Vol 39 - All-Time Highs, All-Time Worries | Jadewell Family Office Investment Newsletter
- Ann Yu
- Oct 26
- 5 min read
October 26, 2025
The market is still soaring, stirred by Trump’s posts and a flurry of epoch-making AI deals—emotions swinging wildly between surges and shakeouts.
Still, a shadow of worry clings—what is it we fear? 😔
📞 How should your portfolio be positioned amid today’s unpredictable market landscape? Let’s talk to Jadewell Family Office today!
Contents of This Week's Newsletter
【Social Medida】Topics from Jadewell's Social Media
🔮 New in Capital Markets - Future Event Prediction Trading Platform - Polymarket
We may not be young anymore 😅 but staying sharp in finance means constantly diving into next-gen tools. 💪
This week, we explored Polymarket - a platform gaining regulatory recognition, where you trade belief, not just bets👉 Facebook (Chinese) / Instagram (English)
🧐 Gold opens all doors - even the one that leads to the basement
Gold took a hit this week—dropping 5–7% in one single day.
Since the 1971 Nixon Shock, this level of daily volatility has only happened 34 times, or 0.26% of all trading days. What happened? 👉 Facebook (Chinese) / Instagram (English)
【Family Office Buzz】Evolving from "Execution Only" to "Insightful Advisory"
🎤 Last week, we attended the industry summit hosted by the Asian Private Banker.
On stage, the atmosphere was electric — big bosses from various banks beamed with pride, showering praise on this year’s performance. 🌟
But down in the crowd, as I caught up with a few former colleagues, the mood told a different story.
When asked how things were going, their expressions were telling: a mix of wry smiles and a fatigue they couldn’t quite put into words. 😶🌫️
Yes, the market is buzzing again, and trading volumes are up. On the surface, everything looks great. But frontline private bankers have already sensed a critical shift: clients have gotten smarter.
🕰️ Remember ten years ago? That was the golden age as I knew it.
For example, back then, the U.S. was still in a zero-interest-rate environment, and many believed it would last forever.
Meanwhile, China’s economy was soaring on the back of a booming property market. Those high-yield Chinese property bonds were the hotcakes everyone scrambled for. 🍰
Banks were eager to lend against these bonds, encouraging clients to grab even bigger slices of the cake.
During those years, not only did clients rake in profits, but private bankers also earned hefty commissions from bond trading—effortlessly.
For bankers, there was little need for in-depth research or tireless idea-hunting—just head back to the desk and execute bond trades as the clients requested.
🧱 But good times don’t last forever.
Ever since China’s property market lost its shine, the “easy money” for bankers has dried up too.
In recent years, the AI boom has revived market sentiment and trading activity, but clients have become increasingly savvy.
Old colleagues now quietly vent: clients used to call to place trades. Now they call to say:
📉 “The fund you recommended didn’t beat the market. I’ll just buy stocks or ETFs myself.”
💸 “How much commission are you charging? I checked other platforms—it’s way cheaper.”
🤨 “Your recent advice hasn’t been great. Why should I keep paying you?”
🧭 That’s why we’re grateful to have stepped out of this exhausting cycle.
At Jadewell Family Office, our business model isn’t built on commission from frequent trading, nor on flashy product sales, nor on high-risk investment strategies.
We focus on the basic fundamentals: portfolio analysis and monitoring—your essential need in any market condition. 🔍📊
📞 Let’s talk with Jadewell Family Office today!
【Next Week】Key Events to Watch in the Week Ahead:
Trump's Asia Trip
Oct 26 (Sun) - Trump arrives in Malaysia and meet with the Prime Minister
Oct 27 (Mon) - Trump arrives in Japan and meet with the new Prime Minister
Oct 29 (Wed) - Trump arrives in Korea and meet with the new President
Oct 30 (Thu) - Trump to meet with Xi
Super Central Bank Week
Oct 29 (Wed) - Bank of Canada rates meeting
Oct 30 (Thu) - FOMC rates meeting, BOJ rates meeting, ECB rates meeting
US - Earnings
Oct 28 (Tue) - V, UNH
Oct 29 (Wed) - MSFT, GOOG, META
Oct 30 (Thu) - AAPL, AMZN, LLY
HK - Earnings
Oct 28 (Tue) - HSBC (0005.HK)、Ping An (2318.HK)、Bank of China (3988.HK)
Oct 29 (Wed) - China Merchants Bank (3968.HK)
Oct 30 (Thu) - Agricultural Bank of China (1288.HK)、ICBC (1398.HK)、China Construction Bank (0939.HK)、CNOOC (0883.HK)、BYD (1211.HK)
About Jadewell Family Office
Jadewell is committed to offering proactive, customized services akin to a “single-family office,” yet within the ease of a “multi-family office” environment.
- HK SFC Licensed (Type 4&9)
- Tailor-Made Investment Advisory Services
- Portfolio Consolidation Across Banks
- Zero Commission Model
- Decades of Experience Across Leading Global Private Banks
Ann Yu
Co-Founder and CEO
Jadewell Family Office
FOR INSTITUTIONAL & PROFESSIONAL CLIENTS ONLY – NOT INTENDED FOR RETAIL CUSTOMER USETHESE ARE NOT STOCK OR PRODUCT RECOMMENDATIONS
This document is intended for informational purposes only. It should not be considered as advice or a recommendation for any specific investment product, strategy, plan feature, or any other purpose in any jurisdiction. It is educational and does not represent a commitment from Jadewell Family Office to participate in any mentioned transactions. Any examples used are generic, hypothetical, and for illustration purposes only.
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