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Latest News about Big Picture / Asset Allocation
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Friday File: Looking back at NVIDIA
August 22, 2025
Tags
Apple (AAPL)
Technology
Oklo (OKLO)
From
Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags
Wheaton Precious Metals (WPM)
Constellation Energy (CEG)
Viper Energy Partners (VNOM)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
Gold/Precious Metals & Mining
YPF (YPF)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
Roku (ROKU)
Friday File
Boston Omaha (BOC)
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags
Gold/Precious Metals & Mining
Global X Nasdaq Covered Call ETF (QYLD)
Diageo (DEO)
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
Triple Flag Precious Metals (TFPM/TO)
Oklo (OKLO)
American Financial Group (AFG)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Royal Gold (RGLD)
Big Picture / Asset Allocation
Uber
From
Stock Gumshoe
Thank You, Mr. Buffett
May 05, 2025
Tags
Markel (MKL)
Big Picture / Asset Allocation
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
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Kinsale Capital (KNSL)
Friday File
Chubb (CB)
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
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Exor (EXO/AS EXXRF)
Remy Cointreau (RCO/PA REMYY REMYF)
ALPS Alerian MLP (AMLP)
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
American Financial Group (AFG)
Royal Gold (RGLD)
International General Insurance Holdings (IGIC)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
Big Picture / Asset Allocation
Rigetti Computing (RGTI)
Iveco (IVG/MI IVCGF)
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
The Trade Desk (TTD)
iShares iBonds 1/5 Year High Yield and Income Ladder ETF (LDRH)
QXO (QXO)
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
iShares 1/5 Year TIPS Ladder ETF (LDRI)
Bill Ackman
Royal Gold (RGLD)
From
Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers
UBER
Tags
American Financial Group (AFG)
Alphabet (GOOGL GOOG)
Friday File
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Oklo (OKLO)
Amazon (AMZN)
Trade Note
From
Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
Tags
ETFs or Mutual Funds
Oklo (OKLO)
Vistra (VST)
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
Tags
Unity Software (U)
Schrodinger (SDGR)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Announcing the 2024 Turkey of the Year
November 27, 2024
Tags
Nick Hodge's Foundational Profits
Nick Hodge
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags
Keysight (KEYS)
Dream Finders Homes (DFH)
Trade Note
From
Stock Gumshoe
Friday File: What Now?
November 08, 2024
Tags
Big Picture / Asset Allocation
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
Africa Oil (AOI/TO AOIFF)
Big Picture / Asset Allocation
Stocks
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/)
Technology
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
Sandstorm Gold (SAND SSL/TO)
$100K Lock Box
Power REIT (PW)
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Nvidia (NVDA)
Sandstorm Gold (SAND SSL/TO)
Reddit (RDDT)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
options
Brookfield Asset Management (BAM)
American Financial Group (AFG)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Berkshire Hathaway (BRK/B)
Qurate Preferreds (QRTEP)
Friday File
From
Stock Gumshoe
What’s Going On with Palm Beach and MarketWise?
February 14, 2024
Tags
Matt McCall
Palm Beach Venture
Chris Weber
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
Mitek Systems (MITK)
1/800/Flowers/com (FLWS)
Mobileye
From
Stock Gumshoe
Friday File: Fill up your Snifter
January 05, 2024
Tags
Sandstorm Gold (SAND SSL/TO)
Diageo (DEO)
Medical Properties Trust (MPW)
From
Stock Gumshoe
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