Sitemap - 2025 - David Stevenson's Adventurous Investor Newsletter
Investment Ideas: watch list update
Monday Macro : H1 review plus some mid year crystal ball gazing
Investment Ideas: a half-year update on the buy list
Monday Macro – US equities: I was wrong so far
Further reading – an AI Special
Investment Ideas – the charms of CCDS
Monday Macro – a slightly more optimistic take on the UK economy
Investment Ideas: Vietnam deep dive
Monday Macro: Watching Japan and why it matters to all of us
Links: Hunter-gatherers, Ukraine’s drone wall, and Amundi’s market views
Investment Ideas: a deep dive into Latin America as an alternative EM idea
Monday Macro – more observations after a quieter week
Investment Ideas: a deep dive into robotics funds
Monday Macro – beyond 100 days: making sense of volatile markets as we head towards the summer
Macro and Ideas: how did the benchmarks perform in May, and asset allocation thoughts
Investment Ideas: digging deeper into minimum volatility ETFs, Plus 500 and Literacy Capital
Investment ideas – Income ideas in closed end fund land
Further tin hat observations: why worse may be to come
Time to dig out those tin hats
Time to dig out those tin hats
Investment Ideas: Cordiant, managed futures ETF, and an active strategy on security stocks
Monday Macro: End-of-(1st)-quarter asset allocation thoughts
Investment Links: Investing In Chinese equities
Monday Macro – another fun week
Investment Ideas: Platform redux (IBK), SIPPs, and sector-based investing
Monday Macro: elevated market volatility points to a profound regime shift
Links worth investing in: DOGE, elite spending, climate change policies, and the Mandaeans
Investment Ideas: fallen angel bonds, and why last week’s equal weight ETFs save lots of US tax
Links worth investing in : A special - Investing for the long term, the debate
Investment Ideas: short notes on trading costs, Georgia, a new S&P 500 ETF and the new Achilles fund
Monday Macro – More reasons to be cautious about the US, China Tech stocks on a roll, and gold ETFs
Links worth investing in: Buried pylon madness, cash ISA danger, a US China deal on the cards?
Investment Ideas: Eurozone equities
Monday Macro – The Mag7, YTD numbers and Inflation
Links worth investing in: Ageing and wealth, property cycles, Scam Inc
Monday Macro – stock markets broaden out gains, UK equity funds and its all about inflation
Links worth investing in: more Trump (!), DeepSeek’s military implications and Noisy London Pubs
Investment Ideas: Investment platform costs redux, and a UK property developer play
Monday Macro – As goes January, so goes 25?! Tariffs and the Black Swan event no-one mentions
Expect a fun week: no one said it would be boring with Trump around
Stories worth investing in: Demographic collapse, Bird flu, Billionaires and next gen obesity drugs
Investment Ideas: Saba, D9 and Helios Towers
Monday Macro – Pulling together some big-picture thoughts
Further reading worth investing in: 2025 mapped out
Investment Ideas: Uranium, the memesters go quantum, Buy list reviewed, and closed end fund ideas