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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: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags
Royal Gold (RGLD)
Markel (MKL)
Shopify (SHOP)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
YPF (YPF)
Hershey (HSY)
Friday File
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
Boston Omaha (BOC)
Oklo (OKLO)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags
Sandstorm Gold (SAND SSL/TO)
JPMorgan Equity Premium Income ETF (JEPI)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
Africa Oil (AOI/TO AOIFF)
Centrus Energy (LEU)
QXO (QXO)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Royal Gold (RGLD)
Sandstorm Gold (SAND SSL/TO)
Universal Music Group (UMG/AS UMGNF)
From
Stock Gumshoe
Thank You, Mr. Buffett
May 05, 2025
Tags
Berkshire Hathaway (BRK/B)
Big Picture / Asset Allocation
Markel (MKL)
From
Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
Tags
Orogen (OGN/V OGNRF)
Big Picture / Asset Allocation
Markel (MKL)
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
Remy Cointreau (RCO/PA REMYY REMYF)
Friday File
Hershey (HSY)
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
Goosehead Insurance (GSHD)
American Financial Group (AFG)
International General Insurance Holdings (IGIC)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
WisdomTree Japan SmallCap Dividend Fund (DFJ)
Nvidia (NVDA)
Ferrari (RACE)
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
iShares 1/5 Year TIPS Ladder ETF (LDRI)
ETFs or Mutual Funds
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
BWX Technologies (BWXT)
Builders FirstSource (BLDR)
International General Insurance Holdings (IGIC)
From
Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers
UBER
Tags
Uber
W/R/ Berkley (WRB)
Pershing Square Holdings (PSH/AS PSHZF)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Big Picture / Asset Allocation
Amazon (AMZN)
NuScale Power (SMR)
From
Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
Tags
Trade Note
ALPS Alerian MLP (AMLP)
Chubb (CB)
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
Tags
Goosehead Insurance (GSHD)
Unity Software (U)
Dream Finders Homes (DFH)
From
Stock Gumshoe
Announcing the 2024 Turkey of the Year
November 27, 2024
Tags
Intellia Therapeutics (NTLA)
Pacific Biosciences (PACB)
UIPath (PATH)
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags
Toast (TOST)
Brown & Brown (BRO)
Friday File
From
Stock Gumshoe
Friday File: What Now?
November 08, 2024
Tags
Amazon (AMZN)
Talen Energy (TLN)
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
Tags
Netflix (NFLX)
Big Picture / Asset Allocation
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
Technology
Big Picture / Asset Allocation
Artificial Intelligence (A/I/)
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
Income Investing
options
Trade Note
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
obesity
Royal Philips (PHG)
SSR Mining (SSRM)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
Arch Capital (ACGL)
American Financial Group (AFG)
Pernod Ricard (RI/PA PRNDY PDRDF)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Qurate Preferreds (QRTEP)
Trade Note
Black Stone Minerals (BSM)
From
Stock Gumshoe
What’s Going On with Palm Beach and MarketWise?
February 14, 2024
Tags
Porter Stansberry
Colin Tedards
Brownstone Research
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
Unity Software (U)
Verses AI (VERS/NEO VRSSF)
Lam Research (LRCX)
From
Stock Gumshoe
Friday File: Fill up your Snifter
January 05, 2024
Tags
Suntory (2578/T STBFY STBFF)
Big Picture / Asset Allocation
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Top Teaser Stocks of 2023
December 26, 2023
Tickers
SHOP
Tags
IonQ (IONQ)
Arista Networks (ANET)
SkyWater Technology (SKYT)
From
Stock Gumshoe
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