David Stevenson's Adventurous Investor Newsletter

David Stevenson's Adventurous Investor Newsletter

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Monday Macro : H1 review plus some mid year crystal ball gazing
We spin through some of the midyear prognosticating by the big institutions. By and large they are, surprise, surprise, cautiously optimistic! AI is…
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David Stevenson
Links worth investing in: Stable coins, geothermal energy and top performing investment trusts in H1 25
Further reading for the weekend, including some AI follow ups and some worrying factoids on the UK
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David Stevenson
Investment Ideas: a half-year update on the buy list
I spin through the buy list as well as top line asset allocation to check on progress (or otherwise)
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David Stevenson
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Investment Ideas: Biotech opportunity
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Time to dig out those tin hats
 • David Stevenson
Monday Macro: the rear view mirror, what worked in 2023...and what didn't
 • David Stevenson
Stories worth investing in: Demographic collapse, Bird flu, Billionaires and next gen obesity drugs
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Further reading – an AI Special
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Monday Macro: elevated market volatility points to a profound regime shift
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Monday Macro – US equities: I was wrong so far
Thinking through the recent US bull rally in equities
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David Stevenson
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Weekly note : US exceptionalism comes in many different flavours, updates on core buy list funds and Space tech and defence
Digging a little deeper into the links between space tech, and defence spending
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David Stevenson
2
Further reading – an AI Special
A round up of excellent papers on the AI revolution sweeping across the markets
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David Stevenson
3
Investment Ideas – the charms of CCDS
A new issue of hybrid securities that pay a dividend is potentially on the horizon and merits closer examination
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David Stevenson
Monday Macro – a slightly more optimistic take on the UK economy
Digging around inside the macroeconomic forecasts
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David Stevenson
Weekly note: Am I bonkers to sell US equities so aggressively, and an attractively priced retail charity bond
Plus, possible trouble in China and an excellent piece on understanding market volatility.
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David Stevenson
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Links: Feedback on your investment platform, Chile & Poland as investment destinations, plus an amazing boat & against life extension
Help me help you – I’m trying to build a resource of investment platforms and what you think of them. Plus a spin through a Chilean equity and a Poland…
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David Stevenson
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David Stevenson's Adventurous Investor Newsletter
David Stevenson's Adventurous Investor Newsletter
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David Stevenson's Adventurous Investor Newsletter

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