David Stevenson's Adventurous Investor Newsletter

David Stevenson's Adventurous Investor Newsletter

Monday Macro: thinking through how to deal with volatile markets

Plus a quick observation on gold and silver prices

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David Stevenson
Feb 02, 2026
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Next Monday, I’ll return to my normal schedule and publish the monthly markets dashboard. This week, though, I’ll kick off with a quick comment on precious metals, spin through the very busy week ahead for macro and then try to answer some big portfolio questions like how to think about US equities or why UK equities look at…

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