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2025-07-14
The recently passed "One Big Beautiful Bill Act” is considered the signature legislative achievement of Donald Trump’s second term. This comprehensive bill integrates tax reform, national defense, border security, social welfare, and energy policy. Key provisions include: extending and expanding TCJA-related tax cuts and investment incentives, significantly increasing defense and border security spending, cutting back on welfare programs such as Medicaid and food assistance, and shifting energy and environmental policy to support fossil fuel development. The bill is projected to boost U.S. real GDP growth to 0.9% in 2026, though its tax cuts and subsidy reductions are expected to intensify social divisions across the country.
# Macroeconomics
# USA
# Consumption
# Manufacturing Industry
# Editor's Pick
Over the past two weeks, oil prices edged higher, supported by tightening supply-demand conditions in the spot market. The continued decline in U.S. rig counts has partially offset the supply pressure from OPEC’s expanded production. Going forward, attention should be paid to tariff policy developments and U.S. refined product demand data.
# Financial Products
# Investment Analysis
# fiisual lab
2025-07-08
After the United States passed the stablecoin legislation (Genius Act), other countries have also started advancing their own stablecoin-related regulations. Stablecoins are cryptocurrencies pegged to other assets. This article outlines the four main types of stablecoins: fiat-backed, crypto-backed, algorithmic, and commodity-backed. It also highlights the two leading stablecoins, USDT and USDC. Lastly, the article analyzes how major payment institutions—such as Visa, Mastercard, and PayPal—are responding to the adoption of stablecoins in real-world applications.
# News
Tesla officially launched its Robotaxi pilot program on June 22, 2025 (U.S. time). The service is accessed through a proprietary mobile app, allowing riders to request rides based on their needs while offering a more personalized in-car experience. The pilot received generally positive feedback, with praise for its smooth rides and ability to respond to ambulances and detect traffic violations in real time.Despite showcasing multiple technical strengths, there were still several incidents involving system glitches and operational errors. This article also compares Tesla’s Robotaxi with competitors such as Waymo and Zoox in terms of commercialization progress. Unlike other players, Tesla has built an end-to-end autonomous driving system with high scalability, which supports faster deployment and significantly lowers per-vehicle costs.
# Stocks
2025-06-30
How to Read a 13F Report? This article offers a detailed breakdown of the different types of 13F filings and explains how investors can use the publicly available data to support their investment decisions. Key takeaways include tracking industry trends or popular stocks, monitoring changes in institutional AUM, and identifying which sectors are favored by different types of investors. Once investors have defined their own targets and preferences, leveraging 13F reports effectively can significantly improve their chances of success.
# Financial Lessons
# Investment
# Investment Strategy
# Mutual Funds
# ETFs
# Chip Analysis
Over the past two weeks, market trading has centered around the Israel-Iran conflict. Initially, oil prices surged after Iran passed a bill to close the Strait of Hormuz. However, following the announcement of a ceasefire agreement between the two nations, the geopolitical risk premium quickly dissipated, leading to a sharp 15% drop in oil prices.
2025-06-16
Over the past two weeks, oil prices have surged by approximately 17%, primarily driven by two major catalysts: the warming of China–U.S. trade negotiations and the outbreak of conflict between Israel and Iran. However, the EIA’s latest data showed a significant and unexpected build in refined product inventories, casting doubt on whether the U.S. driving season is truly boosting demand, and raising concerns for oil prices moving forward.
2025-06-04
Bridgewater Associates is one of the largest hedge funds in the world, renowned for its unique investment strategies and long-term, consistent performance. It holds a significant and influential position in the financial industry. This article shares the story behind Bridgewater’s founding, its investment approach, and the background of its founder, Ray Dalio. It also examines Bridgewater’s latest 13F filing to analyze its current holdings and infer its present investment outlook.
On May 3rd of this year, Warren Buffett officially announced at Berkshire Hathaway’s annual shareholders meeting that he will be retiring by the end of the year. He also named Greg Abel as his successor and the company’s next CEO. This article reviews Buffett’s investment philosophy and Berkshire Hathaway’s investment approach, while also briefly introducing the background of incoming CEO Greg Abel.
# Long-term Investment
UC Capital is the Taiwanese firm that purchased the commemorative ball marking Shohei Ohtani’s 50 homers and 50 steals in a single season. Headquartered in Taipei, it is a quantitative proprietary trading firm. By focusing on high-frequency proprietary trading of Taiwanese stocks, ETFs, and derivatives, the firm—operating as a single quant fund—has become one of the leading institutional players in Taiwan’s financial markets. This article provides a brief introduction to the company and its investment strategies, along with an overview of its corporate culture and its strong performance in recent years.
# Taiwan
