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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
Brookfield Corp (BN)
Vox Royalty (VOXR)
Elemental Royalty (ELE)
From
Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
May 08, 2026
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Viper Energy (VNOM)
BWX Technologies (BWXT)
Friday File
From
Stock Gumshoe
Friday File: Alphabet Wins! Now What?
May 01, 2026
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Friday File
Brown & Brown (BRO)
Meta Platforms (META)
From
Stock Gumshoe
Friday File: Looking back at NVIDIA
August 22, 2025
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NuScale Power (SMR)
Kairos Power
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
CSX Corp (CSX)
Shopify (SHOP)
Vistra (VST)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
Dakota Gold (DC)
The Trade Desk (TTD)
YPF (YPF)
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
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Boston Omaha (BOC)
Sky Harbour (SKYH)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
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Gold/Precious Metals & Mining
Sandstorm Gold (SAND SSL/TO)
Lundin Mining (LUN/TO LUNMF)
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
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IonQ (IONQ)
QXO (QXO)
Energy
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Friday File
BWX Technologies (BWXT)
Canadian Pacific (CP)
From
Stock Gumshoe
Thank You, Mr. Buffett
May 05, 2025
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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
Trade Note
Orogen (OGN/V OGNRF)
QXO (QXO)
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
Friday File
ALPS Alerian MLP (AMLP)
Keysight (KEYS)
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
Sandstorm Gold (SAND SSL/TO)
Kinsale Capital (KNSL)
Osisko Gold Royalties (OR)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
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Jeffrey Gundlach
Equifund
Danny Moses
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
Stocks
Nvidia (NVDA)
Income Investing
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
International General Insurance Holdings (IGIC)
Gold/Precious Metals & Mining
Vox Royalty (VOXR)
From
Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers
UBER
Tags
Atkore (ATKR)
Pershing Square Holdings (PSH/AS PSHZF)
Uber
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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Trade Note
Westinghouse
Evolution (EVO/ST EVVTY EVGGF)
From
Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
Tags
BWX Technologies (BWXT)
ALPS Alerian MLP (AMLP)
Travelers (TRV)
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
Tags
Big Picture / Asset Allocation
Brookfield Asset Management (BAM)
Goosehead Insurance (GSHD)
From
Stock Gumshoe
Announcing the 2024 Turkey of the Year
November 27, 2024
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Money & Markets
Cosa Resources (COSA/V COSAF)
Pacific Biosciences (PACB)
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
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Nvidia (NVDA)
Dream Finders Homes (DFH)
Roku (ROKU)
From
Stock Gumshoe
Friday File: What Now?
November 08, 2024
Tags
Nvidia (NVDA)
Stocks
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
Tags
Advanced Micro Devices (AMD)
Nvidia (NVDA)
Intuitive Surgical (ISRG)
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
Technology
Big Picture / Asset Allocation
Artificial Intelligence (A/I/)
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
Friday File
Microsoft (MSFT)
ALPS Alerian MLP (AMLP)
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
gold
LVMH (MC/PA LVMUY LVMHF)
Acacia Research (ACTG)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
Nvidia (NVDA)
Stocks
Brookfield Corp (BN)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Africa Oil (AOI/TO AOIFF)
cryptocurrencies
Ethereum (ETH)
From
Stock Gumshoe
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