David Stevenson's Adventurous Investor Newsletter

David Stevenson's Adventurous Investor Newsletter

Home
Podcast
Archive
Leaderboard
About
Investment Ideas: Biotech opportunity
I was planning to update my model portfolios, but I think there’s a more immediate opportunity in biotech. Featuring a long interview with Andrew Craig…
 • 
David Stevenson
3
Time to dig out those tin hats
A few reflections on what’s happening
 • 
David Stevenson
Monday Macro: the rear view mirror, what worked in 2023...and what didn't
A spin through the key takeaways from bullish markets in 2023. Plus a crib sheet for key political (and economic) events in 2024. My big message - stay…
 • 
David Stevenson
Stories worth investing in: Demographic collapse, Bird flu, Billionaires and next gen obesity drugs
Further reading for the weekend: plus trade surpluses, Elon Musk’s spat, the singleton generation and Return to Office speeds up
 • 
David Stevenson
Monday Macro: elevated market volatility points to a profound regime shift
Trying to make sense of the "chaos"
 • 
David Stevenson
Monday Macro: Thoughts on the next 15 months, the 7 European wonders and a UK economic snapshot
Back to normal programming after the Easter break. Watch the (expectations) gap(s) over the next 15 months. Plus voters really, really dislike inflation…
 • 
David Stevenson
Weekly note: Am I bonkers to sell US equities so aggressively, and an attractively priced retail charity bond
Plus, possible trouble in China and an excellent piece on understanding market volatility.
 • 
David Stevenson
2
Monday Macro: Watching Japan and why it matters to all of us
Tremors coming out of Japan might make a massive difference to the global economy
 • 
David Stevenson
2
Further tin hat observations: why worse may be to come
Despite the 90-day tariff reprieve, I’d bet on more volatility. Plus some interesting historical data on bull and bear markets
 • 
David Stevenson
Monday Macro – Pulling together some big-picture thoughts
How three big structural trends might impact your investments
 • 
David Stevenson
Investment Ideas – Mid to small cap digital plays loved by elite managers and The Next Billion as an ETF portfolio
Two investment concepts – mid to small cap tech stars beloved by elite managers plus a collection of ETFs tracking growth in the next billion people of…
 • 
David Stevenson
1
Macro Monday - The Big Picture drivers
On tectonic forces and investment climates - moving beyond the noise of week by week markets. Plus, earnings keep declining.....
 • 
David Stevenson
© 2025 David Stevenson
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture