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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
Kairos Power
BWX Technologies (BWXT)
Oklo (OKLO)
From
Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags
Atlas Energy (ATLE/V CANSD)
Income Investing
Coinbase (COIN)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
The Trade Desk (TTD)
Trade Note
Burford Capital (BUR)
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
Friday File
Burford Capital (BUR)
QXO (QXO)
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags
Heritage Insurance (HRTG)
Global X Nasdaq Covered Call ETF (QYLD)
Diageo (DEO)
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
The Metals Company (TMC)
Gold/Precious Metals & Mining
NuScale Power (SMR)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Michael Cembalest
gold
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Thank You, Mr. Buffett
May 05, 2025
Tags
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
Big Picture / Asset Allocation
Orogen (OGN/V OGNRF)
Triple Flag Precious Metals (TFPM/TO)
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
Markel (MKL)
Exor (EXO/AS EXXRF)
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
Hedging
Kinsale Capital (KNSL)
Stocks
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
Iveco (IVG/MI IVCGF)
Rigetti Computing (RGTI)
IonQ (IONQ)
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
Energy
Pershing Square Holdings (PSH/AS PSHZF)
Acacia Research (ACTG)
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
Builders FirstSource (BLDR)
BWX Technologies (BWXT)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers
UBER
Tags
Atkore (ATKR)
American Financial Group (AFG)
Huntington Ingalls Industries (HII)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Cloudflare (NET)
Chubb (CB)
Westinghouse
From
Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
Tags
ETFs or Mutual Funds
NuScale Power (SMR)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
Tags
Digital Ocean (DOCN)
Kinsale Capital (KNSL)
Stocks
From
Stock Gumshoe
Announcing the 2024 Turkey of the Year
November 27, 2024
Tags
Gerardo Del Real
Stansberry Venture Technology
Paradigm Press
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags
Dream Finders Homes (DFH)
Atkore (ATKR)
Trade Note
From
Stock Gumshoe
Friday File: What Now?
November 08, 2024
Tags
Brookfield Asset Management (BAM)
Intel (INTC)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
Tags
Friday File
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
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
Income Investing
options
Trade Note
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Eli Lilly (LLY)
Jéronimo Martins (JRONY JRONF)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
Chapters Group (CHG/DE)
Pernod Ricard (RI/PA PRNDY PDRDF)
Diageo (DEO)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Textron (TXT)
Dorchester Minerals (DMLP)
Bitcoin (BTC)
From
Stock Gumshoe
What’s Going On with Palm Beach and MarketWise?
February 14, 2024
Tags
Sam Volkering
Empire Financial Research
Colin Tedards
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
UIPath (PATH)
Digital Realty Trust (DLR)
ASML (ASML)
From
Stock Gumshoe
Friday File: Fill up your Snifter
January 05, 2024
Tags
Suntory (2578/T STBFY STBFF)
Big Picture / Asset Allocation
Diageo (DEO)
From
Stock Gumshoe
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