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
Links for the weekend: Radical Hindu feminists, Chinese refugees to the US, rubbish VCs and why dollar hegemony isn’t over yet

Links for the weekend: Radical Hindu feminists, Chinese refugees to the US, rubbish VCs and why dollar hegemony isn’t over yet

Its Friday, so some more further reading suggestions – leveraged finance cycle closing in on the trough, beautiful smart people, the bull case for uranium and a new carbon tracker launches

David Stevenson's avatar
David Stevenson
Apr 21, 2023
∙ Paid
1

Share this post

David Stevenson's Adventurous Investor Newsletter
David Stevenson's Adventurous Investor Newsletter
Links for the weekend: Radical Hindu feminists, Chinese refugees to the US, rubbish VCs and why dollar hegemony isn’t over yet
Share

Factoids

Credit cycle bottoming out? The latest LCD Leveraged Finance investor survey shows that 71% of investors consider that the US loan index has “hit its lows of the credit cycle”, an increase from 29% who believed this at the end of 2022. The investors surveyed expected the default rate over the next 12 months to reach 2.5%-3.0%, a slight increase …

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