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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)
Royal Gold (RGLD)
Microsoft (MSFT)
From
Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
May 08, 2026
Tags
BWX Technologies (BWXT)
Howard Hughes Holdings (HHH)
Stocks
From
Stock Gumshoe
Friday File: Alphabet Wins! Now What?
May 01, 2026
Tags
Amazon (AMZN)
Pershing Square USA (PSUS)
Texas Pacific Land (TPL)
From
Stock Gumshoe
Friday File: Looking back at NVIDIA
August 22, 2025
Tags
Meta Platforms (META)
BWX Technologies (BWXT)
Apple (AAPL)
From
Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags
Chubb (CB)
Permian Basin Royalty Trust (PBT)
Black Stone Minerals (BSM)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
Friday File
Gold/Precious Metals & Mining
Vox Royalty (VOXR)
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
Oklo (OKLO)
Sky Harbour (SKYH)
Burford Capital (BUR)
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags
Wheaton Precious Metals (WPM)
Global X Nasdaq Covered Call ETF (QYLD)
American Integrity Insurance (AII)
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
Oklo (OKLO)
Palantir (PLTR)
GE Vernova (GEV)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Nike (NKE)
GE Vernova (GEV)
Brookfield Corp (BN)
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
AngloGold Ashanti Ltd/ (AU)
Orogen (OGN/V OGNRF)
Intuitive Surgical (ISRG)
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
Big Picture / Asset Allocation
Friday File
Trade Note
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
Kinsale Capital (KNSL)
ProShares UltraPro QQQ (TQQQ)
Stocks
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
Hedging
WisdomTree Japan SmallCap Dividend Fund (DFJ)
ProShares Short S&P 500 ETF (SH)
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
Pershing Square Holdings (PSH/AS PSHZF)
Vox Royalty (VOXR)
Gold/Precious Metals & Mining
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
Bill Ackman
BWX Technologies (BWXT)
Ray Dalio
From
Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers
UBER
Tags
Friday File
Big Picture / Asset Allocation
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Westinghouse
Trade Note
NuScale Power (SMR)
From
Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
Tags
Intuitive Surgical (ISRG)
Chubb (CB)
ALPS Alerian MLP (AMLP)
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
Tags
Kinsale Capital (KNSL)
Stocks
Topicus (TOI/V TOITF)
From
Stock Gumshoe
Announcing the 2024 Turkey of the Year
November 27, 2024
Tags
Big Picture / Asset Allocation
Cosa Resources (COSA/V COSAF)
Daily Profit Cycle
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
Alphabet (GOOGL GOOG)
Vistra (VST)
Big Picture / Asset Allocation
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
The Trade Desk (TTD)
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
Big Picture / Asset Allocation
Artificial Intelligence (A/I/)
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
ALPS Alerian MLP (AMLP)
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
Kering (KER/PA PPRUY PPRUF)
gold
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
Big Picture / Asset Allocation
Travelers (TRV)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Textron (TXT)
Toast (TOST)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
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