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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
Nvidia (NVDA)
Meta Platforms (META)
Tencent (0700/HK TXTZF TCEHY)
From
Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags
Income Investing
Atlas Energy (ATLE/V CANSD)
Coinbase (COIN)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
Nvidia (NVDA)
Vox Royalty (VOXR)
Friday File
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
Burford Capital (BUR)
QXO (QXO)
Friday File
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags
Heritage Insurance (HRTG)
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
QXO (QXO)
Centrus Energy (LEU)
Africa Oil (AOI/TO AOIFF)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Hilton (HLT)
Nike (NKE)
Amazon (AMZN)
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
Orogen (OGN/V OGNRF)
Big Picture / Asset Allocation
Markel (MKL)
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
Friday File
Hershey (HSY)
Remy Cointreau (RCO/PA REMYY REMYF)
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
Hedging
QXO (QXO)
Kinsale Capital (KNSL)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
Rigetti Computing (RGTI)
IonQ (IONQ)
D/Wave Quantum (QBTS)
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
iShares iBonds 1/5 Year Corporate Ladder ETF (LDRC)
SSR Mining (SSRM)
ALPS Alerian MLP (AMLP)
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
Builders FirstSource (BLDR)
BWX Technologies (BWXT)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers
UBER
Tags
W/R/ Berkley (WRB)
Uber
Friday File
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Big Picture / Asset Allocation
Amazon (AMZN)
NuScale Power (SMR)
From
Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
Tags
ALPS Alerian MLP (AMLP)
Chubb (CB)
Intuitive Surgical (ISRG)
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
Tags
Unity Software (U)
Dream Finders Homes (DFH)
Goosehead Insurance (GSHD)
From
Stock Gumshoe
Announcing the 2024 Turkey of the Year
November 27, 2024
Tags
Albemarle (ALB)
Critical Elements Corporation (CRE/V CRECF)
James Altucher
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags
Roku (ROKU)
Penguin Solutions (PENG) (was SMART Global)
Royal Gold (RGLD)
From
Stock Gumshoe
Friday File: What Now?
November 08, 2024
Tags
Constellation Energy (CEG)
Big Picture / Asset Allocation
Vistra (VST)
From
Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
Tags
The Trade Desk (TTD)
Repligen (RGEN)
Nvidia (NVDA)
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
$100K Lock Box
Friday File
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Hermes (RMS/PA HESAY)
John Maynard Keynes
Wheaton Precious Metals (WPM)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
Jéronimo Martins (JRONY JRONF)
Nvidia (NVDA)
Hershey (HSY)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
cryptocurrencies
Africa Oil (AOI/TO AOIFF)
Stansberry's Investment Advisory
From
Stock Gumshoe
What’s Going On with Palm Beach and MarketWise?
February 14, 2024
Tags
Tom Dyson
Brokers & Financial Advisors
Kris Sayce
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
Recursion Pharmaceuticals (RXRX)
Verses AI (VERS/NEO VRSSF)
Lam Research (LRCX)
From
Stock Gumshoe
Friday File: Fill up your Snifter
January 05, 2024
Tags
Pernot Ricard (RI/PA PRNDY)
Remy Cointreau (RCO/PA REMYY REMYF)
Davide Campari/Milano (CPR/MI DVDCF DVCMY)
From
Stock Gumshoe
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