#XrisLogbook 151 - Wines, Worries & Wins 🇨🇭

👍🏻 Between rounds of pitching our Sovereignty Pre-IPO fund to family offices and private bankers in Geneva, I slipped away for a gathering of the Commanderie de Bordeaux Suisse Romande. We tasted wines so rare they probably need their own NDAs. A good reminder that investing and winemaking share the same secret: if it matures too fast, it’s probably not worth it. 🍷

👎🏻 I thought France taxing water and toilets was peak absurdity until the UK showed up with its new budget, hiking taxes on dividends, wealth, property and quietly freezing thresholds so everyone pays more without noticing. On one side, Bercy wants to meter your basic needs; on the other, Westminster is rummaging through your pockets with a smile. Two countries, one talent: inventing new ways to make taxpayers feel like they’re in a comedy sketch. And yes, the French “comfort tax” is paused… but like the best bad jokes, it’s bound to come back. 💸

✍🏻 Digging into Cuba’s economic transition was a reminder that even the most rigid systems eventually crack under their own inefficiencies. After 60 years of state-controlled imports, the island is now relying on private MIPYMEs to feed the population … a shift that has created a rare window for real trade-finance opportunities. What struck me most is how scarcity, not abundance, is driving innovation: a handful of licensed operators now hold the keys to a multibillion-dollars market of essential goods with fast turnover and strong margins. It’s one of those moments where macro-economics, geopolitics, and boots-on-the-ground logistics collide and where disciplined investors can actually create impact while capturing value. 🇨🇺

🙏🏻 Special thanks this week to Mélanie , Stephanie , Herve , Julia , Anna , Jean Christophe PANDOLFI , Mark , Hervé , Frank ,Jean-Charles , Dimitri , Loïc , Rubina , Arnaud , Cathy , Tina , Andrew


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