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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
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Friday File
Pershing Square Holdings (PSH/L PSHZF)
Elemental Royalty (ELE)
From
Stock Gumshoe
Friday File: Heavy Stuff, Oil, Toast, and Growth…
May 08, 2026
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Berkshire Hathaway (BRK/B)
Howard Hughes Holdings (HHH)
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Alphabet Wins! Now What?
May 01, 2026
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Viper Energy (VNOM)
Pershing Square Holdings (PSH/L PSHZF)
Pershing Square (PS)
From
Stock Gumshoe
Friday File: Looking back at NVIDIA
August 22, 2025
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Microsoft (MSFT)
Cisco (CSCO)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
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International General Insurance Holdings (IGIC)
Constellation Energy (CEG)
Friday File
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
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Burford Capital (BUR)
YPF (YPF)
WPP Group (WPPGY)
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
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Sky Harbour (SKYH)
Evolution (EVO/ST EVVTY EVGGF)
Roku (ROKU)
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
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JPMorgan Equity Premium Income ETF (JEPI)
Lundin Mining (LUN/TO LUNMF)
Wheaton Precious Metals (WPM)
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
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Royal Gold (RGLD)
Vistra (VST)
Gold/Precious Metals & Mining
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
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Pershing Square Holdings (PSH/L PSHZF)
Chipotle Mexican Grill (CMG)
Nike (NKE)
From
Stock Gumshoe
Thank You, Mr. Buffett
May 05, 2025
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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
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Friday File
W/R/ Berkley (WRB)
Kinsale Capital (KNSL)
From
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Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
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Keysight (KEYS)
Markel (MKL)
SSR Mining (SSRM)
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
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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
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Options or Futures
Exor (EXO/AS EXXRF)
Eagle Energy Metals
From
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Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
Tesla Motors (TSLA)
gold
ALPS Alerian MLP (AMLP)
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
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QXO (QXO)
Gold/Precious Metals & Mining
Stocks
From
Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers
UBER
Tags
Big Picture / Asset Allocation
Pershing Square Holdings (PSH/AS PSHZF)
American Financial Group (AFG)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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Daily Journal (DJCO)
Nvidia (NVDA)
Foreign Investments
From
Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
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Travelers (TRV)
Brookfield Corp (BN)
Trade Note
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
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Digital Ocean (DOCN)
WIngstop (WING)
Schrodinger (SDGR)
From
Stock Gumshoe
Announcing the 2024 Turkey of the Year
November 27, 2024
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Adam O'Dell
Nick Hodge
Stansberry Research
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
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Nvidia (NVDA)
Trade Note
Brown & Brown (BRO)
From
Stock Gumshoe
Friday File: What Now?
November 08, 2024
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Intel (INTC)
Brookfield Asset Management (BAM)
Par Technology (PAR)
From
Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
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Netflix (NFLX)
The Trade Desk (TTD)
Enphase Energy (ENPH)
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
Sandstorm Gold (SAND SSL/TO)
options
American Tower (AMT)
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Novo Nordisk (NVO)
John Maynard Keynes
Ferrari (RACE)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
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Alphabet (GOOGL GOOG)
Chubb (CB)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Qurate Preferreds (QRTEP)
Par Technology (PAR)
Ethereum (ETH)
From
Stock Gumshoe
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