Sitemap - 2024 - David Stevenson's Adventurous Investor Newsletter

Weekly (festive) note: Scoring my predictions and a review of the buy watch lists

Links worth investing in: really old bonds, investment trusts, the new global economic configuration, and investing in BAe

Investment Ideas: updates on Georgia, active ETFs, SDCL is still cheap and Foresight Group.

Monday Macro: Bumper crystal ball time, plus the US equity bulls are still rampaging

Further reading worth investing in: drone terror, AI and tech stocks, vertical farming, service sector inflationary headwinds and infantilised adults

Investment Ideas: UK indices unpacked

Monday Macro: it's all going swimmingly…what could possibly go wrong

Investment Ideas: Quick Fire notes on psychedelics and Compass, on Axon, on CARE and on a possible long-term compounder in the US equities space

Monday Macro: five questions worth asking with big macro implications

Stories worth investing in: energy-hungry Ai, measuring inflation, and what caused the 1929 stock market crash

Investment Ideas: Japanese benchmarks and funds

Monday Macro - Focus on Japan

Links worth investing in: real rates keep going lower, explaining gold’s long bull run and Bidens foreign policy legacy

Investment Ideas: quick fire ETF ideas including new one size fits all fund (a great core idea)

Monday Macro – the equity bulls charge ahead

Links – US elections (not too much), the Exponential US revolution, obesity updates, and Scottish Mortgage

Investment Ideas – a deep dive into US equity indices

Monday Macro – October in the rearview mirror and a UK budget postmortem

Links : Budget reflections, Ageing societies, and the real cost of Chernobyl

Investment Ideas: on Georgian turmoil, updates, and a shortlist for alternative fund consolidation

Monday Macro – A critical juncture approaches

Links for the weekend – AI is already having an impact, the CFAs in revolt about debt, and do we need to be more plutocratic?

Investment Ideas: a deep dive into global equity indices, and biotech IPOs

Monday Macro – explaining the American paradox: anti-core inflation and the Top Third vs booming economy and markets

Further reading: public debt, brownfield passports, London’s dysfunctional capital markets and how's Milei doing?

Investment ideas – adventurous income through CLOs

Further reading: The long war nightmare, the broader AI theme, Bitcoin and liquidity

Investment Ideas : thematic investing is tough

Monday Macro: Tin hat time? How investors should think about geopolitics, oil and the middle east

Links: Gaming Spotify, war in the Horn and the rise of the dreadful BSW

Investment Ideas – updating the Buy and Watch Lists

Monday Macro – what to invest (according to asset allocators), vol spikes and big government debt

Further reading: Survive until 2025, the Chinese economic black hole and RTX in trouble

Investment Ideas: Literacy Capital added to the buy list and Life Science REIT

Monday Macro – what next for UK rates, two nations two economies, and woes of the Eurozone

Weekly note – another market wobble, updates on investment ideas, and (cheerfully)the Black Death

Weekly note – October event, more trust consolidation, markets in August, and investment ideas

Weekly note – UK equities event in October, longer-term return heatmaps, and liberal lawfare

Weekly Note: Impact Healthcare REIT added to buy list, back where we started with markets

Weekly Note: if you will it a recession will come, systematic quality investing and RFK Jr

Weekly note – market mayhem, Japan, Gold + income (?), RTW now a strong buy, and winner-takes-all markets

Weekly note: Tech reporting season is nearly upon us, the UK corporate profits challenge, China, REITs, and Trump’s foreign policy

Weekly note : Maybe we are already in the Roaring Twenties, Cockroach/Permanent portfolios, CTAs and inflation protection

Links: Higher for longer for decades, post-election data dives, the importance of political ‘looks’ and Poland preparing for war with Russia

Investment Ideas: the UK and small caps

Monday Macro: a juncture approaches, and why I’m even more cautious

Links – zero cost energy, Farage and social media, and copying the New Zealand approach to new housing

Macro and Investment Ideas: Another strong month for equities, Gold trackers,Chrysalis and Regional REIT will repay its bond

Links: cheap US equities – they do exist, uranium update, more pensions please

Investment Ideas – transition commodities

Monday Macro – the contrarian bet on an impending US recession

Links: Why Europe’s obsession with sustainable supply chains is hitting Ethiopia, Ecuador’s descent, a positive take on oil prices and Seraphim Space

Investment Ideas: Valuing Nvidia, buy, sell or keep?

Monday Macro: May surprises to the upside again for equity investors, musings on how high (and low) US equities could go and why correlations matter

Links: AI Bubbles? Kinetic real time war, Axis VS2, the ETF bubble (?) and what next for UK house prices

Help back a campaign to make the UK safer

Macro and Investment Ideas: A Changing Macro Narrative and What it means for Investors, Precious Metals and a Tender Offer at Phoenix Digital

Links: the UAE's equity markets, Russian advances and intrigues, good news on mobile phones plus bond funds and ETFs prosper

Investment Ideas: SDCL added to the core alternative funds list, Helios Towers impresses, and NuBank hits 100m

Monday Macro – Europe’s moment in the sun, and gold might have further to run

Links: The looming demographic crisis and why policies don’t work, global diversification vs US equities, and what the American general really said about Taiwan.

Investment Ideas: REIT prospects improving, a new IPO and Seraphim and Molten go on the buy list

Monday Macro: Prospects for the UK

Links: Saving those Hinkley Point C fish, kids and smartphones, French troops in Ukraine, and Ban that cultivated meat and those evil solar panels!

Macro and Investment Ideas: An underwhelming April, worries bubble up stateside

Links: Rushdie’s put down, evil SUVs, IPO pipelines and hedge funds

Investment Ideas: revisiting the core alternatives portfolio, adding RTW Biotech to the buy list

Monday Macro: Caution warranted but not too much pessimism

Links: Missiles, ISAs, Gold, Gilts and Africa

Investment Ideas: Updating the Buy and Watch Lists as well as three recent stocks

Monday Macro: eight things we learnt over the last month

Friday Links: Grim news from Myanmar, Ukraine and the Middle Eastern Drone wars, plus mid/small cap dividends and the meme brigade come for listed VCs

Investment Ideas: zero’s, more on Phoenix Digital and adding Augmentum to the buy list

Monday Macro: Thoughts on the next 15 months, the 7 European wonders and a UK economic snapshot

Weekly Note: The Fab Four, Popular gilts, Augmentum, annoying noise and the Second China shock

Weekly note – Bulls are still loose, Japan shifts gear and Europeans start to talk about AI

Weekend reading: THE FRAUDEMIC, US BUYBACKS, UTILITY STOCKS LOOKING ATTRACTIVE, AND THE SLOW-MOVING DEMOGRAPHIC CRISIS.

Investment Ideas: Helios, Digital Infra, and Japanese equity ETFs

Monday Macro – Asset allocation update, the Nvidia show, stubborn rates, and Gold

Links: Declining carbon emissions, the German military and wifi, Trump vs TikTok, Private equity outlook brightens and China might turn a corner

Investment Ideas: a fintech double bill

Monday Macro – a deep dive into housing plus Trump Vs2 and the markets

Links: The BritISA, planning double bill (reservoirs and industrial estates), value traps, investment regimes and a reshoring stocks basket

Investment Ideas: Georgian update, aircraft leasing and a left field retail bond idea

Monday Macro – a deep dive into stocks and bonds for the long run

Further reading for the weekend: UK government debt, tax cuts, top cities of the world, and Trump & NATO

Investment Ideas: The Elite companies the elite fund managers buy and introducing the Prysmian Group

Monday Macro – is the melt up upon us for US equities?

Links: Run for US President, methane and landfill, Japanese stocks melt up and more bad news on the size of that retirement nest egg

Investment Ideas: new Nukes ETF, structured products deliver, and Agronomics

Monday Macro – Japan in focus

Further reading: Lava from space,El Salvador, and might solid-state batteries go mainstream

Investment Ideas: Indonesian elections, Cameco/Westinghouse and global EM debt

Monday Macro: Bubble time? Rate cuts and asset allocation and a deep dive into Long-term returns

Further reading: Global liquidity peaks, we’ll need to save more for retirement, culturally conservative Asian societies, Rogue billionaires with nukes, and Ark’s big ideas for 24

Investment Ideas: US Mid-caps, Global Equity Income, India and Winterfloods Top Buys

Monday Macro - a look back at January, bond and equity correlations have flipped again, and the march of the US optimists

Further reading: Underestimating (Green) China, Trump redux, Fiscal rules, and Right Young Rebels

Investment Ideas: Convertibles ETFs, private equity valuations troughing and updates on Literacy and D9

Monday Macro – Charts to make you think, and Earnings week

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

Pity poor Zara, wild animals, the collapse of Myanmar and those efficient markets we’re all told about

Investment Ideas: Asset allocation for equity bulls, and investing in Alibaba

Monday Macro: the rear view mirror, what worked in 2023...and what didn't

The 2024 Crystal Ball Exercise