Note for reviewers: This page is provided in English for your convenience. I am a content creator based in Taiwan and primarily publish for a Traditional Chinese audience. Most of my website, newsletters, and public content are written in Traditional Chinese.
About the creator
I’m Birdy
鳥哥講投資
Taiwan-based investment educator. Dual master’s (Taiwan & US), MBA. Former bank deputy manager. I teach technical analysis in person and online, publish free market education for Traditional Chinese readers, and run free newsletters with about 300 subscribers on Substack (@birdlovestrade).
Education & finance career
Dual master’s degrees (Taiwan & United States), including an MBA; banking management associate track; former bank deputy manager.
Media credentials
Full-page interview in Trade Magazine (經貿透視雙週刊) No.577; guest expert on ETtoday Finance Cloud national TV; articles in Business Weekly Wealth, Smart Monthly, StockFeel, Commercial Times, and more (many early pieces published under the previous pen name「理財學長」).
What I run
Free daily US Market Brief; free technical analysis newsletter on Substack (@birdlovestrade) (~300 subscribers); in-person / corporate training; and 1-on-1 chart coaching. Education only — not investment advice or signals.
Public profile (identity check)
https://substack.com/@birdlovestrade — same brand name as this site (birdlovestrade).
Where subscribers come from
Organic followers on social media and readers on Vocus (a Taiwanese blog platform like Medium) — not purchased lists. They opt in via my public content and website forms.
Public channels: Threads , Instagram , Facebook (brand) , Facebook (personal) , Vocus salon .
About my names:「理財學長」was my previous pen name used in earlier media interviews, TV appearances, and published articles. I now create as 鳥哥 / 鳥哥講投資 (Birdy). Same person—only the brand name changed. (If a search returns “Mr.R 鳥哥”, that is a different creator and is not me.)
Why I use Sender
What I will do with Sender
I use Sender to deliver a free, educational email newsletter for Traditional Chinese readers in Taiwan—not for scams, phishing, paid signals, or unsolicited spam.
- Product: free daily US Market Brief (美股早報)—overnight US market and macro highlights, calendar items, and publicly discussed viewpoints, written in Traditional Chinese.
- Where subscribers come from: real people who already follow my public content on social media and Vocus (a Taiwanese blog platform like Medium), then opt in themselves (website form / consent flow). I do not buy email lists or scrape contacts. Every email includes an unsubscribe link.
- Content type: investment education and information summary only. Not stock tips, not guaranteed returns, not payment collection via email.
List acquisition channels
Public profiles reviewers can open (same brand / operator as this site):
Public record
Magazine interview
Full-page personal interview in Trade Magazine (經貿透視雙週刊) No.577. Legal name is redacted in the public crop.
TV appearances · guest expert
Invited as a guest expert on ETtoday Finance Cloud’s program 雲端好生活, covering US ETFs, overseas brokers, asset allocation, and crypto education. Each screenshot is shown full width below for clear review.
Published work
Articles in major finance media
I’ve written investment-education articles published across major Traditional Chinese finance platforms. The articles listed below were published under the pen name 「理財學長」. Titles below are English translations for review; original Chinese articles are linked.
Identity note: The magazine interview and TV program screenshots in the section above are of me in person and can be used to verify that the author of these「理財學長」articles is the same person as Birdy (鳥哥講投資).
Business Weekly Wealth · 商周財富網
Smart Monthly · Smart 自學網
StockFeel · 股感
- 2022.01.09 · Similar holdings, passive management: how to choose between VTI and VV
- 2021.12.09 · What is an IEO, and how can beginners take part?
- 2021.10.21 · Hidden liquidity in ETFs, explained in plain language
- 2021.09.13 · Three crypto market trends investors should understand
- 2021.07.22 · When the 4% rule no longer fits: safer withdrawal approaches
- 2021.05.24 · EV themes and related ETFs (part 1 of 3)
- 2021.05.03 · Can you still invest when markets look expensive?
Commercial Times · 工商時報
- 2021.09.26 · How much do you need for retirement? Calculating a FIRE target
- 2021.05.13 · When markets crash: what steady long-term investors should focus on
- 2021.03.30 · Risks to understand before investing in ARK-style thematic ETFs
- 2021.03.24 · The power of passive investing vs. active Wall Street managers
- 2021.03.17 · Buffett’s recommended passive ETF and long-term compounding
Zombit · 桑幣筆記 (column)
- 2022.01.21 · Dual investment products explained in plain language
Teaching record
In-person classes & training photos
Real classroom and workshop photos from my technical analysis / investment education sessions. These document that I teach live audiences—not only online content.
