家辦的投資羅盤 - 投資策略書 (Investment Policy Statement)。誰才是美股背後的「話事人/老闆/領導」? 真人真事 - 引人入勝的內線交易案。

The Compass of Family Wealth - Investment Policy Statement (IPS). Who Really Has a Say on US Stock Market? An "Entertaining" Insider Trading Case.

近期基金調研心得。當大型基金也不再「資產配置」或「ESG」。足以顛覆市場的「美元利差交易」。

Our reflections on recent fund research. When giants ditch "Asset Allocation" and "ESG". The impressive dollar carry trades.

科技始終來自於人性 - 財富管理篇。市場的三道防線 + 兩位 Michael。

All Tech Is Human at Its Core. Three Market Puts & Two Michaels.

META - 股票投資人剛被嚇跑，債券投資人就衝進場了? 大膽刁民，竟把股神旗艦「波克夏」評級下調至賣出? 他強由他強，清風拂山崗 - 論財富管理的「知足常樂」

META - Bond investors piling in while stock investors rushing out? Who dared to downgrade THE Berkshire to sell? Wealth Management - Contentment brings constant happiness.

未來事件預測交易平台 Polymarket。浪子回頭金不換，那金(價)回頭呢? 由「奉旨執行」進化至「洞見加值」的財富管理。

Future Event Prediction Trading Platform - Polymarket. Gold opens all doors - even the one that leads to the basement. Evolving from "Execution Only" to "Insightful Advisory".

Getting Wrecked with Newton. BDC - Wealth Code or Chaos Catalyst? The Highest Yield with The Lowest Risk.

和牛頓一起當韭菜。BDC - 是財富密碼還是混亂源頭。擔最少的風險，拿最高的收益。

中秋節搞笑故事 - AI奇俠傳。藉古鑑今 - 目前市場與1970年代初期的相似之處。在【全球家辦論壇】聽見了家族的心聲。

An Untrue (But Funny) Story - The Legend of the AI Knights. Trading in the Shadow of the '70s. Heard at the World Family Office Forum - Voices of Legacy.

美國政府又關門了! 特朗普大藥房，TrumpRx 震撼登場。條條大路通AI的【私募借貸基金 (Private Credit Funds)】

Yes the US Govt is Shutting Down Again. TrumpRx is here - Trump's pharmacy goes live. Private Credit Funds: All Roads Lead to AI.

The Sweet Spot on US Yield Curve. One Year Since the 924 Shockwave. HSBC's Quantum Moment. My Family Office Presentation Experience.

美債收益率曲線上的甜蜜點。924行情一周年回顧。匯豐的量子時刻。家辦活動演講心得。

跟著台積電買美國公司債。對沖基金暗暗撤退中港股市? 家族辦公室小圈子午餐會議心得。

Following TSMC into US Corporate Bonds. Why Hedge Funds Sneaking Out the Back Door of China/HK Stock Markets? Behind Closed Doors: What I Learned at a Family Office Power Lunch.