David Stevenson's Adventurous Investor Newsletter

David Stevenson's Adventurous Investor Newsletter

Share this post

David Stevenson's Adventurous Investor Newsletter
David Stevenson's Adventurous Investor Newsletter
Further reading: Global liquidity peaks, we’ll need to save more for retirement, culturally conservative Asian societies, Rogue billionaires with nukes, and Ark’s big ideas for 24

Further reading: Global liquidity peaks, we’ll need to save more for retirement, culturally conservative Asian societies, Rogue billionaires with nukes, and Ark’s big ideas for 24

Plus the US college professor who got 23 right is optimistic for 24, anarchists in Queens, and why life cycle retirement strategies might be wrong

David Stevenson's avatar
David Stevenson
Feb 09, 2024
∙ Paid
4

Share this post

David Stevenson's Adventurous Investor Newsletter
David Stevenson's Adventurous Investor Newsletter
Further reading: Global liquidity peaks, we’ll need to save more for retirement, culturally conservative Asian societies, Rogue billionaires with nukes, and Ark’s big ideas for 24
Share

Factoids

1.       Global Liquidity is peaking: According to Cross Border Research, their latest weekly measures derived from Central Bank balance sheet data show global liquidity growth expanding at a strong 14% 3m annualized clip. In nominal terms, global liquidity has hit a record US$ 171.3 trillion. In context, the 2023 average was US$166.6tr, and the…

Keep reading with a 7-day free trial

Subscribe to David Stevenson's Adventurous Investor Newsletter to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 David Stevenson
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share