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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
Markel (MKL)
Acacia Research (ACTG)
Elemental Royalty (ELE)
From
Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
May 08, 2026
Tags
Friday File
Stocks
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Alphabet Wins! Now What?
May 01, 2026
Tags
Technology
Pershing Square (PS)
Pershing Square Holdings (PSH/L PSHZF)
From
Stock Gumshoe
Friday File: Looking back at NVIDIA
August 22, 2025
Tags
Amazon (AMZN)
Technology
Cisco (CSCO)
From
Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags
Markel (MKL)
Constellation Energy (CEG)
Viper Energy Partners (VNOM)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
PepsiCo (PEP)
Vox Royalty (VOXR)
Vistra (VST)
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
Evolution (EVO/ST EVVTY EVGGF)
Oklo (OKLO)
Friday File
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags
Gold/Precious Metals & Mining
Franco/Nevada (FNV)
Diageo (DEO)
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
IonQ (IONQ)
Franco/Nevada (FNV)
Gold/Precious Metals & Mining
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Michael Cembalest
Nvidia (NVDA)
Solaris Resources (SLSR)
From
Stock Gumshoe
Thank You, Mr. Buffett
May 05, 2025
Tags
Markel (MKL)
Berkshire Hathaway (BRK/B)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
Tags
Intuitive Surgical (ISRG)
Chubb (CB)
QXO (QXO)
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
Trade Note
Pernod Ricard (RI/PA PRNDY PDRDF)
Hershey (HSY)
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
Sandstorm Gold (SAND SSL/TO)
Goosehead Insurance (GSHD)
Northern Dynasty Minerals (NAK NDM/TO)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
Meb Faber
ETFs or Mutual Funds
Ferrari (RACE)
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
Glencore (GLEN/L GLNCY)
Vox Royalty (VOXR)
ETFs or Mutual Funds
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
Builders FirstSource (BLDR)
Gold/Precious Metals & Mining
Franco/Nevada (FNV)
From
Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers
UBER
Tags
Atkore (ATKR)
Huntington Ingalls Industries (HII)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Cisco (CSCO)
Technology
Amazon (AMZN)
From
Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
Tags
Brookfield Corp (BN)
Chubb (CB)
ETFs or Mutual Funds
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
Tags
WIngstop (WING)
Domino's Pizza (DPZ)
PubMatic (PUBM)
From
Stock Gumshoe
Announcing the 2024 Turkey of the Year
November 27, 2024
Tags
Critical Elements Corporation (CRE/V CRECF)
John Engel
Paradigm Mastermind Group
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags
Atkore (ATKR)
Chubb (CB)
Penguin Solutions (PENG) (was SMART Global)
From
Stock Gumshoe
Friday File: What Now?
November 08, 2024
Tags
Bank of America (BAC)
Celsius Holdings (CELH)
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
Big Picture / Asset Allocation
Tesla Motors (TSLA)
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
Royal Gold (RGLD)
Alphabet (GOOGL GOOG)
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
Royal Philips (PHG)
Market Vectors Junior Gold Miners ETF (GDXJ)
Wheaton Precious Metals (WPM)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
options
Jéronimo Martins (JRONY JRONF)
American Financial Group (AFG)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Textron (TXT)
Qurate (QRTEA QRTEB)
Keysight (KEYS)
From
Stock Gumshoe
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