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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
Oklo (OKLO)
GE Vernova (GEV)
Microsoft (MSFT)
From
Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags
Viper Energy Partners (VNOM)
Burford Capital (BUR)
ALPS Alerian MLP (AMLP)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
Triple Flag Precious Metals (TFPM/TO)
GSR III Acquisition (GSRT // SPAC to become Terra Innovatum (NKLR))
Royal Gold (RGLD)
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
Oklo (OKLO)
QXO (QXO)
Sky Harbour (SKYH)
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags
NatGold
JPMorgan Equity Premium Income ETF (JEPI)
Heritage Insurance (HRTG)
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
Options or Futures
Vox Royalty (VOXR)
Centrus Energy (LEU)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Oklo (OKLO)
GE Vernova (GEV)
Royal Gold (RGLD)
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
Chubb (CB)
Big Picture / Asset Allocation
Orogen (OGN/V OGNRF)
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
Trade Note
Diageo (DEO)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
Sky Harbour (SKYH)
Sandstorm Gold (SAND SSL/TO)
Gold/Precious Metals & Mining
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
Iveco (IVG/MI IVCGF)
D/Wave Quantum (QBTS)
Exor (EXO/AS EXXRF)
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
Vox Royalty (VOXR)
Income Investing
Tesla Motors (TSLA)
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
Bridgewater
KKR & Co/ (KKR)
Greenlight Capital Re (GLRE)
From
Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers
UBER
Tags
Atkore (ATKR)
Amazon (AMZN)
Uber
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Evolution (EVO/ST EVVTY EVGGF)
Trade Note
W/R/ Berkley (WRB)
From
Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
Tags
W/R/ Berkley (WRB)
Trade Note
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
Tags
Digital Ocean (DOCN)
Schrodinger (SDGR)
Cloudflare (NET)
From
Stock Gumshoe
Announcing the 2024 Turkey of the Year
November 27, 2024
Tags
Wide Moat Research
Big Picture / Asset Allocation
Curzio AI
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags
Roku (ROKU)
Chubb (CB)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: What Now?
November 08, 2024
Tags
Vistra (VST)
Bank of America (BAC)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
Tags
Tesla Motors (TSLA)
Anavex Life Sciences (AVXL)
Advanced Micro Devices (AMD)
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
Artificial Intelligence (A/I/)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
Alphabet (GOOGL GOOG)
Vaulted
Friday File
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Sandstorm Gold (SAND SSL/TO)
Clarivate (CLVT)
Exor (EXO/AS EXXRF)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
Berkshire Hathaway (BRK/B)
Travelers (TRV)
Arch Capital (ACGL)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Bitcoin (BTC)
Berkshire Hathaway (BRK/B)
Qurate (QRTEA QRTEB)
From
Stock Gumshoe
What’s Going On with Palm Beach and MarketWise?
February 14, 2024
Tags
Brokers & Financial Advisors
Matt McCall
Palm Beach Venture
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
FuboTV (FUBO)
Nvidia (NVDA)
KLA/Tencor (KLAC)
From
Stock Gumshoe
Friday File: Fill up your Snifter
January 05, 2024
Tags
Friday File
Davide Campari/Milano (CPR/MI DVDCF DVCMY)
Suntory (2578/T STBFY STBFF)
From
Stock Gumshoe
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