One Second West (0°0'1" W) 001west.com
Kirill PyshkinHopefully, thought-provoking and often contrarian views on investments. My personal opinions only - NOT INVESTMENT ADVICE.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 40 | Subscribers | Read | kirillpyshkin.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The Battle for Quantum is heating up
The quantum technologies sector is heating up. NYSE-listed IonQ that this week completed its $1bn+ acquisition of UK-based Oxford Ionics, is up 91% over the last month alone. Over the same period, Nasdaq-listed Rigetti is up 88%, NYSE-liste...
August multi-asset and thematic portfolio performance
Welcome back from summer holidays! Our multi-asset portfolio delivered 2.5% return in August and 18.5% year to date in USD.
Thematics performance 1H'2025
Last week I led the class of University of Cambridge Master of Finance students at Judge Business School. I shared with the class my experience in developing and managing thematic investment strategies.
US Treasuries deserve another look
The recent escalation in the Israel-Iran conflict has sharpened investor focus on the relationship between oil prices and financial markets. While the typical 'risk-off' response—favouring bonds and pressuring equities—is well understood du...
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Authors
The writers behind this newsletter.
Portfolio manager and investment analyst with over 20 years of experience across all regions and sectors.
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