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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
Cerebras (CBRS)
Aurora Innovation (AUR)
Acacia Research (ACTG)
From
Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
May 08, 2026
Tags
Howard Hughes Holdings (HHH)
BWX Technologies (BWXT)
International General Insurance Holdings (IGIC)
From
Stock Gumshoe
Friday File: Alphabet Wins! Now What?
May 01, 2026
Tags
Texas Pacific Land (TPL)
Pershing Square USA (PSUS)
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Looking back at NVIDIA
August 22, 2025
Tags
Technology
Big Picture / Asset Allocation
NuScale Power (SMR)
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
YPF (YPF)
Northern Star Resources (NST/AX NESRF)
Royal Gold (RGLD)
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
Sky Harbour (SKYH)
Burford Capital (BUR)
Oklo (OKLO)
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
BWX Technologies (BWXT)
The Metals Company (TMC)
Options or Futures
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Nvidia (NVDA)
gold
Howard Hughes Holdings (HHH)
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
QXO (QXO)
Chubb (CB)
Intuitive Surgical (ISRG)
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
Diageo (DEO)
Keysight (KEYS)
Markel (MKL)
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
Vox Royalty (VOXR)
Gold/Precious Metals & Mining
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
ProShares Short S&P 500 ETF (SH)
Danny Moses
Barry Ritholz
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
ALPS Alerian MLP (AMLP)
QXO (QXO)
iShares iBonds 1/5 Year Treasury Ladder ETF (LDRT)
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
The Trade Desk (TTD)
Technology
Trade Note
From
Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers
UBER
Tags
W/R/ Berkley (WRB)
Amazon (AMZN)
Uber
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Cloudflare (NET)
BWX Technologies (BWXT)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
Tags
Travelers (TRV)
NuScale Power (SMR)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
Tags
WIngstop (WING)
PubMatic (PUBM)
$100K Lock Box
From
Stock Gumshoe
Announcing the 2024 Turkey of the Year
November 27, 2024
Tags
Intellia Therapeutics (NTLA)
Brad Thomas
Paradigm Press
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags
Dream Finders Homes (DFH)
Nvidia (NVDA)
Roku (ROKU)
From
Stock Gumshoe
Friday File: What Now?
November 08, 2024
Tags
Sandstorm Gold (SAND SSL/TO)
Amazon (AMZN)
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
Nvidia (NVDA)
Advanced Micro Devices (AMD)
Tesla Motors (TSLA)
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
Amazon (AMZN)
Crown Castle (CCI)
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
Hermes (RMS/PA HESAY)
Fluence
Jéronimo Martins (JRONY JRONF)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
Alphabet (GOOGL GOOG)
Trade Note
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Dorchester Minerals (DMLP)
Shopify (SHOP)
Africa Oil (AOI/TO AOIFF)
From
Stock Gumshoe
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