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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


第三十九篇 - 飛翔時傷悲,是一種奢侈的行為 | 瑜新家族辦公室投資周報
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。
Ann Yu
Oct 26, 20255 min read


Vol 39 - All-Time Highs, All-Time Worries | Jadewell Family Office Investment Newsletter
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".
Ann Yu
Oct 26, 20255 min read


Vol 38 - The Highest Yield with The Lowest Risk | Jadewell Family Office Investment Newsletter
Getting Wrecked with Newton. BDC - Wealth Code or Chaos Catalyst? The Highest Yield with The Lowest Risk.
Ann Yu
Oct 19, 20255 min read


第三十八篇 - 擔最少的風險,拿最高的收益 | 瑜新家族辦公室投資周報
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。
Ann Yu
Oct 19, 20256 min read


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
Oct 12, 20256 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
Oct 12, 20256 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 5, 20255 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 5, 20254 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 28, 20254 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 28, 20255 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 21, 20255 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 21, 20255 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 14, 20255 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 14, 20255 min read


Vol 32 - Go Your Own Way
Insights from our fund manager research. Summer social media highlights.
Ann Yu
Sep 7, 20256 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 7, 20256 min read
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