Vincent Guerard
Vincent GuerardBuilding wealth from contrarian ideas, geopolitics, climate adaptation and macro trends.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 8 | Subscribers | Read | vincentguerard.substack.com |
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Latest Issues
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Portfolio update 5
Investment thesis: US is shaking a world order it has itself established, behaving like a rogue state and tearing apart international law principles and its trade and military alliances. Internally, the president and its crownies are underm...
Portfolio update 5
Investment Thesis: electrification is a major trend driven by IA (data center), robotisation, air conditioning, EV (hybrid) and now energy independence (oil shock similar to 1973).
Middle East Crisis investment ideas
Here are a few investment ideas (not advice) connected to the Middle East Crisis. Yhe higher the number of * the highest the conviction. Also be careful, commodities are volatile. Dont forget to take your benefits.
Where I am not investing...
I usually list the stuff where I invest. This time I am going to list the stuff where I dont invest:
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Authors
The writers behind this newsletter.
Building wealth from contrarian ideas, geopolitics, climate adaptation and macro trends.
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