Adventurous Investing for grown ups
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 526 | Founded | 5 years ago | Last Issue | 42 hours ago |
| Active | |||||
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davidstevenson.substack.comLatest Issues
Investment Ideas – adding a long-term Treasury income product to the watchlist plus how to play a future silver rally
Plus, my thinking on bonds – growing more interested in long-duration government bonds
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Monday Macro: equity markets look more vulnerable, yet earnings are still surging and valuations look reasonable, but sentiment is flagging
In terms of programming, it’s back to normal this week and next! Ideas midweek
You can read this newsletter as a PDF here:
Advinv 21st Sept Monday Macro As A Pdf
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Weekly letter: Oracle reports this week, UK GDP numbers. Remember, September is always volatile and the dangers of the AI credit cycle
Plus, adding BTR giant Grainger PLC to my watchlist
Programming note: I’m on my regular summer holiday schedule, with weekly notes through to Monday 14th September. That week (beginning Sept 14th), I’ll be off again for another week on a b...
Weekly letter: Warsh reassures bond investors and hurts gold prices, Nvidia’s impressive numbers underline the AI bulls' case, and I'm adding a Frontiers fund to my watchlist
Plus, why I am still overweight the UK and gold.
Programming note: I’m on my regular summer holiday schedule, with weekly notes for the next five weeks through to Monday 14th September – that week (beginning Sept 14th) I’ll be off again fo...
Weekly letter: Nvidia reports this week, bond market fluctuations, and Gold is back in the driving seat
Plus, how to build exposure to gold through funds. And insurance companies pile into AI-infused private credit.
Programming note: I’m on my regular summer holiday schedule, with weekly notes for the next five weeks through to Monday 14th S...
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The writers behind this newsletter.
David is an investment columnist for the Financial Times, Citywire, and MoneyWeek. He's also executive editor of ETFStream, AltFi and FutureFoodFinance
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