
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
Burford Capital (BUR)
Oklo (OKLO)
Friday File
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags
Wheaton Precious Metals (WPM)
W/R/ Berkley (WRB)
Friday File
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
Franco/Nevada (FNV)
Palantir (PLTR)
QXO (QXO)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Oklo (OKLO)
GE Vernova (GEV)
gold
From
Stock Gumshoe
Thank You, Mr. Buffett
May 05, 2025
Tags
Berkshire Hathaway (BRK/B)
Big Picture / Asset Allocation
Markel (MKL)
From
Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
Tags
Trade Note
QXO (QXO)
Markel (MKL)
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
Big Picture / Asset Allocation
Friday File
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)
Wheaton Precious Metals (WPM)
ProShares UltraPro QQQ (TQQQ)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
D/Wave Quantum (QBTS)
International General Insurance Holdings (IGIC)
Stellantis (STLA)
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
iShares iBonds 1/5 Year Corporate Ladder ETF (LDRC)
Big Picture / Asset Allocation
Primecap Odyssey Growth (POGRX)
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
Royal Gold (RGLD)
Bridgewater
Howard Hughes Holdings (HHH)
From
Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers
UBER
Tags
Uber
Huntington Ingalls Industries (HII)
Markel (MKL)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Sabine Royalty Trust (SBR)
Friday File
Oklo (OKLO)
From
Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
Tags
Oklo (OKLO)
Friday File
W/R/ Berkley (WRB)
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
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Stocks
Brookfield Corp (BN)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Announcing the 2024 Turkey of the Year
November 27, 2024
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Intelligent Income Investor
Money & Markets
Albemarle (ALB)
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
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Keysight (KEYS)
The Trade Desk (TTD)
Royal Gold (RGLD)
From
Stock Gumshoe
Friday File: What Now?
November 08, 2024
Tags
Brookfield Corp (BN)
Brookfield Asset Management (BAM)
Par Technology (PAR)
From
Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
Tags
Intuitive Surgical (ISRG)
Domino's Pizza (DPZ)
Big Picture / Asset Allocation
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
Microsoft (MSFT)
Income Investing
Exor (EXO/AS EXXRF)
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Wheaton Precious Metals (WPM)
Market Vectors Junior Gold Miners ETF (GDXJ)
Hermes (RMS/PA HESAY)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
American Financial Group (AFG)
Big Picture / Asset Allocation
Hershey (HSY)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Cloudflare (NET)
Dorchester Minerals (DMLP)
Big Picture / Asset Allocation
From
Stock Gumshoe
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