2025/6/16
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.
2025/6/4
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.
2025/6/4
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.
2025/6/4
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.
2025/6/4
Whether it's DRAM for short-term data buffering or Flash for long-term data storage, memory has become an essential building block in electronic systems. This article introduces the two major categories of memory—volatile and non-volatile—and explains their respective characteristics and application scenarios. It concludes with an overview of prominent memory companies in Taiwan and around the world, analyzing their current production capacities as well as potential future trends and outlooks.