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Vincent Guerard

Vincent Guerard

Building wealth from contrarian ideas, geopolitics, climate adaptation and macro trends.

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues8SubscribersRead vincentguerard.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

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...

8 days ago
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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).

22 days ago
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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.

a month ago
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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:

2 months ago
1
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  • Vincent Guerard

    Building wealth from contrarian ideas, geopolitics, climate adaptation and macro trends.

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