2020 6

January 2

A Belated Year-Ahead Outlook on Equities & Real Estate (2020) [Market Call: OVERWEIGHT, BUY] Type: [Investment Memo, Policy Brief]
Year-End Review on Equities & Real Estate (2019) Type: [Follow Up, Investment Memo]

2019 3

November 1

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

July 1

The Advent of a Transition Era: Strategic Arbitrage in Human Capital Type: [Thematic Essay, Philosophical Essay]

February 1

The Ontology of Currency and the Fallacy of Decentralization: A Socratic Dialogue Type: [Thematic Essay]

2018 2

November 1

Year-End Review (2018) and Year-Ahead Outlook (2019) on Equities & Real Estate Type: [Investment Memo, Thematic Essay, Follow Up]

January 1

Hong Nam-ki, Virtual Currency Exchanges, and the Speculative Mislabeling of Cryptocurrency Type: [Policy Brief, Quick Note, Thematic Essay]

2017 2

June 1

Ethereum's Flash Crash: 319 USD to 10 Cents — A Warning on the Instability of Virtual Currencies Type: [Quick Note, Thematic Essay]

May 1

Reflection on Fundamentals of Money: Monetary Theoretical Thoughts on Cryptocurrency and Fiat Currency Type: [Thematic Essay, Philosophical Essay]

2016 1

June 1

China's Trilemma: The Transparency Crisis and the Structural Failure of Hegemonic Ambitions Type: [Thematic Essay, Philosophical Essay, Academic Paper]
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