David Stevenson's Adventurous Investor Newsletter

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Further reading: Assisted dying, revolting Dutch farmers and the role of sugar in boosting national productivity
A short collection of stories and links for this weekend. Apple's market cap now more than the Russell 2000. Plus the great army of unemployed young…
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David Stevenson
Monday Macro – it’s definitely choppy out there but the Vix is slumbering
A short note for the bank holiday weekend. Why at some stage UK 10 year bonds might be attractive. Plus, Big Government might meet its maker if rates…
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David Stevenson
Investment Ideas: All hail the chicken as the great innovation, Ackman buys into Google, and a brilliant tour de force analysis of our…
Further reading for the bank holiday weekend. It’ll take a long time for nickel supplies to ramp up, the BRICs are about to surpass the G7, and Japanese…
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David Stevenson
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Investment Ideas: Biotech opportunity
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Investment Ideas - In conversation on dividends and UK equities, performance update on ideas, a useful income funds list and time to buy…
 • David Stevenson, Zuzanna Karbarz, Mark Mahaffey, and HindeSight Letters
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Macro Monday - The Big Picture drivers
 • David Stevenson
Investment Ideas: Joachim Klement on investing basics, US gas stock, Plus500 and Literacy Capital
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Bank holiday Double issue: Macro and Investment Ideas
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Investment Ideas – a quick deep dive into Japanese equities
Is it really different this time for Japanese equities? We review the arguments! For the bulls, we also run through the indices, as well as the main…
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David Stevenson
Monday Macro: Is it AI or liquidity pushing the markets forward, critical materials look becalmed, and equity investing in a period of high…
A shorter big picture note this week. I’m still bearish overall though getting less so. That said I think its time to tamp down the buying as we head…
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David Stevenson
Further reading: China after Mao, Our aging skills base and curbing knife crime
Further reading for the weekend. A brilliant critique of our no growth economy, Berkshire Hathaway’s track record, 3i’s successful Action investment in…
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David Stevenson
Investment ideas – an AI Automation ten stock basket, buyback ETFs and Warner as the streaming winner
Buyback ETFs have consistently outpaced their benchmark peers but they’re almost totally ignored by investors. Plus why Warner is winning the streaming…
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David Stevenson
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Monday Macro: Turkey, core 12 month view, commercial real estate holds up, what next for natural gas markets
A quick note on the Turkish elections, plus why I think trickle up fiscal policy spells a decade of more redistribution, higher wealth taxes, and more…
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David Stevenson
Weekend reading: ETF growth slows, lab-grown fat, Druckenmiller interviewed, and ChatGPT’s bias
Further reading for the weekend: both good and bad news coming out of China. And in praise of Father Ted
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David Stevenson
Coronation Weekend Macro and Investment Ideas: Do buybacks work for funds, Earnings continue to surprise to the upside, de-dollarisation…
Listen now (26 min) | A detailed discussion with Shonil Chande from Liberum about investment trust buybacks: Do they work? Maybe…Plus which gold ETCs to…
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David Stevenson
David Stevenson's Adventurous Investor Newsletter
David Stevenson's Adventurous Investor Newsletter
Adventurous Investing for grown ups
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