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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
Trade Note
PIMCO 25+ Year Zero Coupon US Treasury Index ETF (ZROZ)
CSX Corp (CSX)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
Vox Royalty (VOXR)
Dakota Gold (DC)
Royal Gold (RGLD)
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
Big Picture / Asset Allocation
Evolution (EVO/ST EVVTY EVGGF)
Boston Omaha (BOC)
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags
JPMorgan Equity Premium Income ETF (JEPI)
NatGold
Wheaton Precious Metals (WPM)
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
Options or Futures
Vox Royalty (VOXR)
Triple Flag Precious Metals (TFPM/TO)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Big Picture / Asset Allocation
Michael Cembalest
Nvidia (NVDA)
From
Stock Gumshoe
Thank You, Mr. Buffett
May 05, 2025
Tags
Big Picture / Asset Allocation
Markel (MKL)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
Tags
Intuitive Surgical (ISRG)
Triple Flag Precious Metals (TFPM/TO)
Markel (MKL)
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
Berkshire Hathaway (BRK/B)
Remy Cointreau (RCO/PA REMYY REMYF)
Markel (MKL)
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
Sandstorm Gold (SAND SSL/TO)
Sky Harbour (SKYH)
Northern Dynasty Minerals (NAK NDM/TO)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
D/Wave Quantum (QBTS)
Exor (EXO/AS EXXRF)
Iveco (IVG/MI IVCGF)
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
ETFs or Mutual Funds
SSR Mining (SSRM)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
Builders FirstSource (BLDR)
BWX Technologies (BWXT)
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers
UBER
Tags
Uber
Markel (MKL)
Amazon (AMZN)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Friday File
Sabine Royalty Trust (SBR)
Cisco (CSCO)
From
Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
Tags
ALPS Alerian MLP (AMLP)
BWX Technologies (BWXT)
ETFs or Mutual Funds
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
Motley Fool Market Pass
Albemarle (ALB)
Paradigm Mastermind Group
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags
Toast (TOST)
Penguin Solutions (PENG) (was SMART Global)
Brown & Brown (BRO)
From
Stock Gumshoe
Friday File: What Now?
November 08, 2024
Tags
Intel (INTC)
DigitalBridge (DBRG)
Toast (TOST)
From
Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
Tags
Enphase Energy (ENPH)
Friday File
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
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
Royal Gold (RGLD)
Income Investing
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Acacia Research (ACTG)
Structure Therapeutics (GPCR)
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
Alphabet (GOOGL GOOG)
Pernod Ricard (RI/PA PRNDY PDRDF)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Friday File
Dorchester Minerals (DMLP)
Textron (TXT)
From
Stock Gumshoe
What’s Going On with Palm Beach and MarketWise?
February 14, 2024
Tags
Legacy Research Group
Palm Beach Letter
Colin Tedards
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
Amazon (AMZN)
Braze (BRZE)
PayPal (PYPL)
From
Stock Gumshoe
Friday File: Fill up your Snifter
January 05, 2024
Tags
Pernot Ricard (RI/PA PRNDY)
Sandstorm Gold (SAND SSL/TO)
Brown/Forman (BFB BFA)
From
Stock Gumshoe
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