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Vol 31 - - After the Great Heat?
JPM Asia Hedge Fund Forum. BlackRock's Latest Family Office Report.
Ann Yu
Jun 296 min read
第三十一篇 - 大暑之後?
摩根大通亞洲對沖基金論壇。貝萊德(BlackRock)最新家族辦公室調研報告。
Ann Yu
Jun 296 min read
第三十篇 - 花兒都到哪裡去了? (Where Have All the Flowers Gone?)
中東戰火又起，這次將如何收場?
Ann Yu
Jun 217 min read
Vol 30 - Where Have All the Flowers Gone?
War Returns to the Middle East - What's the Endgame?
Ann Yu
Jun 217 min read
第二十九篇 – 制霸!
中國的稀土制霸! 說到制霸，原來標普五百指數漏掉了兩個大霸主?
Ann Yu
Jun 157 min read
Vol 29 - The "Rare" Dominance!
China's Rare Earth Dominance! S&P 500's Missing Titans?
Ann Yu
Jun 156 min read
第二十八篇 – 「超狗速」進化中!
AI狂潮: 這次有什麼不同? 科技七雄估值大閱兵。
Ann Yu
Jun 810 min read
Vol 28 – The Dog Year Speed
AI Revolution in Cool Charts. Mag7 Reality Check: The Most Valuable vs. The Most Expensive.
Ann Yu
Jun 87 min read
第二十七篇 - 請聽散戶在發聲 (Do You Hear the Retail Sing?)
請聽散戶在發聲。長期趨勢 vs. 短期交易。暗示的力量(日版)
Ann Yu
May 318 min read
Vol 27 – Do You Hear the Retail Sing?
Do You Hear the Retail Sing? Long-Term Trends vs. Short-Term Trades. Japan's Magic Trick?
Ann Yu
May 316 min read
Vol 26 – An "Impactful" Week!
Wealth Holders = Change Makers? When profit meets purpose. Can Crypto Save the US Treasury?
Ann Yu
May 256 min read
第二十六篇 - 充滿「影響力」的一周!
擁有財富的人 = 推動改變的人?
加密貨幣有望拯救美國國債?
Ann Yu
May 257 min read
Vol 25 – The Real Losers vs. The Emotional Buyers
Generational Face-Off: Gen X in US vs. Gen Z in China. Decoding the 13F: What Are the Big Players Up To? Once Upon a Time, We Weren’t Allowed to Hold Gold?!
Ann Yu
May 188 min read
第二十五篇 - 終極魯蛇 (The Real Losers) vs. 衝動型買家 (The Emotional Buyers)
世代對決: 美國的X世代 vs. 中國的Z世代。解碼13F: 基金大頭們都在幹嘛? 很久很久以前，美國人竟然不可以買黃金?!
Ann Yu
May 1810 min read
第二十四篇 - 資本主義: 是大教堂還是大賭場
巴菲特最後的股東大會: 資本主義是大教堂，還是大賭場? 麥當勞式衰退(McRecession): 可憐啊我們這些中產
Ann Yu
May 118 min read
Vol 24 – The Casino & The Cathedral: The Dual Nature of Capitalism
Buffett's Final Reminders. McRecession & The Middle-Class Squeeze.
Ann Yu
May 116 min read
Vol 23 – The Memory Bank: A Vault of Wisdom or a Cage of the Past?
Inflation vs. the Cost of Knowledge? The Memory Bank: Does Experience Guide or Mislead? Own a Piece of a Central Bank? Yes, You can!
Ann Yu
May 48 min read
第二十三篇 - 關於市場的「獨家記憶」: 智慧的金庫或過時的牢籠?
通貨膨脹 vs. 知識的代價? 各個世代對於市場的「獨家記憶」: 是錦囊妙計還是坑爹指南? 您也可以成為中央銀行的股東!
Ann Yu
May 410 min read
第二十二篇 - 慢吞吞先生與他的三個使命
雙重震撼: 四月數據的速度與激情! AI，噢AI！希望與隱憂交錯的未來。美國聯儲局的第三使命: 被遺忘的秘密!
Ann Yu
Apr 278 min read
Vol 22 – Mr. Too Late Has "Three" Mandates
Two spiky spiky charts of April 2025. AI, oh AI! A boon most bright, a peril most deep. Wait, the Fed has "three" mandates?
Ann Yu
Apr 277 min read
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