Disclaimer: Post references personal opinion only and are not intended to be investment advice. Seek a duly licensed professional for investment advice.

My friend asked me yesterday, “Where do you get your trading ideas from?”

I know many people who get their ideas from news sources like CNBC, Bloomberg, and crowd-generated sources like Motley Fools, Seeking Alpha, MarketWatch, YouTube videos, Podcasts, and even Reddit… I guess it would be helpful for me to share my process with you.

I’d breakdown my process into 3 simple parts:

  1. Develop unapparent “themes” based off what’s happening in the world or economy.
  2. Connect the…


Disclaimer: Post references personal opinion only and are not intended to be investment advice. Seek a duly licensed professional for investment advice.

In an imaginary ideal world, where stock returns are the same every year, I would totally own 100%+ equity (over 100% because I will buy as much as I can through maximum leverage) in the highest return-yielding investments such as the biggest names in tech. because returns are guaranteed. However, we don’t live in that world. …


Disclaimer: Post references personal opinion only and are not intended to be investment advice. Seek a duly licensed professional for investment advice.

Today marks the end of week 1. Rough week for all of us who didn’t board the $GME train and gamble with Wallstreetbets. Given the whole retail vs. institutional investors saga that’s going on, I resonate with the feeling that it really isn’t easy for retail investors like myself to make decent profits with the stock market. I agree that the hedge funds deserved it and had it coming with the aggressive 100%+ short positions of Gamestop stock.


Disclaimer: Post references personal opinion only and are not intended to be investment advice. Seek a duly licensed professional for investment advice.

2020. What a wild year in our lifetime. I’m sure it was an unforgettable for everyone in all kinds of ways — Prayers to those whose lives were impacted by the pandemic in any kind. Retrospectively, there are many lessons to be learned from 2020 — both in public health (yes, masks did work for the societies who wore it) and in finance.

我相信2020對大部分人真的是很艱難又會很難遺忘的一年,希望所有被新冠病毒影響的人都能夠在未來的時間可以過得更好。重溫了一下,去年一整年真的有很多值得我學習的地方,不管是公共衛生方面也好,理財與投資方面也好。

I started last year expecting steady economic growth and by mid-January I quickly realized…

Jefinancial Analysis 傑夫財經分析

Instagram: @Jefinancial Education: BA Econ, MBA & Student Investment Fund Portfolio Manager @ USC. Passionate about Financial Analysis / M&A / Investing

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