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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
Elemental Royalty (ELE)
Friday File
Pershing Square Holdings (PSH/L PSHZF)
From
Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
May 08, 2026
Tags
BWX Technologies (BWXT)
Rayonier (RYN)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Alphabet Wins! Now What?
May 01, 2026
Tags
Domino's Pizza (DPZ)
Wingstop (WING)
OpenAI
From
Stock Gumshoe
Friday File: Looking back at NVIDIA
August 22, 2025
Tags
Keysight (KEYS)
Tencent (0700/HK TXTZF TCEHY)
NuScale Power (SMR)
From
Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags
Berkshire Hathaway (BRK/B)
Burford Capital (BUR)
Chubb (CB)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
Northern Star Resources (NST/AX NESRF)
Big Picture / Asset Allocation
Triple Flag Precious Metals (TFPM/TO)
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
Friday File
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)
Friday File
W/R/ Berkley (WRB)
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
Royal Gold (RGLD)
Vistra (VST)
Gold/Precious Metals & Mining
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Brookfield Corp (BN)
Uber
Equinox Gold (EQX/V EQXFF)
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
QXO (QXO)
Trade Note
Chubb (CB)
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
Big Picture / Asset Allocation
International General Insurance Holdings (IGIC)
Pernod Ricard (RI/PA PRNDY PDRDF)
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
Great Eagle Gold (GEGC/CX GEGCF)
Royal Gold (RGLD)
Franco/Nevada (FNV)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
Stocks
Nvidia (NVDA)
Danny Moses
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
Income Investing
iShares iBonds 1/5 Year Treasury Ladder ETF (LDRT)
Acacia Research (ACTG)
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
Bill Ackman
Big Picture / Asset Allocation
Greenlight Capital Re (GLRE)
From
Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers
UBER
Tags
Alphabet (GOOGL GOOG)
Amazon (AMZN)
Markel (MKL)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Oklo (OKLO)
Friday File
Sabine Royalty Trust (SBR)
From
Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
Tags
NuScale Power (SMR)
Vistra (VST)
Chubb (CB)
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
Tags
Big Picture / Asset Allocation
$100K Lock Box
GameStop (GME)
From
Stock Gumshoe
Announcing the 2024 Turkey of the Year
November 27, 2024
Tags
James Altucher
Paradigm Mastermind Group
Curzio Research
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags
Atkore (ATKR)
Dream Finders Homes (DFH)
Toast (TOST)
From
Stock Gumshoe
Friday File: What Now?
November 08, 2024
Tags
Talen Energy (TLN)
BWX Technologies (BWXT)
Constellation Energy (CEG)
From
Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
Tags
Anavex Life Sciences (AVXL)
Enphase Energy (ENPH)
The Trade Desk (TTD)
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
Trade Note
Exor (EXO/AS EXXRF)
Income Investing
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Stellantis (STLA)
Royal Philips (PHG)
Kering (KER/PA PPRUY PPRUF)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
Big Picture / Asset Allocation
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
Toast (TOST)
Africa Oil (AOI/TO AOIFF)
Stansberry's Investment Advisory
From
Stock Gumshoe
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