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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
Apple (AAPL)
NuScale Power (SMR)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags
CSX Corp (CSX)
Kinsale Capital (KNSL)
Permian Basin Royalty Trust (PBT)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
Nvidia (NVDA)
Vistra (VST)
Northern Star Resources (NST/AX NESRF)
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
Sky Harbour (SKYH)
Evolution (EVO/ST EVVTY EVGGF)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags
Royal Gold (RGLD)
Big Picture / Asset Allocation
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
International General Insurance Holdings (IGIC)
NuScale Power (SMR)
GE Vernova (GEV)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Howard Hughes Holdings (HHH)
Nike (NKE)
Equinox Gold (EQX/V EQXFF)
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
Friday File
Markel (MKL)
Chubb (CB)
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
SSR Mining (SSRM)
Berkshire Hathaway (BRK/B)
Pernod Ricard (RI/PA PRNDY PDRDF)
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
American Financial Group (AFG)
Kinsale Capital (KNSL)
Orogen (OGN/V OGNRF)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
WisdomTree Japan SmallCap Dividend Fund (DFJ)
ProShares Short S&P 500 ETF (SH)
IonQ (IONQ)
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
QXO (QXO)
gold
Primecap Odyssey Growth (POGRX)
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
iShares 1/5 Year TIPS Ladder ETF (LDRI)
Ray Dalio
International General Insurance Holdings (IGIC)
From
Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers
UBER
Tags
Markel (MKL)
Pershing Square Holdings (PSH/AS PSHZF)
Atkore (ATKR)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
NuScale Power (SMR)
Texas Pacific Land Trust (TPL)
Westinghouse
From
Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
Tags
ALPS Alerian MLP (AMLP)
Oklo (OKLO)
Friday File
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
Tags
Schrodinger (SDGR)
Brookfield Corp (BN)
Kinsale Capital (KNSL)
From
Stock Gumshoe
Announcing the 2024 Turkey of the Year
November 27, 2024
Tags
Gerardo Del Real
Curzio AI
Pacific Biosciences (PACB)
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags
Roku (ROKU)
Atkore (ATKR)
Penguin Solutions (PENG) (was SMART Global)
From
Stock Gumshoe
Friday File: What Now?
November 08, 2024
Tags
Talen Energy (TLN)
Celsius Holdings (CELH)
BWX Technologies (BWXT)
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)
Enphase Energy (ENPH)
Repligen (RGEN)
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
Friday File
Exor (EXO/AS EXXRF)
ALPS Alerian MLP (AMLP)
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Tapestry (TPR)
John Maynard Keynes
Hermes (RMS/PA HESAY)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
Dino Polska (DNP/W DNOPY)
Brookfield Asset Management (BAM)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
cryptocurrencies
Par Technology (PAR)
Ethereum (ETH)
From
Stock Gumshoe
What’s Going On with Palm Beach and MarketWise?
February 14, 2024
Tags
Nomi Prins
Colin Tedards
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
Verses AI (VERS/NEO VRSSF)
Mobileye
Ambarella (AMBA)
From
Stock Gumshoe
Friday File: Fill up your Snifter
January 05, 2024
Tags
Sandstorm Gold (SAND SSL/TO)
Brown/Forman (BFB BFA)
Big Picture / Asset Allocation
From
Stock Gumshoe
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