2019 4

November 1

The Fed Cuts Rates Again: Why Korean Retail Investors Should Be Cautious About Chasing U.S. Stocks Type: [Investment Memo, Follow Up]

August 2

A Macro Call Realized: KOSPI Declines to Test the Low 1900s Type: [Quick Note, Follow Up]
KOSPI Breaks Below 2,000: Verification of a Bear-Market Warning and Defensive Reallocation Call Type: [Follow Up, Investment Memo]

January 1

Market Commentary: Stock Picks for a Value-Driven and Defensive Market [Market Call: BUY] Type: [Quick Note, Investment Memo]

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 2

December 1

Fed Rate Liftoff, KOSPI Range-Bound Volatility, and the Year-End Resolution of Rate-Hike Uncertainty Type: [Follow Up, Investment Memo]

September 1

The Anticipated Reprieve: The Fed's Rate Hike Postponement and Its Implications for the KOSPI Type: [Thematic Essay, Follow Up, Investment Memo]
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