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第三十七篇 - 兵無常勢,水無常形
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。
Ann Yu
11 minutes ago6 min read


Vol 37 - Adapting to Change
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.
Ann Yu
13 minutes ago6 min read


第三十六篇 - 關門 = 大吉?
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)】
Ann Yu
Oct 55 min read


Vol 36 - Shrugging Off the Shutdown - Too Soon?
Yes the US Govt is Shutting Down Again. TrumpRx is here - Trump's pharmacy goes live. Private Credit Funds: All Roads Lead to AI.
Ann Yu
Oct 54 min read


Vol 35 - For Good Times, And Bad Times
The Sweet Spot on US Yield Curve. One Year Since the 924 Shockwave. HSBC's Quantum Moment. My Family Office Presentation Experience.
Ann Yu
Sep 284 min read


第三十五篇 - 風雨同路
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。
Ann Yu
Sep 285 min read


第三十四篇 - 確認過眼神,你就是股神
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。
Ann Yu
Sep 215 min read


Vol 34 - When Easy Money Feels Too Easy
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.
Ann Yu
Sep 215 min read


Vol 33 - Vivid Sparks, Lasting Impacts
Oracle's AI Comeback, The ETF World, Clean Energy's Star Boost. Goldman's 2025 Family Office Investment Insights. Family Philanthropy in Asia.
Ann Yu
Sep 145 min read


第三十三篇 - 繽紛色彩閃出的美麗
甲骨文的AI逆襲、ETF的美麗新世界、清潔能源新浪潮。高盛【全球家族辦公室投資見解】。亞洲家族慈善 - 五大家族的實踐與啟示。
Ann Yu
Sep 145 min read


Vol 32 - Go Your Own Way
Insights from our fund manager research. Summer social media highlights.
Ann Yu
Sep 76 min read


第三十二篇 - 試著讓故事繼續
基金經理調研心得。近期社交媒體貼文整理。
Ann Yu
Sep 76 min read


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
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