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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
Meta Platforms (META)
Kairos Power
Technology
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)
Constellation Energy (CEG)
ALPS Alerian MLP (AMLP)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
Friday File
Vox Royalty (VOXR)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
Oklo (OKLO)
Boston Omaha (BOC)
Sky Harbour (SKYH)
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags
Lundin Mining (LUN/TO LUNMF)
Sandstorm Gold (SAND SSL/TO)
Wheaton Precious Metals (WPM)
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
Sandstorm Gold (SAND SSL/TO)
International General Insurance Holdings (IGIC)
IonQ (IONQ)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Alphabet (GOOGL GOOG)
BWX Technologies (BWXT)
Howard Hughes Holdings (HHH)
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
Intuitive Surgical (ISRG)
W/R/ Berkley (WRB)
Trade Note
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
SSR Mining (SSRM)
Trade Note
Exor (EXO/AS EXXRF)
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
Franco/Nevada (FNV)
Friday File
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
Exor (EXO/AS EXXRF)
Big Picture / Asset Allocation
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
Friday File
Pershing Square Holdings (PSH/AS PSHZF)
Acacia Research (ACTG)
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
Big Picture / Asset Allocation
KKR & Co/ (KKR)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers
UBER
Tags
American Financial Group (AFG)
Atkore (ATKR)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Cloudflare (NET)
Friday File
NuScale Power (SMR)
From
Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
Tags
Vistra (VST)
Friday File
NuScale Power (SMR)
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
Tags
Brookfield Asset Management (BAM)
Stocks
Brookfield Corp (BN)
From
Stock Gumshoe
Announcing the 2024 Turkey of the Year
November 27, 2024
Tags
Eric Wade
Nick Hodge's Foundational Profits
Absci (ABSI)
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
DigitalBridge (DBRG)
Vox Royalty (VOXR)
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
Tags
Advanced Micro Devices (AMD)
Enphase Energy (ENPH)
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
ALPS Alerian MLP (AMLP)
Exor (EXO/AS EXXRF)
Microsoft (MSFT)
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)
Warren Buffett
Triple Flag Precious Metals (TFPM/TO)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
Jéronimo Martins (JRONY JRONF)
American Financial Group (AFG)
options
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
ALPS Alerian MLP (AMLP)
Qurate (QRTEA QRTEB)
Big Picture / Asset Allocation
From
Stock Gumshoe
What’s Going On with Palm Beach and MarketWise?
February 14, 2024
Tags
Big Picture / Asset Allocation
Chris Weber
Sam Volkering
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
Ambarella (AMBA)
Daikin Industries (6367/T DKILF DKILY)
FuboTV (FUBO)
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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