top of page


第四十五篇 - 「財經網紅」與「傳統金融」的相愛相殺 | 瑜新家族辦公室投資周報
財經網紅與傳統金融業、家辦行業之間的相愛相殺。人類史上最瘋狂的工程奇蹟:極紫外光 EUV。委內瑞拉與新興市場主權債券。
Ann Yu
Jan 115 min read


Vol 45 - - The Love–Hate Dance Between Finfluencers and Traditional Finance | Jadewell Family Office Investment Newsletter
Love-Hate Saga: Finfluencers vs. Traditional Finance. The Most Insane Engineering Miracle Ever: EUV.
Venezuela's & Emerging Market Sovereign Bonds.
Ann Yu
Jan 115 min read


Vol 44 - "Inheritocracy" & "The Bank of Mum and Dad" | Jadewell Family Office Investment Newsletter
"Inheritocracy" & "The Bank of Mum and Dad". Can retail investors buy SpaceX through ETFs? How to read the Fed's Dot Plot?
Ann Yu
Jan 46 min read


第四十四篇 - 【繼承經濟】與【父母銀行】 | 瑜新家族辦公室投資周報
繼承經濟與父母銀行。散戶也可以透過ETF買SpaceX? 如何正確解讀美聯儲利率點陣圖?
Ann Yu
Jan 46 min read


第四十三篇 - 家辦的「投資羅盤」 | 瑜新家族辦公室投資周報
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。
Ann Yu
Nov 23, 20256 min read


Vol 43 - The Compass of Family Wealth | Jadewell Family Office Investment Newsletter
The Compass of Family Wealth - Investment Policy Statement (IPS). Who Really Has a Say on US Stock Market? An "Entertaining" Insider Trading Case.
Ann Yu
Nov 23, 20256 min read


第四十二篇 - 「對」的太早,比「錯」還慘 | 瑜新家族辦公室投資周報
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」。
Ann Yu
Nov 16, 20256 min read


Vol 42 - Let Stupidity Prevail | Jadewell Family Office Investment Newsletter
Our reflections on recent fund research. When giants ditch "Asset Allocation" and "ESG". The impressive dollar carry trades.
Ann Yu
Nov 16, 20255 min read


第四十一篇 - 科技,始終來自於人性 | 瑜新家族辦公室投資周報
科技始終來自於人性 - 財富管理篇。市場的三道防線 + 兩位 Michael。
Ann Yu
Nov 9, 20256 min read


Vol 41 - All Tech Is Human at Its Core | Jadewell Family Office Investment Newsletter
All Tech Is Human at Its Core. Three Market Puts & Two Michaels.
Ann Yu
Nov 9, 20255 min read


第四十篇 - 他強由他強,清風拂山崗 | 瑜新家族辦公室投資周報
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」
Ann Yu
Nov 2, 20255 min read


Vol 40 - Let him roar — I remain, like wind on the mountain | Jadewell Family Office Investment Newsletter
META - Bond investors piling in while stock investors rushing out? Who dared to downgrade THE Berkshire to sell? Wealth Management - Contentment brings constant happiness.
Ann Yu
Nov 2, 20255 min read
bottom of page
