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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: Heavy Stuff, Oil, Toast, and Growth…
May 08, 2026
Tags
Amazon (AMZN)
Stocks
TransMedics (TMDX)
From
Stock Gumshoe
Friday File: Alphabet Wins! Now What?
May 01, 2026
Tags
Meta Platforms (META)
Big Picture / Asset Allocation
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: Looking back at NVIDIA
August 22, 2025
Tags
Alphabet (GOOGL GOOG)
Meta Platforms (META)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags
PIMCO 25+ Year Zero Coupon US Treasury Index ETF (ZROZ)
Chubb (CB)
Constellation Energy (CEG)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
WPP Group (WPPGY)
Northern Star Resources (NST/AX NESRF)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
Oklo (OKLO)
Big Picture / Asset Allocation
QXO (QXO)
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags
JPMorgan Equity Premium Income ETF (JEPI)
Franco/Nevada (FNV)
W/R/ Berkley (WRB)
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
American Financial Group (AFG)
Franco/Nevada (FNV)
The Metals Company (TMC)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Chipotle Mexican Grill (CMG)
Hilton (HLT)
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)
AngloGold Ashanti Ltd/ (AU)
Kinsale Capital (KNSL)
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
Sandstorm Gold (SAND SSL/TO)
SSR Mining (SSRM)
Diageo (DEO)
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
NatGold
Markel (MKL)
Friday File
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
Amazon (AMZN)
WisdomTree Japan SmallCap Dividend Fund (DFJ)
Barry Ritholz
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
Pershing Square Holdings (PSH/AS PSHZF)
iShares iBonds 1/5 Year High Yield and Income Ladder ETF (LDRH)
Acacia Research (ACTG)
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
Brookfield Corp (BN)
Howard Hughes Holdings (HHH)
Friday File
From
Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers
UBER
Tags
Friday File
Uber
Huntington Ingalls Industries (HII)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Brookfield Corp (BN)
Trade Note
Westinghouse
From
Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
Tags
NuScale Power (SMR)
Vistra (VST)
Travelers (TRV)
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
Tags
Kinsale Capital (KNSL)
$100K Lock Box
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Announcing the 2024 Turkey of the Year
November 27, 2024
Tags
Frank Curzio
Junior Resource Speculator
Daily Profit Cycle
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags
Keysight (KEYS)
Brown & Brown (BRO)
Friday File
From
Stock Gumshoe
Friday File: What Now?
November 08, 2024
Tags
Big Picture / Asset Allocation
Alphabet (GOOGL GOOG)
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
Nvidia (NVDA)
Africa Oil (AOI/TO AOIFF)
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
Sandstorm Gold (SAND SSL/TO)
Amazon (AMZN)
American Tower (AMT)
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)
Jéronimo Martins (JRONY JRONF)
SSR Mining (SSRM)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
Jéronimo Martins (JRONY JRONF)
Arch Capital (ACGL)
Diageo (DEO)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Bitcoin (BTC)
EQT (EQT)
Africa Oil (AOI/TO AOIFF)
From
Stock Gumshoe
What’s Going On with Palm Beach and MarketWise?
February 14, 2024
Tags
Matt McCall
Nomi Prins
Big Picture / Asset Allocation
From
Stock Gumshoe
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