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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)
Occidental Petroleum (OXY)
Friday File
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
Northern Star Resources (NST/AX NESRF)
Sandstorm Gold (SAND SSL/TO)
Hershey (HSY)
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
Boston Omaha (BOC)
Oklo (OKLO)
Burford Capital (BUR)
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags
Wheaton Precious Metals (WPM)
YieldMax Options Income ETFs
Royal Gold (RGLD)
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
Centrus Energy (LEU)
The Metals Company (TMC)
Royal Gold (RGLD)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Hilton (HLT)
gold
Nike (NKE)
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
Markel (MKL)
Chubb (CB)
QXO (QXO)
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
Sandstorm Gold (SAND SSL/TO)
International General Insurance Holdings (IGIC)
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)
Brown & Brown (BRO)
Boston Omaha (BOC)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
Options or Futures
QXO (QXO)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
Pershing Square Holdings (PSH/AS PSHZF)
Friday File
Acacia Research (ACTG)
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
Technology
Trade Note
Brookfield Corp (BN)
From
Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers
UBER
Tags
Friday File
Pershing Square Holdings (PSH/AS PSHZF)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Trade Note
Technology
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
Digital Ocean (DOCN)
Domino's Pizza (DPZ)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Announcing the 2024 Turkey of the Year
November 27, 2024
Tags
Labrador Gold (LAB/V NKOSF)
Money & Markets
Intelligent Income Investor
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags
Brown & Brown (BRO)
Trade Note
Toast (TOST)
From
Stock Gumshoe
Friday File: What Now?
November 08, 2024
Tags
Bank of America (BAC)
BWX Technologies (BWXT)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
Tags
Enphase Energy (ENPH)
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
Technology
Big Picture / Asset Allocation
Artificial Intelligence (A/I/)
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
American Tower (AMT)
options
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)
Options or Futures
Kering (KER/PA PPRUY PPRUF)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
Alphabet (GOOGL GOOG)
options
American Financial Group (AFG)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Shopify (SHOP)
Friday File
Stansberry's Investment Advisory
From
Stock Gumshoe
What’s Going On with Palm Beach and MarketWise?
February 14, 2024
Tags
Palm Beach Letter
Empire Financial Research
Palm Beach Venture
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
Braze (BRZE)
Verses AI (VERS/NEO VRSSF)
Exscientia (EXAI)
From
Stock Gumshoe
Friday File: Fill up your Snifter
January 05, 2024
Tags
Davide Campari/Milano (CPR/MI DVDCF DVCMY)
Medical Properties Trust (MPW)
Diageo (DEO)
From
Stock Gumshoe
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