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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)
Tencent (0700/HK TXTZF TCEHY)
Cisco (CSCO)
From
Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags
PIMCO 25+ Year Zero Coupon US Treasury Index ETF (ZROZ)
Friday File
Franco/Nevada (FNV)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
Sandstorm Gold (SAND SSL/TO)
Northern Star Resources (NST/AX NESRF)
Hershey (HSY)
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
Oklo (OKLO)
Boston Omaha (BOC)
Sky Harbour (SKYH)
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags
Diageo (DEO)
Triple Flag Precious Metals (TFPM/TO)
JPMorgan Equity Premium Income ETF (JEPI)
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
Sandstorm Gold (SAND SSL/TO)
International General Insurance Holdings (IGIC)
Royal Gold (RGLD)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Franco/Nevada (FNV)
Friday File
Big Picture / Asset Allocation
From
Stock Gumshoe
Thank You, Mr. Buffett
May 05, 2025
Tags
Markel (MKL)
Big Picture / Asset Allocation
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
Tags
AngloGold Ashanti Ltd/ (AU)
Friday File
Orogen (OGN/V OGNRF)
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
Pernod Ricard (RI/PA PRNDY PDRDF)
Berkshire Hathaway (BRK/B)
Markel (MKL)
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
Big Picture / Asset Allocation
Franco/Nevada (FNV)
Friday File
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
Iveco (IVG/MI IVCGF)
Eagle Energy Metals
Stellantis (STLA)
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
SSR Mining (SSRM)
iShares iBonds 1/5 Year Treasury Ladder ETF (LDRT)
ETFs or Mutual Funds
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
Keysight (KEYS)
Howard Hughes Holdings (HHH)
BWX Technologies (BWXT)
From
Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers
UBER
Tags
Alphabet (GOOGL GOOG)
Amazon (AMZN)
Pershing Square Holdings (PSH/AS PSHZF)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Technology
Trade Note
Brown & Brown (BRO)
From
Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
Tags
Chubb (CB)
Cameco (CCJ)
Oklo (OKLO)
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
Tags
Alphabet (GOOGL GOOG)
Domino's Pizza (DPZ)
Digital Ocean (DOCN)
From
Stock Gumshoe
Announcing the 2024 Turkey of the Year
November 27, 2024
Tags
Dave Lashmet
Absci (ABSI)
Eric Wade
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags
Alphabet (GOOGL GOOG)
Keysight (KEYS)
Royal Gold (RGLD)
From
Stock Gumshoe
Friday File: What Now?
November 08, 2024
Tags
Intel (INTC)
Berkshire Hathaway (BRK/B)
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
Big Picture / Asset Allocation
Nvidia (NVDA)
Anavex Life Sciences (AVXL)
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
Artificial Intelligence (A/I/)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
gold
Trade Note
Crown Castle (CCI)
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Triple Flag Precious Metals (TFPM/TO)
Warren Buffett
Stem (STEM)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
Nvidia (NVDA)
Big Picture / Asset Allocation
Diageo (DEO)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Toast (TOST)
Trade Note
EQT (EQT)
From
Stock Gumshoe
What’s Going On with Palm Beach and MarketWise?
February 14, 2024
Tags
Legacy Research Group
Brokers & Financial Advisors
Tom Dyson
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
Evolv Technologies (EVLV)
Appian (APPN)
Lam Research (LRCX)
From
Stock Gumshoe
Friday File: Fill up your Snifter
January 05, 2024
Tags
Medical Properties Trust (MPW)
Davide Campari/Milano (CPR/MI DVDCF DVCMY)
Brown/Forman (BFB BFA)
From
Stock Gumshoe
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