Adventurous Investing for grown ups
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 494 | Founded | 5 years ago | Last Issue | 6 days ago |
| Active | |||||
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davidstevenson.substack.comLatest Issues
Investment Ideas: Shorting oil and lazy momentum strategies
Plus, an Uzbek fund is listed in London
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Monday Macro: a big week with Nvidia and Walmart reporting, UK GDP growth and UK rates
A shorter than usual letter this Monday, as stocks took a breather last week – blame the new inflation for higher narrative
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Links worth investing in: winners in Agentic AI, China’s new 5-year plan and re-industrialising the UK
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Advinv 16 May 26 Links As Pdf
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Investment Ideas: two new ETFs and updates on Chrysalis and Target Healthcare
Supply chains, autocalls, care homes and Starling all feature this week
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Monday Macro: another busy week as Oracle reports, surging global profits, big changes to my asset allocation
I’m sensing another US melt-up. Plus, this month's Market Dashboard.
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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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