Weekly Note: Macro themes, AI ETFs and the looming debt and defence crises

Mixing up notes on the global economic cycle (positive), the US debt crisis (negative), UK housing (positive) and the looming defence spending crisis (very negative). Plus, a deep dive into AI ETFs

Programming note. There are no investment ideas on Wednesday or links for further reading on Friday. I’m travelling with work, but normal service will resume next week (w/c 29^th Jan).

Also, in February, I will be increasing the subscription rate for NEW subscribers from £50 per annum / £5 a month to £60 per annum /£6 a month. If you haven’t already subs…