David Stevenson's Adventurous Investor Newsletter

Home
Podcast
Archive
Leaderboard
About
Investment Ideas: Quick Fire notes on psychedelics and Compass, on Axon, on CARE and on a possible long-term compounder in the US equities…
A gaggle of updates on previous ideas plus an interesting US fintech firm
 • 
David Stevenson
Monday Macro: five questions worth asking with big macro implications
On meltups, China, spare cash and optimism about the UK economy
 • 
David Stevenson
Stories worth investing in: energy-hungry Ai, measuring inflation, and what caused the 1929 stock market crash
Links for weekend reading: a petition supporting local energy prices, open plan offices and bad moods, and H5N1 on the loose
 • 
David Stevenson
Investment Ideas: Japanese benchmarks and funds
A closer look at Japanese equities funds: ETFs vs Investment Trusts. Currency-hedged funds stand out for me as does Nippon Active Value Fund
 • 
David Stevenson
1
Monday Macro - Focus on Japan
Digging deeper into the second most important equity market globally and why it’s still good value. I'm still overweight Japanese equities in my asset…
 • 
David Stevenson
Links worth investing in: real rates keep going lower, explaining gold’s long bull run and Bidens foreign policy legacy
Weekend reading – War in the age of AI, unprofitable small caps, investment trusts fading in popularity, and reconnecting the Democrats with working…
 • 
David Stevenson
2
Investment Ideas: quick fire ETF ideas including new one size fits all fund (a great core idea)
Plus, Wealth Club launches its new Private Markets platform. And Klarna goes for an IPO
 • 
David Stevenson
Monday Macro – the equity bulls charge ahead
A quick spin through the numbers from the last week reveals some really big winners and losers. Plus, why I think the odds of austerity and a quick…
 • 
David Stevenson
Links – US elections (not too much), the Exponential US revolution, obesity updates, and Scottish Mortgage
Further reading for the weekend, worth investing in – European power prices falling again, peak beef and some observations on US election turnout. Plus…
 • 
David Stevenson
Investment Ideas – a deep dive into US equity indices
Regardless of the US election result, it’s important to understand the subtle yet important distinctions between the well-known indices we see talked…
 • 
David Stevenson
Monday Macro – October in the rearview mirror and a UK budget postmortem
Plus what to watch out for stateside in the election. And a fairly dismal October in the markets, with the French and Mexicans in the rear and South…
 • 
David Stevenson
Links : Budget reflections, Ageing societies, and the real cost of Chernobyl
Further reading worth investing in for this weekend - hedge funds on a roll, Tasmanian devils, Musk warns of austerity threatening the Trump Trade
 • 
David Stevenson
© 2024 David Stevenson
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great culture