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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
Tencent (0700/HK TXTZF TCEHY)
Alphabet (GOOGL GOOG)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags
Dorchester Minerals (DMLP)
Atlas Energy (ATLE/V CANSD)
Diamondback Energy (FANG)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
Friday File
GSR III Acquisition (GSRT // SPAC to become Terra Innovatum (NKLR))
Vox Royalty (VOXR)
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
Evolution (EVO/ST EVVTY EVGGF)
Oklo (OKLO)
Sky Harbour (SKYH)
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
Franco/Nevada (FNV)
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
BWX Technologies (BWXT)
Palantir (PLTR)
Constellation Energy (CEG)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Friday File
Hilton (HLT)
Howard Hughes Holdings (HHH)
From
Stock Gumshoe
Thank You, Mr. Buffett
May 05, 2025
Tags
Berkshire Hathaway (BRK/B)
Markel (MKL)
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)
Big Picture / Asset Allocation
Trade Note
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
Big Picture / Asset Allocation
Trade Note
Markel (MKL)
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
Franco/Nevada (FNV)
ProShares UltraPro QQQ (TQQQ)
Kinsale Capital (KNSL)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
International General Insurance Holdings (IGIC)
ProShares Short S&P 500 ETF (SH)
Barry Ritholz
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
Vox Royalty (VOXR)
Tesla Motors (TSLA)
Universal Music Group (UMG/AS UMGNF)
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
Acacia Research (ACTG)
BWX Technologies (BWXT)
Bruce Flatt
From
Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers
UBER
Tags
Amazon (AMZN)
Atkore (ATKR)
Pershing Square Holdings (PSH/AS PSHZF)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Brown & Brown (BRO)
Texas Pacific Land Trust (TPL)
Foreign Investments
From
Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
Tags
Travelers (TRV)
Intuitive Surgical (ISRG)
NuScale Power (SMR)
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
Tags
Digital Ocean (DOCN)
$100K Lock Box
PubMatic (PUBM)
From
Stock Gumshoe
Announcing the 2024 Turkey of the Year
November 27, 2024
Tags
Curzio Research
Green Zone Fortunes
Digest Publishing
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags
Brown & Brown (BRO)
Royal Gold (RGLD)
Roku (ROKU)
From
Stock Gumshoe
Friday File: What Now?
November 08, 2024
Tags
Royal Gold (RGLD)
Brookfield Asset Management (BAM)
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
Enphase Energy (ENPH)
Domino's Pizza (DPZ)
Netflix (NFLX)
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
Sandstorm Gold (SAND SSL/TO)
Power REIT (PW)
$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
Acacia Research (ACTG)
Market Vectors Junior Gold Miners ETF (GDXJ)
Hermes (RMS/PA HESAY)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
American Financial Group (AFG)
Brookfield Asset Management (BAM)
Trade Note
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Shopify (SHOP)
Ethereum (ETH)
Keysight (KEYS)
From
Stock Gumshoe
What’s Going On with Palm Beach and MarketWise?
February 14, 2024
Tags
Matt McCall
Palm Beach Venture
Chris Weber
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
C3/ai (AI)
Dupont (DD)
Super Micro Computer (SMCI)
From
Stock Gumshoe
Friday File: Fill up your Snifter
January 05, 2024
Tags
Sandstorm Gold (SAND SSL/TO)
Diageo (DEO)
Medical Properties Trust (MPW)
From
Stock Gumshoe
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