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 | Weekly |
|---|---|---|---|---|---|
| Issues | 49 | Founded | 2 years ago | Last Issue | 7 days ago |
| Active | |||||
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kirillpyshkin.substack.comLatest Issues
The Quantum Inflection
Investment into quantum moved from around $2B to over $10B in 2025.
Institutions including IBM, HSBC, Moderna and AstraZeneca are now showing practical applications across optimisation, simulation, healthcare and security.
Competitor...
War and Peace
Source: The Economist cover 09.04.2026 edition
The super defensive stance that we advocated at the beginning of this year in our 2026 investment outlook with half of our portfolio invested in gold or hedged to CHF has worked out well so fa...
Thematic outlook – where to invest in 2026
Our defensive stance is warranted so far in 2026
In our 2026 investment outlook, we called for overall defensive stance and disclosed that in our multi-asset strategy portfolio roughly half is invested in Gold or hedged to CHF. We also...
Investment outlook 2026
We maintain a conservative investment outlook for 2026, characterised by the following positioning:
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Approximately half of the portfolio allocated to Swiss or CHF-hedged assets and gold;
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A broadly equal allocation between equities...
+25% 2025 YTD
Just over a year ago we made certain predictions for 2025 and arranged our strategy portfolio accordingly.
Our main call was preference for all European assets including equity, bonds and EUR. We also advocated for gold and CHF as a hedge...
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| Subscribers | Engagement | 57 | Monthly Web Visits | ||
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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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