David Stevenson's Adventurous Investor Newsletter

David Stevenson's Adventurous Investor Newsletter

Monday Macro – Another sell off, a busy week for macro, and some big reports from the big banks

Lots of macro updates on their way, trouble in Gilt's land and watching out for Nvidia later in the week

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David Stevenson
Nov 17, 2025
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Before we kick off with the usual weekly, what-to-expect run-through, I thought it might be worth reflecting on another volatile week for equity markets, especially in the US. I’ll highlight some of the more interesting metrics, starting with the VIX (a measure of US equity market turbulence), which was above 20 points the last time I checked. That’s a …

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