Market Research
2021 12
February 5
[News Roundups] First Week of February 2021: Semiconductors, EV Supply Chains, Real Estate Policy, and Large-Cap Market Leadership
Type: [News Roundup, Daily Snack, Quick Note, Policy Brief, Investment Memo, Follow Up]
Going All-In on Stocks with Even Unemployment Benefits
[Market Call: UNDERWEIGHT, SELL]
Type: [Quick Note]
January 2
[News Roundups] Fifth Week of January 2021: COVID Endemicity, Semiconductors, Short Selling, ESG, and Real-Estate Policy
Type: [News Roundup, Daily Snack, Quick Note, Policy Brief, Investment Memo, Follow Up]
[News Roundups] Fourth Week of January 2021: ESG, Semiconductors, Housing, Global Recovery, and Sector Rotation
Type: [News Roundup, Daily Snack, Quick Note, Policy Brief, Investment Memo, Follow Up]
2020 3
March 2
COVID-19 Crash Dossier: Real-Time Market Notes on the KOSPI Collapse, Bottom-Fishing Calls, and the Pension Fund Shield
[Market Call: HOLD, OVERWEIGHT]
Type: [Follow Up, Investment Memo]
Retail Investors Attempting to Catch a Falling Knife: A Mid-Crash Audit of Margin Debt, Forced Liquidations, and Cash-Rich Inflows in Korean Equities
[Market Call: Hold, Overweight]
Type: [Investment Memo, Follow Up]
February 1
Soaring Seoul Home Prices Push Presale Rights Higher: Credit Controls, Cash Barriers, and the Collapse of Housing Mobility
Type: [Quick Note, Policy Brief]
2018 2
December 1
First Time Logging Into My Brokerage Account in Almost a Year: Large-Cap Compression and Emerging Long-Term Entry Points
[Market Call: BUY]
Type: [Quick Note, Investment Memo]
November 1
Year-End Review (2018) and Year-Ahead Outlook (2019) on Equities & Real Estate
Type: [Investment Memo, Thematic Essay, Follow Up]
2017 1
May 1
Reflection on Fundamentals of Money: Monetary Theoretical Thoughts on Cryptocurrency and Fiat Currency
Type: [Thematic Essay, Philosophical Essay]