North America
2019 3
August 1
KOSPI Breaks Below 2,000: Verification of a Bear-Market Warning and Defensive Reallocation Call
Type: [Follow Up, Investment Memo]
July 1
The Advent of a Transition Era: Strategic Arbitrage in Human Capital
Type: [Thematic Essay, Philosophical Essay]
2018 1
April 1
China's U.S. Treasury Divestment: A Geopolitical Bluff or Strategic Suicide?
Type: [Daily Snack, Quick Note, Thematic Essay]
2017 1
May 1
Reflection on Fundamentals of Money: Monetary Theoretical Thoughts on Cryptocurrency and Fiat Currency
Type: [Thematic Essay, Philosophical Essay]
2016 1
December 1
Fed Post-Liftoff Dossier: Employment Distortions, Oil Deflation, and the Macro Path of the KOSPI
Type: [Follow Up, Investment Memo]
2015 5
December 1
Fed Rate Liftoff, KOSPI Range-Bound Volatility, and the Year-End Resolution of Rate-Hike Uncertainty
Type: [Follow Up, Investment Memo]
November 1
U.S. Strategic Engagement in Tunisia: A Geopolitical Gambit for the African Frontier
Type: [Daily Snack, Quick Note, Policy Brief]
September 3
The Inflation of College Degrees, the Declining Utility of Higher Education, and the Future of Employable Majors
Type: [Thematic Essay, Policy Brief]
The Anticipated Reprieve: The Fed's Rate Hike Postponement and Its Implications for the KOSPI
Type: [Thematic Essay, Follow Up, Investment Memo]
Will the Federal Reserve Raise Rates in September, and How Would U.S. Tightening Affect Korean Equities?
Type: [Thematic Essay, Investment Memo]