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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
Elemental Royalty (ELE)
Friday File
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
May 08, 2026
Tags
Howard Hughes Holdings (HHH)
BWX Technologies (BWXT)
Stocks
From
Stock Gumshoe
Friday File: Alphabet Wins! Now What?
May 01, 2026
Tags
Nvidia (NVDA)
Howard Hughes Holdings (HHH)
Domino's Pizza (DPZ)
From
Stock Gumshoe
Friday File: Looking back at NVIDIA
August 22, 2025
Tags
BWX Technologies (BWXT)
Apple (AAPL)
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
Sitio Royalties (STR)
Atlas Energy (ATLE/V CANSD)
Wheaton Precious Metals (WPM)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
Stocks
GSR III Acquisition (GSRT // SPAC to become Terra Innovatum (NKLR))
WPP Group (WPPGY)
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
Boston Omaha (BOC)
Roku (ROKU)
Oklo (OKLO)
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags
Wheaton Precious Metals (WPM)
American Integrity Insurance (AII)
Global X Nasdaq Covered Call ETF (QYLD)
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
The Metals Company (TMC)
Options or Futures
SoundHound AI (SOUN)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Hilton (HLT)
Big Picture / Asset Allocation
Chipotle Mexican Grill (CMG)
From
Stock Gumshoe
Thank You, Mr. Buffett
May 05, 2025
Tags
Berkshire Hathaway (BRK/B)
Big Picture / Asset Allocation
Markel (MKL)
From
Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
Tags
Markel (MKL)
Altius Minerals (ALS/TO ATUSF)
Trade Note
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
Remy Cointreau (RCO/PA REMYY REMYF)
SSR Mining (SSRM)
Pernod Ricard (RI/PA PRNDY PDRDF)
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
Metalla Royalty & Streaming (MTA/V MTAFF)
Great Eagle Gold (GEGC/CX GEGCF)
Gold Royalty (GROY)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
Nvidia (NVDA)
Meb Faber
Jeffrey Gundlach
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
iShares iBonds 1/5 Year Treasury Ladder ETF (LDRT)
ALPS Alerian MLP (AMLP)
QXO (QXO)
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
Sandstorm Gold (SAND SSL/TO)
Franco/Nevada (FNV)
Trade Note
From
Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers
UBER
Tags
Markel (MKL)
Atkore (ATKR)
Pershing Square Holdings (PSH/AS PSHZF)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Cisco (CSCO)
Foreign Investments
Evolution (EVO/ST EVVTY EVGGF)
From
Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
Tags
Oklo (OKLO)
Brookfield Corp (BN)
BWX Technologies (BWXT)
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
Tags
Friday File
GameStop (GME)
Big Picture / Asset Allocation
From
Stock Gumshoe
Announcing the 2024 Turkey of the Year
November 27, 2024
Tags
Nick Hodge's Foundational Profits
Kopin (KOPN)
Paradigm Mastermind Group
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags
Nvidia (NVDA)
Dream Finders Homes (DFH)
Roku (ROKU)
From
Stock Gumshoe
Friday File: What Now?
November 08, 2024
Tags
Talen Energy (TLN)
Alphabet (GOOGL GOOG)
Vistra (VST)
From
Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
Tags
Repligen (RGEN)
Anavex Life Sciences (AVXL)
Advanced Micro Devices (AMD)
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/)
Technology
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
American Tower (AMT)
Exor (EXO/AS EXXRF)
$100K Lock Box
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Dino Polska (DNP/W DNOPY)
Structure Therapeutics (GPCR)
Acacia Research (ACTG)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
American Financial Group (AFG)
Diageo (DEO)
Chapters Group (CHG/DE)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Dorchester Minerals (DMLP)
Keysight (KEYS)
Shopify (SHOP)
From
Stock Gumshoe
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