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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
Keysight (KEYS)
Alphabet (GOOGL GOOG)
Cisco (CSCO)
From
Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags
Kinsale Capital (KNSL)
Atlas Energy (ATLE/V CANSD)
Income Investing
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
GSR III Acquisition (GSRT // SPAC to become Terra Innovatum (NKLR))
Northern Star Resources (NST/AX NESRF)
PepsiCo (PEP)
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
Roku (ROKU)
Evolution (EVO/ST EVVTY EVGGF)
Sky Harbour (SKYH)
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
Energy
Vistra (VST)
Constellation Energy (CEG)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Howard Hughes Holdings (HHH)
Friday File
Vox Royalty (VOXR)
From
Stock Gumshoe
Thank You, Mr. Buffett
May 05, 2025
Tags
Big Picture / Asset Allocation
Berkshire Hathaway (BRK/B)
Markel (MKL)
From
Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
Tags
Kinsale Capital (KNSL)
QXO (QXO)
Trade Note
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
Exor (EXO/AS EXXRF)
Markel (MKL)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
Metalla Royalty & Streaming (MTA/V MTAFF)
Vox Royalty (VOXR)
ProShares UltraPro QQQ (TQQQ)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
Danny Moses
ProShares Short S&P 500 ETF (SH)
Equifund
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
gold
ALPS Alerian MLP (AMLP)
SSR Mining (SSRM)
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
Bill Ackman
QXO (QXO)
Beacon Roofing (BECN)
From
Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers
UBER
Tags
W/R/ Berkley (WRB)
Uber
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Permian Basin Royalty Trust (PBT)
Friday File
Daily Journal (DJCO)
From
Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
Tags
Brookfield Corp (BN)
W/R/ Berkley (WRB)
Friday File
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
Tags
PubMatic (PUBM)
Domino's Pizza (DPZ)
Big Picture / Asset Allocation
From
Stock Gumshoe
Announcing the 2024 Turkey of the Year
November 27, 2024
Tags
Dave Lashmet
Kopin (KOPN)
Money & Markets
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags
Big Picture / Asset Allocation
Penguin Solutions (PENG) (was SMART Global)
Roku (ROKU)
From
Stock Gumshoe
Friday File: What Now?
November 08, 2024
Tags
DigitalBridge (DBRG)
Vistra (VST)
Constellation Energy (CEG)
From
Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
Tags
Anavex Life Sciences (AVXL)
Enphase Energy (ENPH)
Domino's Pizza (DPZ)
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
Artificial Intelligence (A/I/)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
$100K Lock Box
Friday File
Microsoft (MSFT)
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Stellantis (STLA)
Trade Note
gold
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
Trade Note
Stocks
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Par Technology (PAR)
Ethereum (ETH)
Big Picture / Asset Allocation
From
Stock Gumshoe
What’s Going On with Palm Beach and MarketWise?
February 14, 2024
Tags
Chris Weber
Teeka Tiwari
Rogue Economics
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
Docebo (DCBO)
Thinkific Labs (THNC/TO THNCF))
Synopsys (SNPS)
From
Stock Gumshoe
Friday File: Fill up your Snifter
January 05, 2024
Tags
Suntory (2578/T STBFY STBFF)
Sandstorm Gold (SAND SSL/TO)
Diageo (DEO)
From
Stock Gumshoe
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