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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
Microsoft (MSFT)
Big Picture / Asset Allocation
Vizsla Royalties (VROY/V VROYF)
From
Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
May 08, 2026
Tags
Amrize (AMRZ)
Par Technology (PAR)
Trade Note
From
Stock Gumshoe
Friday File: Alphabet Wins! Now What?
May 01, 2026
Tags
Brown & Brown (BRO)
OpenAI
Wingstop (WING)
From
Stock Gumshoe
Friday File: Looking back at NVIDIA
August 22, 2025
Tags
Cisco (CSCO)
Tencent (0700/HK TXTZF TCEHY)
Microsoft (MSFT)
From
Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags
Friday File
Income Investing
Wheaton Precious Metals (WPM)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
Trade Note
Amazon (AMZN)
Royal Gold (RGLD)
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
Sky Harbour (SKYH)
Friday File
Boston Omaha (BOC)
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags
W/R/ Berkley (WRB)
Franco/Nevada (FNV)
NatGold
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
International General Insurance Holdings (IGIC)
QXO (QXO)
GE Vernova (GEV)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Solaris Resources (SLSR)
Sandstorm Gold (SAND SSL/TO)
Oklo (OKLO)
From
Stock Gumshoe
Thank You, Mr. Buffett
May 05, 2025
Tags
Markel (MKL)
Berkshire Hathaway (BRK/B)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
Tags
Triple Flag Precious Metals (TFPM/TO)
AngloGold Ashanti Ltd/ (AU)
Chubb (CB)
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
SSR Mining (SSRM)
Trade Note
Keysight (KEYS)
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
Great Eagle Gold (GEGC/CX GEGCF)
American Financial Group (AFG)
Goosehead Insurance (GSHD)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
Options or Futures
Danny Moses
D/Wave Quantum (QBTS)
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
Universal Music Group (UMG/AS UMGNF)
Pershing Square Holdings (PSH/AS PSHZF)
ETFs or Mutual Funds
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
Huntington Ingalls Industries (HII)
Bruce Flatt
Dino Polska (DNP/W DNOPY)
From
Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers
UBER
Tags
Pershing Square Holdings (PSH/AS PSHZF)
Big Picture / Asset Allocation
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Sabine Royalty Trust (SBR)
Cisco (CSCO)
Westinghouse
From
Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
Tags
Intuitive Surgical (ISRG)
W/R/ Berkley (WRB)
Trade Note
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
Tags
Topicus (TOI/V TOITF)
Cloudflare (NET)
Tiptree (TIPT)
From
Stock Gumshoe
Announcing the 2024 Turkey of the Year
November 27, 2024
Tags
Cosa Resources (COSA/V COSAF)
Motley Fool
Stansberry Venture Technology
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags
Brown & Brown (BRO)
Royal Gold (RGLD)
Keysight (KEYS)
From
Stock Gumshoe
Friday File: What Now?
November 08, 2024
Tags
Alphabet (GOOGL GOOG)
Constellation Energy (CEG)
Brookfield Asset Management (BAM)
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)
Domino's Pizza (DPZ)
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
Artificial Intelligence (A/I/)
Technology
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
Trade Note
Alphabet (GOOGL GOOG)
$100K Lock Box
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Friday File
Dino Polska (DNP/W DNOPY)
Hermes (RMS/PA HESAY)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
Brookfield Asset Management (BAM)
Jéronimo Martins (JRONY JRONF)
Arch Capital (ACGL)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
ALPS Alerian MLP (AMLP)
Keysight (KEYS)
cryptocurrencies
From
Stock Gumshoe
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