David Stevenson's Adventurous Investor Newsletter

David Stevenson's Adventurous Investor Newsletter

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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?
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David Stevenson
7
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…
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David Stevenson
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
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David Stevenson

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…
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David Stevenson
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…
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David Stevenson
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
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David Stevenson
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…
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David Stevenson
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
1
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

June 2025

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