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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
Brookfield Corp (BN)
WESCO (WCC)
Vox Royalty (VOXR)
From
Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
May 08, 2026
Tags
Texas Pacific Land (TPL)
Amrize (AMRZ)
Trade Note
From
Stock Gumshoe
Friday File: Alphabet Wins! Now What?
May 01, 2026
Tags
Trade Note
Wingstop (WING)
Brown & Brown (BRO)
From
Stock Gumshoe
Friday File: Looking back at NVIDIA
August 22, 2025
Tags
NuScale Power (SMR)
Oklo (OKLO)
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags
ALPS Alerian MLP (AMLP)
Sitio Royalties (STR)
Diamondback Energy (FANG)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
The Trade Desk (TTD)
Amazon (AMZN)
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
American Integrity Insurance (AII)
Heritage Insurance (HRTG)
Wheaton Precious Metals (WPM)
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
Triple Flag Precious Metals (TFPM/TO)
BWX Technologies (BWXT)
Royal Gold (RGLD)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Hilton (HLT)
Chipotle Mexican Grill (CMG)
Pershing Square Holdings (PSH/L PSHZF)
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
Friday File
Big Picture / Asset Allocation
Orogen (OGN/V OGNRF)
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
Markel (MKL)
Remy Cointreau (RCO/PA REMYY REMYF)
Keysight (KEYS)
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
Boston Omaha (BOC)
Hedging
Great Eagle Gold (GEGC/CX GEGCF)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
Ferrari (RACE)
Options or Futures
ETFs or Mutual Funds
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
Energy
Universal Music Group (UMG/AS UMGNF)
The Trade Desk (TTD)
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
Pershing Square Holdings (PSH/AS PSHZF)
Alphabet (GOOGL GOOG)
Amazon (AMZN)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Chubb (CB)
Westinghouse
Technology
From
Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
Tags
Cameco (CCJ)
BWX Technologies (BWXT)
Trade Note
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
Tags
Unity Software (U)
Friday File
GameStop (GME)
From
Stock Gumshoe
Announcing the 2024 Turkey of the Year
November 27, 2024
Tags
Intelligent Income Investor
Stansberry Research
Stansberry Innovations Report
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags
Nvidia (NVDA)
Big Picture / Asset Allocation
Friday File
From
Stock Gumshoe
Friday File: What Now?
November 08, 2024
Tags
Nvidia (NVDA)
Intel (INTC)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
Tags
Advanced Micro Devices (AMD)
Domino's Pizza (DPZ)
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
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
Alphabet (GOOGL GOOG)
Royal Gold (RGLD)
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)
Friday File
Jéronimo Martins (JRONY JRONF)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
Alphabet (GOOGL GOOG)
Brookfield Asset Management (BAM)
Hershey (HSY)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Bitcoin (BTC)
Trade Note
Par Technology (PAR)
From
Stock Gumshoe
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