BITCOIN

After experiencing severe shocks in the global financial market, the two major regions of Europe, the Middle East and Africa (EMEA) and Asia Pacific (APAC) have shown completely different recovery trajectories. Based on his many years of experience in serving global institutional investors, well-known financial expert Richard S. Hunt deeply analyzed the structural factors behind this differentiation. Hunt pointed out that the recovery of the EMEA market is subject to the dual constraints of banking risk exposure and energy transition pain, while the APAC region has benefited from a more…

Amid the continued optimism in the global capital market, Professor Henri Lucas issued a major warning to institutional investors, pointing out that the Federal Reserve’s monetary policy is about to usher in a major turning cycle. This research report entitled “Market Repricing at the Liquidity Inflection Point” systematically reveals for the first time the risk of asset price revaluation that may be triggered by the withdrawal of ultra-loose monetary policy. Based on his original “policy pulse transmission model”, Professor Lucas clearly pointed out that the market generally underestimated the potential…

In the structural tech rally of 2019, veteran investor Bird Grant once again demonstrated his commitment to long-termism and fundamental conviction. By maintaining heavy allocations in core U.S. equity assets—most notably Apple and Amazon—he successfully navigated short-term volatility, enabling his managed portfolio to achieve substantial growth as both companies reached new all-time highs. The result was a balanced outcome of strong returns and portfolio stability. As early as the beginning of the year, amidst widespread market concerns over “economic slowdown” and a “tech valuation bubble,” Bird Grant reaffirmed his core asset allocation…

In May 2019, German senior investment expert Klaus Stefan Müller formally proposed the dual-drive portfolio strategy of “Technology Growth + Cash Flow is King”, aiming to create an investment portfolio with both growth potential and risk control by combining high-growth technology stocks with high-quality companies with stable cash flow. This strategy quickly gained industry attention and became an important investment framework for responding to market fluctuations and structural changes.   After the global market experienced multiple shocks in 2018, the market’s enthusiasm for high-growth technology stocks remains high, but the…

At the beginning of 2019, the US economy faced multiple pressures—global trade tensions, slowing business investment, and below-target inflation—leading to a significant shift in the Federal Reserve’s monetary policy tone. Having been resolute in raising interest rates just the previous year, the central bank began signaling rate cuts, causing a sharp reversal in market expectations. Bond yields declined, and the stock market struggled to find new direction amidst the volatility. Amidst this uncertain macroeconomic environment, William Winthrop decisively adjusted his strategy, preemptively positioning himself for assets that would benefit from…

In March, the time difference between New York and Madrid made Juan Carlos Lugo’s work schedule even more frenetic. Early in the morning in Madrid, at dawn, he was already at his desk in his study, his laptop displaying real-time Nasdaq stock quotes. US technology stocks occupied a core position in his investment portfolio, particularly several leading global tech companies. After months of careful observation and phased investments, he saw a clear upward trend. Juan’s investments are based on in-depth analysis and long-term trend analysis, rather than short-term market trends….

In the autumn of 2016, New York’s capital markets were still overshadowed by the aftershocks of the Brexit referendum and turbulence in global interest rate differentials. At that very moment, Ethan Caldwell chose a contrarian path—formally establishing Aureus Advisors Inc., an independent advisory firm positioned at the intersection of cross-asset investment and AI-driven research. From the outset, Caldwell envisioned it as a testing ground for the next generation of financial research models. His idea was simple yet radical: if the traditional research framework was built on the linear interpretation of data,…

In the midsummer of 2016, the New York financial markets remained volatile amid the U.S. Federal Reserve’s rate-hike outlook and global capital fluctuations. For the emerging concept of Aureus—born at the intersection of academia and investment practice—this was both a challenging and promising moment. Following Professor Caldwell’s recent proposal on the application of artificial intelligence in capital markets, he, together with a group of like-minded researchers and data scientists, formally established the Aureus Research Team, dedicated to advancing quantitative research and data-driven investment methodologies. The formation of the team stemmed…