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Latest News about Big Picture / Asset Allocation
Recent news which mentions Big Picture / Asset Allocation
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What’s Going On with Palm Beach and MarketWise?
February 14, 2024
Tags
Matt McCall
Rogue Economics
Brad Thomas
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
Amazon (AMZN)
SoundHound AI (SOUN)
Super Micro Computer (SMCI)
From
Stock Gumshoe
Friday File: Fill up your Snifter
January 05, 2024
Tags
Sandstorm Gold (SAND SSL/TO)
Pernot Ricard (RI/PA PRNDY)
Friday File
From
Stock Gumshoe
Top Teaser Stocks of 2023
December 26, 2023
Tickers
SHOP
Tags
Palantir (PLTR)
Unity Software (U)
ASML (ASML)
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
Alphabet (GOOGL GOOG)
Artificial Intelligence (A/I/)
Arthur J/ Gallagher (AJG)
From
Stock Gumshoe
Friday File: Gambling on Gambling
December 08, 2023
Tags
Bespoke Investment
Liz Ann Sonders
Las Vegas Sands (LVS)
From
Stock Gumshoe
Porter’s “Artificial Illusion” Pitch — Buy the beneficiaries of AI, not the future pretenders?
November 28, 2023
Tags
Big Picture / Asset Allocation
Stocks
John Deere (DE)
From
Stock Gumshoe
2023 Turkey of the Year
November 20, 2023
Tags
Li/Cycle (LICY)
ESS Tech (GWH)
Whitney Tilson
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
Tags
Hilton (HLT)
Lowe's (LOW)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
Tags
Friday File
Apple (AAPL)
Dino Polska (DNP/W DNOPY)
From
Stock Gumshoe
All the AI Stock Picks from Everybody! 25 Different Stocks That Have been Teased as A.I. Picks This Year…
October 09, 2023
Tags
Nvidia (NVDA)
Stocks
Digital Realty Trust (DLR)
From
Stock Gumshoe
Friday File: Buffett, Burry and Brookfield
September 29, 2023
Tags
Warren Buffett
Big Picture / Asset Allocation
Partners Value Investments LP (PVF/UN/V)
From
Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
Tags
Altius Minerals (ALS/TO ATUSF)
Huntington Ingalls Industries (HII)
Adyen (ADYEN/AS ADYEY ADYYF)
From
Stock Gumshoe
Monday File: A Trade Note about Hedging
July 31, 2023
Tags
Options or Futures
Friday File
Hedging
From
Stock Gumshoe
Friday File: Season Opens… what’s up with Intuitive, W.R. Berkley, Teqnion and the rest?
July 21, 2023
Tags
Big Picture / Asset Allocation
W/R/ Berkley (WRB)
Crown Castle (CCI)
From
Stock Gumshoe
Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
July 14, 2023
Tickers
UBER
Tags
DoorDash (DASH)
Energy
Toast (TOST)
From
Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
July 07, 2023
Tags
IonQ (IONQ)
Vanguard Mortgage Backed Securities ETF (VMBS)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: U-Haul, Teqnion, a $100K Lock Box addition… and a Couple new Watchlist Stocks
June 02, 2023
Tags
Bergman & Beving (BERG/B/ST)
Kinsale Capital (KNSL)
Trulieve (TRUL/CX TCNNF)
From
Stock Gumshoe
Friday File — WESCO, Icahn and more…
May 05, 2023
Tickers
GOLD
Tags
Nvidia (NVDA)
Friday File
Carl Icahn
From
Stock Gumshoe
Friday File: Insurance Co. Highs and Lows
April 28, 2023
Tags
Big Picture / Asset Allocation
Stocks
EQT (EQT)
From
Stock Gumshoe
Friday File: Buying a Dinosaur
April 21, 2023
Tags
Friday File
Teqnion (TEQ/ST)
Edwin Dorsey
From
Stock Gumshoe
Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
April 14, 2023
Tags
Technology
Stocks
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
April 07, 2023
Tags
Kerrisdale Capital
ESS Tech (GWH)
DigitalBridge (DBRG)
From
Stock Gumshoe
Friday File: Updates on Boston Omaha and Ecora
March 31, 2023
Tags
Dream Finders Homes (DFH)
Coherent (COHR)
Income Investing
From
Stock Gumshoe
Friday File: Thoughts from Warren, Restaurant Updates, and a buy and sell in the Real Money Portfolio
March 03, 2023
Tickers
NATKY
Tags
Freeport/McMoRan (FCX)
Toast (TOST)
Rick Rule
From
Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
Tags
Nvidia (NVDA)
Friday File
Public Storage (PSA)
From
Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
Tags
Keysight (KEYS)
Cresco Labs (CL/CX CRLBF)
Leonardo (LDO/MI FINMF FINMY)
From
Stock Gumshoe
Top Teasers of 2022
December 28, 2022
Tags
Construction Partners (ROAD)
Donnelley Financial Solutions (DFIN)
Rolls/Royce (RR/L RYCEY RYCEF)
From
Stock Gumshoe
Friday File: Nibbling on High Yields
December 23, 2022
Tags
Big Picture / Asset Allocation
DigitalBridge Preferreds
Disney (DIS)
From
Stock Gumshoe
2022 Turkey of the Year
November 22, 2022
Tags
Indivior (INDV/L INVVY)
Voyager Digital (VYGR/TO VYGVF)
Naked Wines (WINE/L NWINF MJWNY)
From
Stock Gumshoe
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