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 | 29 |
| Subscribers | Read | kirillpyshkin.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Why do penguins need an F-16?
The answer to the most pressing question why penguins need an F-16 is revealed at the very end of this article, but for now let me explain the context…
Our initial reaction to Trump Tariffs
### Long-expected Trump tariffs have finally been announced
Why US equities are selling off?
What’s wrong with this Financial Times article?
Our multi-asset portfolio is up 4.2% in Q1 2025
Despite the turmoil in the equity markets our multi-asset strategy portfolio is showing resilience and positive return over the first quarter 2025 of 4.2% in USD.
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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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