BedRock
A short story of BEDROCK
Bad luck? It is quite obvious that the timing of our establishment couldn’t have been worse. We resigned from our original company in the...
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BedRock
Jul 1, 20236 min read
July Monthly Investment Report & Half-year Report
Market Review: Domestic recovery is weaker than expected; The US recession that was expected did not happen; Rate hikes have not ended...
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BedRock
Jun 1, 20235 min read
Monthly Investment Report -202306
Market Review: Domestic recovery is weakening, the room for U.S. interest rate rises is not large, and AI is the biggest structural...
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BedRock
Jun 1, 20235 min read
Monthly Investment Report -202305
Market Review: Domestic recovery is weakening, the room for U.S. interest rate rises is not large, and AI is the biggest structural...
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BedRock
Apr 30, 20235 min read
Monthly Investment Report -202304
Market Review: Domestic gradual recovery, regional financial risk and inflation decline slowly putting the Fed in a dilemma, AI is the...
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BedRock
Apr 17, 20231 min read
Some thoughts about AI
We firmly believe that AI has a huge and far-reaching impact on this era, so it is necessary for us to conduct in-depth research and...
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BedRock
Apr 4, 20238 min read
Some thoughts about AI LLM
Since the open access of ChatGPT, the development of the AI field has been rapidly evolving, and the release of GPT-4 has further...
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BedRock
Mar 31, 20235 min read
Monthly Investment Report -202303
Market Review: Domestic economic recovery is weaker than expected, and overseas inflation decline is slower than expected The domestic...
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BedRock
Mar 6, 20237 min read
ChatGPT Research and Investment Speculations.
ChatGPT has been hot for a long time, and we have done some research to understand its investment opportunities. We share our findings...
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BedRock
Feb 28, 20234 min read
Monthly Investment Report -202302
Market Review: Domestic recovery is weaker than expected, overseas tightening likely coming to an end, and AI is the biggest structural...
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BedRock
Jan 31, 20234 min read
Monthly Investment Report -202301
Market review: Overseas inflation fell as expected, the Federal Reserve’s interest rate hike slowed down as expected, and domestic...
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BedRock
Jan 7, 202315 min read
Investment Outlook Essay for 2023
2022 Summary and Random Thoughts Don't overestimate your ability to predict the future. Looking back at the outlook for 2022 at the...
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BedRock
Dec 31, 20227 min read
Monthly Investment Report -202212
Market review In the domestic market, it was previously mentioned that only the policies in macro leverage and adjustments in epidemic...
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BedRock
Nov 30, 20226 min read
Monthly Investment Report -202211
Market review In the domestic market, the epidemic occurred frequently in various places in October, which continued to cause some...
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BedRock
Oct 31, 20226 min read
Monthly Investment Report -202210
Market review The performance of the domestic market is generally in line with expectations. Under the guideline of ‘anti-epidemic first...
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BedRock
Oct 16, 202212 min read
Some thoughts on investment methodology and pricing issues
Continuing from the four previous articles on "Some Thoughts on Inflation," "Some Thoughts on Interest Rates," "Some Thoughts on Exchange...
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BedRock
Oct 10, 202212 min read
Some thoughts on investment area selection
Following the previous three articles "Some thoughts on inflation issues", "Some thoughts on interest rate issues", and "Some thoughts on...
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BedRock
Oct 9, 202210 min read
Some Thoughts on Exchange Rate Issues
Continuing from the previous two articles "Thoughts on Inflation Issues" and "Thoughts on Interest Rate Issues", we have also done some...
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BedRock
Oct 3, 20226 min read
Some Thoughts on the Interest Rate
Following our previous article "Some Thoughts on the Inflation Problem," we have attempted to research and reflect on another...
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BedRock
Oct 2, 20226 min read
Some Thoughts on Inflation
Recently, the issue of inflation has been a core concern for global investors. While we are not macroeconomists, our investment approach...
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