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Links worth investing in: Tax realities, small AI models might break the markets, and Hg Capital on AI
Further reading for the weekend: Nvidia’s GR00T Reference Humanoid Robot, those mega IPOs, Rare earth metal markets, and how the CAPE model can be made…
Jun 13
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David Stevenson
9
Investment Ideas: An adventurous income product plus a multi-asset tracker idea
A 12% yield product investing in US Treasuries – yes, really! Plus, the all-in-one, multi-asset space becomes ever more competitive
Jun 11
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David Stevenson
1
Monday Macro – The bulls in retreat, SpaceX approaches and Oracle reports. Fun ahead!
I’ve also updated my new AI infused markets dashboard
Jun 8
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David Stevenson
2
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Weekly letter: Q1 reporting season starts, the Biotech M & A surge, adding INPP to core alternatives
Apr 13
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David Stevenson
17
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1
Monday Macro – Calling a more prolonged sell-off
Mar 30
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David Stevenson
17
1
2
Crystal Ball Time: what the big institutions think might happen in 2026
Dec 24, 2025
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David Stevenson
14
Weekend reading worth investing in: a left turn in Labour and market implications, dollar weakening sparks systemic fears and slightly more…
Jan 31
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David Stevenson
16
Investment Ideas: Biotech opportunity
Apr 6, 2022
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David Stevenson
12
3
Reading worth investing in: the Citrini AI meltdown, Anthropic vs Hegseth, and the Economist takedown on Chinese humanoid robots
Feb 28
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David Stevenson
12
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Links worth investing in: Iran’s failed revolution, Saas is not dead yet, positive technicals for gold
Further reading for the weekend: Nvidia tries to marry AI and robotics, UK pessimism overdone but US consumers notably more cautious
Jun 6
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David Stevenson
14
1
Ideas: The Tech Bulls Fund, going long on AI
Plus, A new Charity bond offers a decent medium-term income
Jun 3
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David Stevenson
6
1
Monday Macro – Broadcom reports, US labour data and Japanese equities storm ahead
Plus some thoughts on gold, stagflation, deflation and energy prices
Jun 1
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David Stevenson
2
Links worth investing in: The semiconductor cycle, Labour’s policies, UK productivity challenges, and tax cuts
Further reading for the weekend: Alibaba targets AI as customers, what a development in Peckham says about our housing mess and understanding Chinese…
May 30
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David Stevenson
13
Investment Ideas: A simple system for investing using momentum and market signals to minimise downside risk
Why using moving averages can help manage downside risk plus a financials fund that mixes credit and dividend-paying equities
May 27
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David Stevenson
9
1
Links worth investing in: The positives of ageing societies, Europe’s grim economic forecast, Citadel on private investors and The Big Reset
Further reading for the weekend: Yet more examples of conflicts of interest in the US, plus hard-wired political differences
May 23
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David Stevenson
14
1
Investment Ideas: Shorting oil and lazy momentum strategies
Plus, an Uzbek fund is listed in London
May 21
•
David Stevenson
1
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