Sitemap - 2024 - David Stevenson's Adventurous Investor Newsletter
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
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
Investment Ideas: Helios, Digital Infra, and Japanese equity ETFs
Monday Macro – Asset allocation update, the Nvidia show, stubborn rates, and Gold
Investment Ideas: a fintech double bill
Monday Macro – a deep dive into housing plus Trump Vs2 and the markets
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
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?
Investment Ideas: new Nukes ETF, structured products deliver, and Agronomics
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
Investment Ideas: US Mid-caps, Global Equity Income, India and Winterfloods Top Buys
Further reading: Underestimating (Green) China, Trump redux, Fiscal rules, and Right Young Rebels
Monday Macro – Charts to make you think, and Earnings week
Weekly Note: Macro themes, AI ETFs and the looming debt and defence crises
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