David Stevenson's Adventurous Investor Newsletter

David Stevenson's Adventurous Investor Newsletter

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David Stevenson's Adventurous Investor Newsletter
David Stevenson's Adventurous Investor Newsletter
Time to dig out those tin hats

Time to dig out those tin hats

A few reflections on what’s happening

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David Stevenson
Apr 11, 2025
∙ Paid
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David Stevenson's Adventurous Investor Newsletter
David Stevenson's Adventurous Investor Newsletter
Time to dig out those tin hats
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I sent this note out on Monday to paid subscribers, but given the hectic pace of events, I thought these observations might be useful for all subscribers. Hence this swift republish….I’ve grouped these observations into three categories: hard facts, speculations and asset allocation suggestions. In each case, I have 12 points to make.

Hard facts

1. Trump …

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