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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
WESCO (WCC)
Acacia Research (ACTG)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
May 08, 2026
Tags
Rayonier (RYN)
Trade Note
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Alphabet Wins! Now What?
May 01, 2026
Tags
Howard Hughes Holdings (HHH)
Nvidia (NVDA)
Stocks
From
Stock Gumshoe
Friday File: Looking back at NVIDIA
August 22, 2025
Tags
Meta Platforms (META)
Apple (AAPL)
BWX Technologies (BWXT)
From
Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags
Constellation Energy (CEG)
Markel (MKL)
Royal Gold (RGLD)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
YPF (YPF)
Northern Star Resources (NST/AX NESRF)
Royal Gold (RGLD)
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
Evolution (EVO/ST EVVTY EVGGF)
Big Picture / Asset Allocation
Friday File
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags
Sandstorm Gold (SAND SSL/TO)
Franco/Nevada (FNV)
JPMorgan Equity Premium Income ETF (JEPI)
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
Vistra (VST)
Friday File
Vox Royalty (VOXR)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
GE Vernova (GEV)
Nike (NKE)
Oklo (OKLO)
From
Stock Gumshoe
Thank You, Mr. Buffett
May 05, 2025
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Markel (MKL)
Big Picture / Asset Allocation
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
Tags
Markel (MKL)
Altius Minerals (ALS/TO ATUSF)
Trade Note
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
Sandstorm Gold (SAND SSL/TO)
Trade Note
Friday File
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
Osisko Gold Royalties (OR)
Markel (MKL)
Royal Gold (RGLD)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
ETFs or Mutual Funds
Eagle Energy Metals
Jeffrey Gundlach
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
gold
Income Investing
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
Vistra (VST)
Bridgewater
Vox Royalty (VOXR)
From
Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers
UBER
Tags
American Financial Group (AFG)
Atkore (ATKR)
Pershing Square Holdings (PSH/AS PSHZF)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Sabine Royalty Trust (SBR)
Chubb (CB)
BWX Technologies (BWXT)
From
Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
Tags
W/R/ Berkley (WRB)
Cameco (CCJ)
Vistra (VST)
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
Tags
Digital Ocean (DOCN)
Brookfield Asset Management (BAM)
Cloudflare (NET)
From
Stock Gumshoe
Announcing the 2024 Turkey of the Year
November 27, 2024
Tags
Big Picture / Asset Allocation
Daily Profit Cycle
Cosa Resources (COSA/V COSAF)
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags
Trade Note
Alphabet (GOOGL GOOG)
Friday File
From
Stock Gumshoe
Friday File: What Now?
November 08, 2024
Tags
Celsius Holdings (CELH)
Apple (AAPL)
BWX Technologies (BWXT)
From
Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
Tags
Enphase Energy (ENPH)
Friday File
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
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
Trade Note
Alphabet (GOOGL GOOG)
Friday File
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Market Vectors Junior Gold Miners ETF (GDXJ)
Structure Therapeutics (GPCR)
Acacia Research (ACTG)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
American Financial Group (AFG)
Markel (MKL)
Chapters Group (CHG/DE)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Qurate Preferreds (QRTEP)
Friday File
Big Picture / Asset Allocation
From
Stock Gumshoe
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