Policy Analysis
2026 1
March 1
Retail Demand for Korean Treasury Bonds and What It Signals for Housing
Type: [Daily Snack, Quick Note]
2025 1
March 1
Under Trump: Tactical Rotation and the Structural Case for Data Infrastructure
Type: [Quick Note, Policy Brief, Investment Memo]
2022 1
October 1
2022 Follow Up Log: Verification Notes on the Structural Downturn in Stocks and Real Estate
Type: [Quick Note, Follow Up, Investment Memo]
2021 7
April 1
[News Roundup] Second Week of April 2021: ESG, Semiconductors, Housing, Global Recovery, and Sector Rotation
Type: [Daily Snack, Quick Note, Policy Brief, Investment Memo, Follow Up]
March 4
[News Roundup] Fifth Week of March 2021: Digital Taxes, the Suez Shock, Cloud Growth, Battery Materials, and Seoul Redevelopment
Type: [Daily Snack, Quick Note, Policy Brief, Investment Memo, Follow Up]
[News Roundup] Fourth Week of March 2021: Rates, Semiconductors, ESG, Logistics, and Sector Rotation
Type: [Daily Snack, Quick Note, Policy Brief, Investment Memo, Follow Up]
[News Roundup] Second Week of March 2021: Stimulus, Inflation, Semiconductors, Banks, Crypto, and Sector Rotation
Type: [Daily Snack, Quick Note, Policy Brief, Investment Memo, Follow Up]
[News Roundup] First Week of March 2021: Stimulus, Semiconductors, Hydrogen, Housing, and Reopening Trades
Type: [Daily Snack, Quick Note, Policy Brief, Investment Memo, Follow Up]
February 2
[News Roundup] Fourth Week of February 2021: Liquidity, Inflation, Semiconductors, Housing, and Reopening Trades
Type: [Daily Snack, Quick Note, Policy Brief, Investment Memo, Follow Up]
[News Roundup] Third Week of February 2021: Crypto Institutionalization, Liquidity, Rates, Semiconductors, Housing, and Reopening Trades
Type: [Daily Snack, Quick Note, Policy Brief, Investment Memo, Follow Up]