David Stevenson's Adventurous Investor Newsletter
Subscribe
Sign in
Home
Podcast
Archive
Leaderboard
About
Latest
Top
Discussions
Reading worth investing in : snail farming in London, a defence of neoliberalism, and Dutch financing for new homes
Weekend reading: Populism fast and slow plus some big advances in AI and robotics
12 hrs ago
•
David Stevenson
2
Investment Ideas: New retail bond, militarised SpaceTech and Biotech wakes up
LendInvest issues a new bond, Plus500 compounds, biotech has its day in the sun at long last, and Seraphim Space has further to go
Nov 5
•
David Stevenson
6
Monday Macro – monthly markets dashboard update (still positive despite stretched valuations)
Plus, a busy week for corporate reporting, as well as macro. The good news is that corporate earnings growth looks solid in the USA. In terms of bad…
Nov 3
•
David Stevenson
6
October 2025
Weekly Note – Observations from Japan
Some notes on my trip to Japan and why I am still overweight Japanese equities
Oct 30
•
David Stevenson
5
Weekend reading: A Deep Dive into Our Literacy Crisis
Something a bit different this week – are we turning into a screen-obsessed society where reading becomes a minority pursuit, plunging society into…
Oct 10
•
David Stevenson
1
Investment Ideas: Updates on Cordiant and Augmentum plus a new global equities ETF that ticks lots of boxes
Why the iShares new global equities tracker WEQW could be a great way of diversifying away from concentration risk and US tech leviathans. Plus gold…
Oct 8
•
David Stevenson
2
Monday macro – My new markets dashboard
Plus, we review the year so far as we head into the final quarter of 26
Oct 6
•
David Stevenson
6
1
Further reading: A (mostly positive vibes) Factoid special
Fewer reasons to be glum about the UK, the power crunch, too many exports to the Stans, some amazing Deutsche Bank long-term charts and bumper food…
Oct 3
•
David Stevenson
5
Investment Ideas – new ETFs worth researching
With a little bit of help from www.etfstream.com, I spin through the most interesting new ETF launches.
Oct 1
•
David Stevenson
4
1
September 2025
Monday Macro: The UK’s inflation problem
Plus, what might happen in the budget (get those pension contributions in now)
Sep 29
•
David Stevenson
6
Reading worth investing in: why wealth taxes are a nonstarter, SIPP platforms rated, and why we could have a cold, cashless winter
Links for the weekend: Plus a deep dive into Ai, its crazy impact on power usage stateside and why it could all be a big bubble. Oh and Howard Marks on…
Sep 27
•
David Stevenson
6
2
Investment Ideas: My take on VCTs for the long term
VCTs can be highly tax-efficient, but many funds fail to deliver. The key, in my view, is to back experienced managers with a track record on returns…
Sep 24
•
David Stevenson
4
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
