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Further reading: It really was terrible in the Middle Ages for servants, endless pump priming and why long-term government rates are higher
Plus the best platforms for fund investors and robot taxis coming to a city near you very soon
Sep 13
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David Stevenson
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Investment Ideas – a deep dive into defensive global equity indices
What’s the best index and ETF idea for more defensive, income investors? Comparing the FTSE RAFI All World 3000, the Morningstar Developed Markets Large…
Sep 10
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David Stevenson
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1
Monday Macro: Thinking through why I got the US market wrong
In the US, observers like me were too bearish and failed to spot the signals
Sep 8
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David Stevenson
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5
Weekly Letter: the major Investment Platforms rated, update on Harworth and an excellent new book on China.
Plus, the bulls are on the rampage in August, UK equities underperform again and nuking Alaska (by its own government). And more on geothermal in the…
Sep 1
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David Stevenson
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August 2025
Weekly Letter: Gilts worth digging into, some good news on the UK economy
Plus, a deep dive into the robotics and AI space. Is the bubble slowly deflating?
Aug 26
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David Stevenson
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Weekly Letter: The Bulls are loose, and don’t worry about geopolitics
Plus, LendInvest as a bid target in 2026, and a super AI bet, Manchester and London Investment Trust. Also, keep a beady on the SOX semi index. Oh, and…
Aug 13
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David Stevenson
7
Weekly Letter: No US recession yet, updates on AI, Chrysalis IT
Plus, a podcast interview that might be worth a listen if you have time. And why that US firing really, really matters. Oh and $4000 for gold
Aug 7
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David Stevenson
5
July 2025
Weekly Letter: CCDS issue opens, mid-year check-in, the AI capex boom and the utility sector
Plus some further reading: how badly impacted were the Iranians, and why the Ecofin investment trust might be a big beneficiary of the electrification…
Jul 25
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David Stevenson
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Reading worth investing in: Japan’s trilemma, China Big Tech goes all in on AI and why a wealth tax is no quick fix
Links for the weekend: investment trust discounts narrow, the kids get AI, all global cities rated with Geneva tops for post-tax and rent salary, and…
Jul 19
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David Stevenson
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Links worth investing in: Cash ISAs RIP, small caps, King John and the bureaucratic state, and the next financial crisis (data centres vs…
Weekend reading: I ponder the entangled mess of Cash ISAs, the failing London market and the UK’s dreary, grim reputation
Jul 12
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David Stevenson
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Investment Ideas: watch list update
A quick update on the Watch list stocks, as a follow up from last week’s Buy list update. Three stocks move onto the buy list, there’s one sell and an…
Jul 9
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David Stevenson
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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…
Jul 7
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David Stevenson
2
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