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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
Technology
NuScale Power (SMR)
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags
Big Picture / Asset Allocation
Constellation Energy (CEG)
Vistra (VST)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
Sandstorm Gold (SAND SSL/TO)
Gold/Precious Metals & Mining
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
Big Picture / Asset Allocation
Oklo (OKLO)
Boston Omaha (BOC)
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags
Diageo (DEO)
Global X Nasdaq Covered Call ETF (QYLD)
Heritage Insurance (HRTG)
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
The Metals Company (TMC)
Gold/Precious Metals & Mining
NuScale Power (SMR)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
BWX Technologies (BWXT)
Pershing Square Holdings (PSH/L PSHZF)
Oklo (OKLO)
From
Stock Gumshoe
Thank You, Mr. Buffett
May 05, 2025
Tags
Markel (MKL)
Berkshire Hathaway (BRK/B)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
Tags
Triple Flag Precious Metals (TFPM/TO)
Markel (MKL)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
Sandstorm Gold (SAND SSL/TO)
Big Picture / Asset Allocation
Markel (MKL)
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
American Financial Group (AFG)
Goosehead Insurance (GSHD)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
ETFs or Mutual Funds
Meb Faber
Equifund
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
Vox Royalty (VOXR)
Nvidia (NVDA)
Friday File
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
Royal Gold (RGLD)
Gold/Precious Metals & Mining
Huntington Ingalls Industries (HII)
From
Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers
UBER
Tags
Markel (MKL)
Atkore (ATKR)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
NuScale Power (SMR)
Technology
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
Tags
Oklo (OKLO)
BWX Technologies (BWXT)
Trade Note
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
Tags
Digital Ocean (DOCN)
Stocks
Kinsale Capital (KNSL)
From
Stock Gumshoe
Announcing the 2024 Turkey of the Year
November 27, 2024
Tags
Intellia Therapeutics (NTLA)
UIPath (PATH)
Celsius Holdings (CELH)
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags
Penguin Solutions (PENG) (was SMART Global)
Roku (ROKU)
Royal Gold (RGLD)
From
Stock Gumshoe
Friday File: What Now?
November 08, 2024
Tags
Apple (AAPL)
Stocks
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
Big Picture / Asset Allocation
Netflix (NFLX)
Tesla Motors (TSLA)
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
Artificial Intelligence (A/I/)
Big Picture / Asset Allocation
Technology
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
Reddit (RDDT)
Structure Therapeutics (GPCR)
Options or Futures
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
Diageo (DEO)
Pernod Ricard (RI/PA PRNDY PDRDF)
Chapters Group (CHG/DE)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Berkshire Hathaway (BRK/B)
Black Stone Minerals (BSM)
Qurate Preferreds (QRTEP)
From
Stock Gumshoe
What’s Going On with Palm Beach and MarketWise?
February 14, 2024
Tags
Legacy Research Group
Palm Beach Letter
Nomi Prins
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
Advanced Micro Devices (AMD)
ASML (ASML)
ARM Holdings (ARMH)
From
Stock Gumshoe
Friday File: Fill up your Snifter
January 05, 2024
Tags
Brown/Forman (BFB BFA)
Medical Properties Trust (MPW)
Pernot Ricard (RI/PA PRNDY)
From
Stock Gumshoe
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