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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: Looking back at NVIDIA
August 22, 2025
Tags
Cisco (CSCO)
GE Vernova (GEV)
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
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Shopify (SHOP)
Income Investing
Vistra (VST)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
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WPP Group (WPPGY)
Triple Flag Precious Metals (TFPM/TO)
Dakota Gold (DC)
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
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Sky Harbour (SKYH)
Oklo (OKLO)
Evolution (EVO/ST EVVTY EVGGF)
From
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Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
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Franco/Nevada (FNV)
Friday File
BHP Billiton (BHP)
From
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Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
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BWX Technologies (BWXT)
Palantir (PLTR)
Vistra (VST)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
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GOLD
UBER
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NuScale Power (SMR)
Solaris Resources (SLSR)
Chipotle Mexican Grill (CMG)
From
Stock Gumshoe
Thank You, Mr. Buffett
May 05, 2025
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Big Picture / Asset Allocation
Markel (MKL)
Berkshire Hathaway (BRK/B)
From
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Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
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Triple Flag Precious Metals (TFPM/TO)
Trade Note
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
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Keysight (KEYS)
SSR Mining (SSRM)
Markel (MKL)
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
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Brown & Brown (BRO)
Boston Omaha (BOC)
Metalla Royalty & Streaming (MTA/V MTAFF)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
Stocks
Big Picture / Asset Allocation
Rigetti Computing (RGTI)
From
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Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
SSR Mining (SSRM)
iShares 1/5 Year TIPS Ladder ETF (LDRI)
Stocks
From
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Friday File: Stop Losses and the Big Picture
March 07, 2025
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Friday File
Berkshire Hathaway (BRK/B)
Chubb (CB)
From
Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers
UBER
Tags
Amazon (AMZN)
Pershing Square Holdings (PSH/AS PSHZF)
Atkore (ATKR)
From
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Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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W/R/ Berkley (WRB)
Brookfield Corp (BN)
Daily Journal (DJCO)
From
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Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
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W/R/ Berkley (WRB)
Chubb (CB)
Friday File
From
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Friday File: Finally Sealing the Lock Box
January 03, 2025
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Digital Ocean (DOCN)
$100K Lock Box
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From
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Announcing the 2024 Turkey of the Year
November 27, 2024
Tags
Labrador Gold (LAB/V NKOSF)
Adam O'Dell
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From
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Friday File: Odds of Success?
November 22, 2024
Tags
Nvidia (NVDA)
Atkore (ATKR)
The Trade Desk (TTD)
From
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Friday File: What Now?
November 08, 2024
Tags
Toast (TOST)
Intel (INTC)
Alphabet (GOOGL GOOG)
From
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Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
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Friday File
Tesla Motors (TSLA)
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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
Artificial Intelligence (A/I/)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
$100K Lock Box
Power REIT (PW)
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
Exor (EXO/AS EXXRF)
Hermes (RMS/PA HESAY)
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From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
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Markel (MKL)
Stocks
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From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
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Shopify (SHOP)
Ethereum (ETH)
Keysight (KEYS)
From
Stock Gumshoe
What’s Going On with Palm Beach and MarketWise?
February 14, 2024
Tags
Colin Tedards
Empire Financial Research
Rogue Economics
From
Stock Gumshoe
The A-to-V of Artificial Intelligence Stocks — 54 Stocks Teased as A.I. Plays by Investment Newsletters
February 12, 2024
Tags
BigBear/ai (BBAI)
Mobileye
Carrier (CARR)
From
Stock Gumshoe
Friday File: Fill up your Snifter
January 05, 2024
Tags
Sandstorm Gold (SAND SSL/TO)
Diageo (DEO)
Davide Campari/Milano (CPR/MI DVDCF DVCMY)
From
Stock Gumshoe
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