David Stevenson's Adventurous Investor Newsletter | Substack

Investment Ideas: Joachim Klement on investing basics, US gas stock, Plus500 and Literacy Capital Listen now (30 min) | A "must" listen interview with strategist and economist Joachim Klement. A primer on basic investing as we discuss some basic principles of portfolio management

David Stevenson

Mar 15

I’d dearly like to avoid talking about SVB but I’m afraid I have no choice, if only because what happened speaks to my discussion about interest rates last week.

David Stevenson

Mar 13

The ESG investing debate plus weekend reading on Morlocks, China, hitting Mexico hard, crime and war Listen now (39 min) | The second part of my discussion with Joachim Klement from Liberum on the vices and virtues of ESG investing. Plus lots of weekend reading on SJP, crime, and the New Humans

David Stevenson

Mar 17

Still struggling to find anything which makes me smile (!?!) but this week I do share some excellent new books and two podcasts.

David Stevenson

Mar 10

Another shorter set of ideas – markets are still looking toppy to me. Beyond that I look at the various fund options to buy into the semiconductor…

Mar 8

Thinking through the investing scenarios if interest rates stay high for longer – what’s your view? Please do vote in my poll on likely scenarios!

Mar 6

A weighty report on Fintech, why rewilding has massive practical challenges, and the Arab world embraces the Great Replacement Theory

Mar 3

Given that I am still fairly bearish I don’t have lots of new ideas this week, but I do have some notes on existing themes plus a new zero dividend…

Mar 1

The Credit Suisse Global Investment Returns Yearbook is back plus why we need to increase spending on Ukraine by a substantial quantum

Feb 27

Plus attack of the kilelr Nimbys, the China pivot and deadly AI

Feb 24

Investment ideas: Vietnam, healthcare and Chrysalis Listen now (32 min) | Adventurous in Conversation catches up with Craig Martin on Vietnam. Plus a new addition to my Alt Funds trading list and calling…

Feb 22

Maybe my take on US corporate earnings is too cynical. Markets looks average in terms of valuation if we assume only a slowdown

Feb 20

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