Macro Trends: Politics and Economy | Snowball Associates

Stock Market

Interest Rates

Real Estate Market

2021 ¹²

March ⁴

[News Roundups] Second Week of March 2021: Stimulus, Inflation, Semiconductors, Banks, Crypto, and Sector Rotation Type: [News Roundup, Daily Snack, Quick Note, Policy Brief, Investment Memo, Follow Up] 2021-03-11 00:00 +0900

[News Roundups] First Week of March 2021: Stimulus, Semiconductors, Hydrogen, Housing, and Reopening Trades Type: [News Roundup, Daily Snack, Quick Note, Policy Brief, Investment Memo, Follow Up] 2021-03-06 00:00 +0900

February ⁵

[News Roundups] Fourth Week of February 2021: Liquidity, Inflation, Semiconductors, Housing, and Reopening Trades Type: [News Roundup, Daily Snack, Quick Note, Policy Brief, Investment Memo, Follow Up] 2021-02-27 00:00 +0900

[News Roundups] Third Week of February 2021: Crypto Institutionalization, Liquidity, Rates, Semiconductors, Housing, and Reopening Trades Type: [News Roundup, Daily Snack, Quick Note, Policy Brief, Investment Memo, Follow Up] 2021-02-20 00:00 +0900

[News Roundups] Second Week of February 2021: Tesla, Bitcoin, Liquidity Rotation, Financials, and Consumer Reopening Themes Type: [News Roundup, Daily Snack, Quick Note, Policy Brief, Investment Memo, Follow Up] 2021-02-11 00:00 +0900

[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] 2021-02-06 00:00 +0900

Going All-In on Stocks with Even Unemployment Benefits [Market Call: UNDERWEIGHT, SELL] Type: [Quick Note] 2021-02-03 22:44 +0900

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] 2021-01-30 00:00 +0900

[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] 2021-01-23 00:00 +0900

2020 ¹

March ¹

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] 2020-03-30 18:49 +0900

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