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Adventurous Investor

Adventurous Investor
Adventurous Investing For Grown Ups
The Adventurous Investor

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09 Apr 2024 10:01Syndicated

Monday Macro: Thoughts on the Next 15 Months

What matters for markets globally is what happens in the US, and what matters in the US is what the US Federal Reserve is thinking.

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26 Mar 2024 04:47Syndicated

Weekly note – Bulls are still loose, Japan shifts gear and Europeans start to talk about AI

In straightforward terms, we are still in a risk-on environment with many analysts and market observers now thinking that US equities – a key...

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19 Mar 2024 07:47Syndicated

Monday Macro – Asset allocation update, the Nvidia show, stubborn rates, and Gold

I’ve promised to keep updating my asset allocation tables every couple of months – and, on cue, here they are! They come in two guises.

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12 Mar 2024 08:28Syndicated

Monday Macro – a deep dive into housing plus Trump Vs2 and the markets

I think it fair to say they were the masters of doom and gloom, not for entirely unfair reasons (you can guess all the rational drivers they...

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05 Mar 2024 09:30Syndicated

Monday Macro – a deep dive into stocks and bonds for the long run

This week, I’m going to try and combine my three interests: 1. working out what the heck markets might do next, 2. figuring out how economic growth...

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