Economy
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]
[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]
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]
[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]
[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]
[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 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]