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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
Berkshire Hathaway (BRK/B)
Toast (TOST)
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Alphabet Wins! Now What?
May 01, 2026
Tags
Amazon (AMZN)
Pershing Square Holdings (PSH/L PSHZF)
Pershing Square (PS)
From
Stock Gumshoe
Friday File: Looking back at NVIDIA
August 22, 2025
Tags
Amazon (AMZN)
Keysight (KEYS)
Technology
From
Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags
Viper Energy Partners (VNOM)
Markel (MKL)
Constellation Energy (CEG)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
The Trade Desk (TTD)
Amazon (AMZN)
Burford Capital (BUR)
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
Big Picture / Asset Allocation
Friday File
Global X Nasdaq Covered Call ETF (QYLD)
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
American Financial Group (AFG)
Friday File
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Uber
Franco/Nevada (FNV)
Vox Royalty (VOXR)
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
Friday File
Big Picture / Asset Allocation
Trade Note
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
Berkshire Hathaway (BRK/B)
International General Insurance Holdings (IGIC)
Diageo (DEO)
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
Friday File
American Financial Group (AFG)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
WisdomTree Japan SmallCap Dividend Fund (DFJ)
QXO (QXO)
Equifund
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
SSR Mining (SSRM)
Royal Gold (RGLD)
Pershing Square Holdings (PSH/AS PSHZF)
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
Bruce Flatt
Vox Royalty (VOXR)
Brookfield Corp (BN)
From
Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers
UBER
Tags
Huntington Ingalls Industries (HII)
Big Picture / Asset Allocation
Atkore (ATKR)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Oklo (OKLO)
Sabine Royalty Trust (SBR)
Brookfield Corp (BN)
From
Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
Tags
Oklo (OKLO)
Intuitive Surgical (ISRG)
NuScale Power (SMR)
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
Tags
Tiptree (TIPT)
Digital Ocean (DOCN)
Brookfield Corp (BN)
From
Stock Gumshoe
Announcing the 2024 Turkey of the Year
November 27, 2024
Tags
Eric Wade
Dave Lashmet
Green Zone Fortunes
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags
Roku (ROKU)
Trade Note
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: What Now?
November 08, 2024
Tags
Par Technology (PAR)
BWX Technologies (BWXT)
Royal Gold (RGLD)
From
Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
Tags
Anavex Life Sciences (AVXL)
Intuitive Surgical (ISRG)
Enphase Energy (ENPH)
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
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
Big Picture / Asset Allocation
Eli Lilly (LLY)
Friday File
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
W/R/ Berkley (WRB)
Trade Note
Travelers (TRV)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Friday File
ALPS Alerian MLP (AMLP)
Big Picture / Asset Allocation
From
Stock Gumshoe
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