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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: Heavy Stuff, Oil, Toast, and Growth…
May 08, 2026
Tags
MercadoLibre (MELI)
Berkshire Hathaway (BRK/B)
Howard Hughes Holdings (HHH)
From
Stock Gumshoe
Friday File: Alphabet Wins! Now What?
May 01, 2026
Tags
Viper Energy (VNOM)
OpenAI
Pershing Square (PS)
From
Stock Gumshoe
Friday File: Looking back at NVIDIA
August 22, 2025
Tags
Technology
NuScale Power (SMR)
Keysight (KEYS)
From
Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags
Constellation Energy (CEG)
ALPS Alerian MLP (AMLP)
PIMCO 25+ Year Zero Coupon US Treasury Index ETF (ZROZ)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
Triple Flag Precious Metals (TFPM/TO)
Dakota Gold (DC)
Royal Gold (RGLD)
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
Big Picture / Asset Allocation
QXO (QXO)
Oklo (OKLO)
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags
Franco/Nevada (FNV)
JPMorgan Equity Premium Income ETF (JEPI)
W/R/ Berkley (WRB)
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
Africa Oil (AOI/TO AOIFF)
The Metals Company (TMC)
Franco/Nevada (FNV)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Chipotle Mexican Grill (CMG)
Hilton (HLT)
Universal Music Group (UMG/AS UMGNF)
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
Friday File
Trade Note
Markel (MKL)
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
Exor (EXO/AS EXXRF)
Big Picture / Asset Allocation
Remy Cointreau (RCO/PA REMYY REMYF)
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
Triple Flag Precious Metals (TFPM/TO)
Royal Gold (RGLD)
Osisko Gold Royalties (OR)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
Equifund
Berkshire Hathaway (BRK/B)
Danny Moses
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
Tesla Motors (TSLA)
Nvidia (NVDA)
Primecap Odyssey Growth (POGRX)
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
Beacon Roofing (BECN)
Chubb (CB)
KKR & Co/ (KKR)
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
Daily Journal (DJCO)
Sabine Royalty Trust (SBR)
Cisco (CSCO)
From
Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
Tags
Chubb (CB)
BWX Technologies (BWXT)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
Tags
Big Picture / Asset Allocation
Alphabet (GOOGL GOOG)
Unity Software (U)
From
Stock Gumshoe
Announcing the 2024 Turkey of the Year
November 27, 2024
Tags
Nick Hodge
Gerardo Del Real
Money & Markets
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags
Brown & Brown (BRO)
Trade Note
Friday File
From
Stock Gumshoe
Friday File: What Now?
November 08, 2024
Tags
Brookfield Asset Management (BAM)
Nvidia (NVDA)
Apple (AAPL)
From
Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
Tags
Intuitive Surgical (ISRG)
Advanced Micro Devices (AMD)
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
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
$100K Lock Box
Crown Castle (CCI)
Model N (MODN)
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
LVMH (MC/PA LVMUY LVMHF)
Trade Note
Friday File
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
Brookfield Corp (BN)
Trade Note
Travelers (TRV)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Qurate Preferreds (QRTEP)
Shopify (SHOP)
Cloudflare (NET)
From
Stock Gumshoe
What’s Going On with Palm Beach and MarketWise?
February 14, 2024
Tags
Brokers & Financial Advisors
Sam Volkering
Palm Beach Venture
From
Stock Gumshoe
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