Vol 47 - Did You Take a Quick Shot Today? | Jadewell Family Office Investment Newsletter
- Ann Yu
- 2 hours ago
- 5 min read
February 1, 2026
The first month of 2026 has already blazed past us! 🔥
I’m from Taiwan, where there’s a famous heartbreak ballad called “Wrapped in Gold and Silver.”
One of its most iconic lines goes:
“Other people’s lives are wrapped in gold and silver; mine isn’t worth a thing.” 🎤😢
And this line fits the investment world perfectly.
Anyone who missed the recent gold and silver rally could probably cry‑sing their own version of that song — at least until last Thursday, before the new Fed Chair nomination flipped the script:
“Other people’s portfolios are wrapped in gold and silver; mine isn’t worth a thing.” 📉
Buying is easy. Selling is mastery.
Anyone can chase a rally as long as they have the guts to hit “Buy.”
But knowing when to sell - that’s where true mastery begins.
The wild swings in precious metals and other assets lately have been the perfect battleground. ⚔️
Every spike and every plunge feels like the market asking:
“Do you really know what you’re doing?” 🫵
Long-term? Short-term?
When chatting with clients, everyone says they grew up being taught that “long-term investing is the only correct way,” and that we should all worship Buffett.
But the reality is…market sentiment often forces you into short-term moves.
Especially for disciplined investors:
🎯 Pirce hits your target price → Take profit
🛑 Price hits your stop-loss → Cut it cleanly
In a highly volatile market, these disciplined actions look like short-term trading.
But is that really speculation?
Or is it simply proper risk management?
This week, we’re sharing a few observations from recent market action - just to spark some thoughts.
Contents of This Week's Newsletter
Family Office Buzz | |
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Next Week | |
Social Media |
【Family Office Buzz】Did You Take a Quick Shot Today?
My irresponsible statistics - industry friends, please don't hurt me
Here’s a quick observation from attending several investment outlook conferences recently.
Have you noticed that some firms love emphasizing the importance of “Stay Invested”?
They’ll show you chart after chart:
“Look, look! If you panic‑sold at the bottom, your annual return would drop by this much!”
“But if you stayed invested, once the market rebounded, you’d earn that much!”
Based on my completely unscientific statistics: the more a company talks about “Stay Invested,” the more their performance probably needs to catch up.
To be clear - I’m definitely not against long‑term investing. History has proven its importance again and again.
But history, while it often rhymes, never repeats in the exact same tune.
Faith vs. Discipline
Especially now - when the most influential force (you know who… the U.S. President) can pull multiple TACO‑style U‑turns in a single day - I genuinely believe that instead of clinging to long‑term investing as a belief, it’s far more practical to stick to discipline:
💰 Take profit when your target is hit
✂️ Cut losses decisively when your stop is triggered
🔜 Even if it looks like short‑term trading, it’s still better than blind stubbornness
Common investor mind traps
From my investment advisory work, here are a few recurring psychological traps I see all the time:
1) Sold too early. Never buying it again! 😤
“I bought NVDA at 100, sold at 120, and then it ran to 190. I’m so mad - I’m never touching it again!”
🧐What I'm trying to say
A stock is a stock.
It’s not your ex.
Breaking up today doesn’t mean you can’t get back together tomorrow.
If new catalysts appear, you can absolutely fall in love again.
Don’t let one beautiful profit‑taking moment block your next opportunity.
2) I'm stuck. I must wait. ⏳
“I bought MSFT at the top and now I’m underwater. I have to wait for it to return home.”
🧐What I'm trying to say
A stock is a stock.
It’s not a long‑lost lover galloping home on horseback.
No one said you must earn your money back from the same stock. Switch to something with better upside - profit is profit, no matter where it comes from.
Don’t let a runaway lover stop you from meeting your next potential star.
3) I don't want to look like an idiot. 👀
“I hold a bond issued by New World. If I sell today and it rebounds tomorrow, won’t I look stupid?”
🧐What I'm trying to say
Running into "a man with flexible morals" isn’t scary.
What’s scary is still waiting for him to come back.
If you’re worried about what others think when you trade a bond, do you also put on full makeup just to eat at the McDonald's?
At this point, the tone of this week’s newsletter has completely derailed. Thankfully, the readership isn’t huge - so I’ll stop here.
In any case, feel free to drop by Jadewell Family Office anytime to chat about investing. We’re always here for a good conversation - and a good reality check.
【Next Week】Key Events to Watch in the Week Ahead
Central Banks
Feb 3 (Tue) - Reserve Bank of Australia Rates Decision
Feb 5 (Thu) - European Central Bank Rates Decision
US - Eco Data
Feb 6 (Fri) - US Non-Farm Payroll, Unemployment Rate (Jan)
US - Earnings
Feb 2 (Mon) - DIS, PLTR
Feb 3 (Tue) - MRK, PFE, AMD
Feb 4 (Wed) - LLY, GOOG, QCOM
Feb 5 (Thu) - AMZN
【Social Media】Topics from Jadewell's Social Media
【From Clawdbot to Moltbot: How a Lobster Sparked a Local AI Revolution】🦞
The hottest thing in tech lately isn’t a new chip — it’s a lobster!
This “lobster” refers to a newly launched local AI assistant originally named #Clawdbot (claw = lobster claw). But because the name sounded a bit too much like Anthropic’s #Claude, it was forced to rebrand.
Its founder, Peter Steinberger, took it in stride and simply renamed it #Moltbot (“molt” = shedding a shell), giving it a nice rebirth‑from‑the‑ashes vibe.
Here’s a quick roundup of the key things you should know. 👉 Facebook (Chinese) / Instagram (English)
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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