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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
Microsoft (MSFT)
Royal Gold (RGLD)
Markel (MKL)
From
Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
May 08, 2026
Tags
Amazon (AMZN)
MercadoLibre (MELI)
Texas Pacific Land (TPL)
From
Stock Gumshoe
Friday File: Alphabet Wins! Now What?
May 01, 2026
Tags
Howard Hughes Holdings (HHH)
Nvidia (NVDA)
OpenAI
From
Stock Gumshoe
Friday File: Looking back at NVIDIA
August 22, 2025
Tags
Meta Platforms (META)
Apple (AAPL)
BWX Technologies (BWXT)
From
Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags
Wheaton Precious Metals (WPM)
Atlas Energy (ATLE/V CANSD)
Sitio Royalties (STR)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
Stocks
GSR III Acquisition (GSRT // SPAC to become Terra Innovatum (NKLR))
PepsiCo (PEP)
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
Sky Harbour (SKYH)
Burford Capital (BUR)
Oklo (OKLO)
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags
Wheaton Precious Metals (WPM)
Global X Nasdaq Covered Call ETF (QYLD)
American Integrity Insurance (AII)
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
QXO (QXO)
International General Insurance Holdings (IGIC)
Oklo (OKLO)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Friday File
Big Picture / Asset Allocation
Canadian Pacific (CP)
From
Stock Gumshoe
Thank You, Mr. Buffett
May 05, 2025
Tags
Big Picture / Asset Allocation
Berkshire Hathaway (BRK/B)
Markel (MKL)
From
Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
Tags
QXO (QXO)
Chubb (CB)
Intuitive Surgical (ISRG)
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
Berkshire Hathaway (BRK/B)
ALPS Alerian MLP (AMLP)
International General Insurance Holdings (IGIC)
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
Metalla Royalty & Streaming (MTA/V MTAFF)
Great Eagle Gold (GEGC/CX GEGCF)
Gold Royalty (GROY)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
Iveco (IVG/MI IVCGF)
Amazon (AMZN)
Jeffrey Gundlach
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)
The Trade Desk (TTD)
Primecap Odyssey Growth (POGRX)
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
Brookfield Corp (BN)
Brookfield Asset Management (BAM)
Greenlight Capital Re (GLRE)
From
Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers
UBER
Tags
Amazon (AMZN)
Uber
W/R/ Berkley (WRB)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Amazon (AMZN)
W/R/ Berkley (WRB)
Daily Journal (DJCO)
From
Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
Tags
Oklo (OKLO)
Brookfield Corp (BN)
BWX Technologies (BWXT)
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
Tags
Dream Finders Homes (DFH)
Brookfield Corp (BN)
Tiptree (TIPT)
From
Stock Gumshoe
Announcing the 2024 Turkey of the Year
November 27, 2024
Tags
Eric Wade
James Altucher
Money & Markets
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags
Friday File
Brown & Brown (BRO)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: What Now?
November 08, 2024
Tags
Brookfield Asset Management (BAM)
Bank of America (BAC)
Brookfield Corp (BN)
From
Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
Tags
Africa Oil (AOI/TO AOIFF)
Netflix (NFLX)
Big Picture / Asset Allocation
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
Technology
Artificial Intelligence (A/I/)
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
Sandstorm Gold (SAND SSL/TO)
Crown Castle (CCI)
Amazon (AMZN)
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Warren Buffett
Market Vectors Gold Miners ETF (GDX)
Fluence
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
Alphabet (GOOGL GOOG)
Trade Note
Travelers (TRV)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Black Stone Minerals (BSM)
Qurate (QRTEA QRTEB)
cryptocurrencies
From
Stock Gumshoe
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