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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: Alphabet Wins! Now What?
May 01, 2026
Tags
Stocks
Nvidia (NVDA)
Pershing Square USA (PSUS)
From
Stock Gumshoe
Friday File: Looking back at NVIDIA
August 22, 2025
Tags
Tencent (0700/HK TXTZF TCEHY)
Microsoft (MSFT)
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
Diamondback Energy (FANG)
Dorchester Minerals (DMLP)
Viper Energy Partners (VNOM)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
GSR III Acquisition (GSRT // SPAC to become Terra Innovatum (NKLR))
Big Picture / Asset Allocation
Vistra (VST)
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
Sky Harbour (SKYH)
Burford Capital (BUR)
QXO (QXO)
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags
YieldMax Options Income ETFs
Global X Nasdaq Covered Call ETF (QYLD)
JPMorgan Equity Premium Income ETF (JEPI)
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
NuScale Power (SMR)
Sandstorm Gold (SAND SSL/TO)
Palantir (PLTR)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Howard Hughes Holdings (HHH)
Hilton (HLT)
Friday File
From
Stock Gumshoe
Thank You, Mr. Buffett
May 05, 2025
Tags
Big Picture / Asset Allocation
Berkshire Hathaway (BRK/B)
Markel (MKL)
From
Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
Tags
Altius Minerals (ALS/TO ATUSF)
Chubb (CB)
Orogen (OGN/V OGNRF)
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
Trade Note
ALPS Alerian MLP (AMLP)
Remy Cointreau (RCO/PA REMYY REMYF)
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
Berkshire Hathaway (BRK/B)
Goosehead Insurance (GSHD)
Sky Harbour (SKYH)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
Exor (EXO/AS EXXRF)
Barry Ritholz
Amazon (AMZN)
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
SSR Mining (SSRM)
Universal Music Group (UMG/AS UMGNF)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
Ray Dalio
iShares 1/5 Year TIPS Ladder ETF (LDRI)
KKR & Co/ (KKR)
From
Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers
UBER
Tags
Atkore (ATKR)
Amazon (AMZN)
Friday File
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Daily Journal (DJCO)
Amazon (AMZN)
Friday File
From
Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
Tags
Cameco (CCJ)
Trade Note
ALPS Alerian MLP (AMLP)
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
Tags
Topicus (TOI/V TOITF)
Big Picture / Asset Allocation
Unity Software (U)
From
Stock Gumshoe
Announcing the 2024 Turkey of the Year
November 27, 2024
Tags
John Engel
BioArctic (BIOA/B/ST BRCTF)
Wide Moat Research
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags
Nvidia (NVDA)
Alphabet (GOOGL GOOG)
Trade Note
From
Stock Gumshoe
Friday File: What Now?
November 08, 2024
Tags
Brookfield Corp (BN)
Bank of America (BAC)
The Trade Desk (TTD)
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)
Big Picture / Asset Allocation
Africa Oil (AOI/TO AOIFF)
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
Trade Note
Crown Castle (CCI)
Royal Gold (RGLD)
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Eli Lilly (LLY)
Trade Note
Royal Gold (RGLD)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
Chapters Group (CHG/DE)
Brookfield Corp (BN)
Diageo (DEO)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
EQT (EQT)
Trade Note
Ethereum (ETH)
From
Stock Gumshoe
What’s Going On with Palm Beach and MarketWise?
February 14, 2024
Tags
Brownstone Research
Legacy Research Group
Colin Tedards
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
IonQ (IONQ)
ARM Holdings (ARMH)
Cadence Design Systems (CDNS)
From
Stock Gumshoe
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