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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
Royal Gold (RGLD)
Brookfield Asset Management (BAM)
Vizsla Royalties (VROY/V VROYF)
From
Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
May 08, 2026
Tags
International General Insurance Holdings (IGIC)
TransMedics (TMDX)
Toast (TOST)
From
Stock Gumshoe
Friday File: Alphabet Wins! Now What?
May 01, 2026
Tags
Friday File
Stocks
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Looking back at NVIDIA
August 22, 2025
Tags
NuScale Power (SMR)
Oklo (OKLO)
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags
Travelers (TRV)
Cryptocurrencies
CSX Corp (CSX)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
Vox Royalty (VOXR)
PepsiCo (PEP)
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
Roku (ROKU)
Burford Capital (BUR)
Boston Omaha (BOC)
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags
BHP Billiton (BHP)
Friday File
Global X Nasdaq Covered Call ETF (QYLD)
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
QXO (QXO)
Africa Oil (AOI/TO AOIFF)
Centrus Energy (LEU)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Big Picture / Asset Allocation
Friday File
Royal Gold (RGLD)
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
Markel (MKL)
Intuitive Surgical (ISRG)
Chubb (CB)
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
Sandstorm Gold (SAND SSL/TO)
SSR Mining (SSRM)
Hershey (HSY)
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
Franco/Nevada (FNV)
Gold/Precious Metals & Mining
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
Alphabet (GOOGL GOOG)
Big Picture / Asset Allocation
Stocks
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
iShares iBonds 1/5 Year Corporate Ladder ETF (LDRC)
Energy
Universal Music Group (UMG/AS UMGNF)
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
Nvidia (NVDA)
Brookfield Asset Management (BAM)
iShares 1/5 Year TIPS Ladder ETF (LDRI)
From
Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers
UBER
Tags
Huntington Ingalls Industries (HII)
Big Picture / Asset Allocation
Atkore (ATKR)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Brookfield Corp (BN)
NuScale Power (SMR)
Texas Pacific Land Trust (TPL)
From
Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
Tags
Oklo (OKLO)
Brookfield Corp (BN)
Chubb (CB)
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
Tags
Cloudflare (NET)
Schrodinger (SDGR)
$100K Lock Box
From
Stock Gumshoe
Announcing the 2024 Turkey of the Year
November 27, 2024
Tags
Intelligent Income Investor
James Altucher
Stansberry Research
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags
Keysight (KEYS)
Dream Finders Homes (DFH)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: What Now?
November 08, 2024
Tags
Talen Energy (TLN)
Vistra (VST)
Bank of America (BAC)
From
Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
Tags
Netflix (NFLX)
The Trade Desk (TTD)
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
American Tower (AMT)
gold
Vaulted
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Stem (STEM)
Reddit (RDDT)
obesity
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
Diageo (DEO)
Chapters Group (CHG/DE)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Africa Oil (AOI/TO AOIFF)
Black Stone Minerals (BSM)
EQT (EQT)
From
Stock Gumshoe
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