Monday Macro plus Investment Ideas
Why a dry summer could spell trouble for European hydro power, our fourth bounce back, plus investment wides for this week focusing on VCs and Augmentum
We’re still on slightly reduced output at the moment. My Friday links will be back on Friday but today I’m running both my Monday Macro and my mid week Investment ideas.
Bouncebacks
Markets seem a little bit steadier as I write this and by my calculations, we are now in our fourth bounce back since the start of this…
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.