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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: Looking back at NVIDIA
August 22, 2025
Tags
Oklo (OKLO)
Cisco (CSCO)
BWX Technologies (BWXT)
From
Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags
Trade Note
Wheaton Precious Metals (WPM)
BWX Technologies (BWXT)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
Royal Gold (RGLD)
The Trade Desk (TTD)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
Burford Capital (BUR)
QXO (QXO)
Roku (ROKU)
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags
Global X Nasdaq Covered Call ETF (QYLD)
American Integrity Insurance (AII)
Gold/Precious Metals & Mining
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
Gold/Precious Metals & Mining
Constellation Energy (CEG)
Markel (MKL)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
NuScale Power (SMR)
Chipotle Mexican Grill (CMG)
GE Vernova (GEV)
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)
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
Sandstorm Gold (SAND SSL/TO)
Trade Note
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
Great Eagle Gold (GEGC/CX GEGCF)
Osisko Gold Royalties (OR)
Wheaton Precious Metals (WPM)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
Amazon (AMZN)
Alphabet (GOOGL GOOG)
QXO (QXO)
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
Gold/Precious Metals & Mining
Glencore (GLEN/L GLNCY)
Universal Music Group (UMG/AS UMGNF)
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
Builders FirstSource (BLDR)
Boyar Research
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers
UBER
Tags
Big Picture / Asset Allocation
Friday File
Uber
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Sabine Royalty Trust (SBR)
Evolution (EVO/ST EVVTY EVGGF)
Technology
From
Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
Tags
Brookfield Corp (BN)
ETFs or Mutual Funds
Vistra (VST)
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
Tags
Friday File
Stocks
GameStop (GME)
From
Stock Gumshoe
Announcing the 2024 Turkey of the Year
November 27, 2024
Tags
Daily Profit Cycle
Stansberry Research
James Altucher
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags
The Trade Desk (TTD)
Royal Gold (RGLD)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: What Now?
November 08, 2024
Tags
Par Technology (PAR)
Vistra (VST)
Brookfield Corp (BN)
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)
Netflix (NFLX)
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
Artificial Intelligence (A/I/)
Big Picture / Asset Allocation
Technology
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
Friday File
Exor (EXO/AS EXXRF)
ALPS Alerian MLP (AMLP)
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Nvidia (NVDA)
Stellantis (STLA)
Kering (KER/PA PPRUY PPRUF)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
Travelers (TRV)
Chapters Group (CHG/DE)
Hershey (HSY)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Berkshire Hathaway (BRK/B)
Black Stone Minerals (BSM)
Par Technology (PAR)
From
Stock Gumshoe
What’s Going On with Palm Beach and MarketWise?
February 14, 2024
Tags
Porter Stansberry
Brownstone Research
Palm Beach Letter
From
Stock Gumshoe
The A-to-V of Artificial Intelligence Stocks — 54 Stocks Teased as A.I. Plays by Investment Newsletters
February 12, 2024
Tags
Taiwan Semiconductor (TSM)
Docebo (DCBO)
Lam Research (LRCX)
From
Stock Gumshoe
Friday File: Fill up your Snifter
January 05, 2024
Tags
Suntory (2578/T STBFY STBFF)
Friday File
Diageo (DEO)
From
Stock Gumshoe
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