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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
Keysight (KEYS)
BWX Technologies (BWXT)
Alphabet (GOOGL GOOG)
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)
Constellation Energy (CEG)
Diamondback Energy (FANG)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
WPP Group (WPPGY)
Trade Note
Stocks
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
Roku (ROKU)
QXO (QXO)
Friday File
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags
American Integrity Insurance (AII)
W/R/ Berkley (WRB)
BHP Billiton (BHP)
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
Franco/Nevada (FNV)
Friday File
Constellation Energy (CEG)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Sandstorm Gold (SAND SSL/TO)
Equinox Gold (EQX/V EQXFF)
Solaris Resources (SLSR)
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
Kinsale Capital (KNSL)
Triple Flag Precious Metals (TFPM/TO)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
International General Insurance Holdings (IGIC)
Sandstorm Gold (SAND SSL/TO)
Keysight (KEYS)
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
Stocks
Hedging
Sky Harbour (SKYH)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
Nvidia (NVDA)
Big Picture / Asset Allocation
Exor (EXO/AS EXXRF)
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)
gold
Stocks
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
Trade Note
Technology
Brookfield Corp (BN)
From
Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers
UBER
Tags
Alphabet (GOOGL GOOG)
Amazon (AMZN)
Pershing Square Holdings (PSH/AS PSHZF)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Friday File
Cloudflare (NET)
NuScale Power (SMR)
From
Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
Tags
ETFs or Mutual Funds
Trade Note
Brookfield Corp (BN)
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
Tags
Friday File
Tiptree (TIPT)
$100K Lock Box
From
Stock Gumshoe
Announcing the 2024 Turkey of the Year
November 27, 2024
Tags
Apache (APA)
Stansberry Research
Curzio Research
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags
Penguin Solutions (PENG) (was SMART Global)
Brown & Brown (BRO)
Toast (TOST)
From
Stock Gumshoe
Friday File: What Now?
November 08, 2024
Tags
BWX Technologies (BWXT)
Alphabet (GOOGL GOOG)
Bank of America (BAC)
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)
Stocks
Repligen (RGEN)
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
Artificial Intelligence (A/I/)
Big Picture / Asset Allocation
Technology
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
Royal Gold (RGLD)
Power REIT (PW)
Income Investing
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Tapestry (TPR)
Reddit (RDDT)
Kering (KER/PA PPRUY PPRUF)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
Trade Note
Arch Capital (ACGL)
Brookfield Corp (BN)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
cryptocurrencies
Africa Oil (AOI/TO AOIFF)
Keysight (KEYS)
From
Stock Gumshoe
What’s Going On with Palm Beach and MarketWise?
February 14, 2024
Tags
Palm Beach Letter
Empire Financial Research
Palm Beach Venture
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
Super Micro Computer (SMCI)
BrainChip (BRN/AX BRCHF)
Carrier (CARR)
From
Stock Gumshoe
Friday File: Fill up your Snifter
January 05, 2024
Tags
Friday File
Sandstorm Gold (SAND SSL/TO)
Brown/Forman (BFB BFA)
From
Stock Gumshoe
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