https://snowballassociates.com/studies/stem/ Recent content in STEM on Snowball Associates Hugo -- 0.148.0 en Sat, 10 Apr 2021 00:00:00 +0900 https://snowballassociates.com/works/light_format/2021/210410_news_roundups/ Sat, 10 Apr 2021 00:00:00 +0900 https://snowballassociates.com/works/light_format/2021/210410_news_roundups/ A weekly macro-clipping note covering vaccine divergence, ESG and green-finance momentum, semiconductor shortages, platform competition, housing and household debt, shipping and commodity reflation, and the sectoral implications for Korean and global markets. https://snowballassociates.com/works/light_format/2021/210331_news_roundups/ Tue, 30 Mar 2021 00:00:00 +0900 https://snowballassociates.com/works/light_format/2021/210331_news_roundups/ A weekly macro-clipping note covering U.S. digital-tax retaliation, the Suez Canal bottleneck, automotive-semiconductor shortages, fintech and cloud expansion, EV battery materials, biotech approvals, 5G exports, and redevelopment in Seoul. https://snowballassociates.com/works/light_format/2021/210327_news_roundups/ Sat, 27 Mar 2021 00:00:00 +0900 https://snowballassociates.com/works/light_format/2021/210327_news_roundups/ A weekly macro-clipping dossier covering inflation and rates, semiconductors and 5G, shipping and Suez disruption, ESG and carbon-cost pressure, retail and logistics competition, housing and alternative assets, and the sectoral implications for Korean and global markets. https://snowballassociates.com/works/light_format/2021/210311_news_roundups/ Thu, 11 Mar 2021 00:00:00 +0900 https://snowballassociates.com/works/light_format/2021/210311_news_roundups/ A weekly macro-clipping dossier covering U.S. stimulus and labor recovery, China’s export and technology push, food inflation, rising rates and bank stocks, semiconductor bottlenecks, platform regulation, crypto institutionalization, and the sector implications for Korean and global markets. https://snowballassociates.com/works/light_format/2021/210306_news_roundups/ Sat, 06 Mar 2021 00:00:00 +0900 https://snowballassociates.com/works/light_format/2021/210306_news_roundups/ A weekly macro-clipping dossier covering U.S. stimulus and savings, China’s semiconductor and technology push, inflation and commodities, hydrogen and EV themes, housing and fiscal policy, reopening consumption, and the sector implications for Korean and global markets. https://snowballassociates.com/works/light_format/2021/210227_news_roundups/ Sat, 27 Feb 2021 00:00:00 +0900 https://snowballassociates.com/works/light_format/2021/210227_news_roundups/ A weekly macro-clipping dossier covering global liquidity expansion, inflation and rate pressure, semiconductors and hydrogen, reopening and cyclical trades, housing and household leverage, platform regulation, and the sector implications for Korean and global markets. https://snowballassociates.com/works/light_format/2021/210220_news_roundups/ Sat, 20 Feb 2021 00:00:00 +0900 https://snowballassociates.com/works/light_format/2021/210220_news_roundups/ A weekly macro-clipping dossier covering crypto entering mainstream finance, U.S. and Korean liquidity and rate dynamics, semiconductors and EV supply chains, housing and household leverage, reopening consumption, logistics, and the sector implications for Korean and global markets. https://snowballassociates.com/works/light_format/2021/210210_news_roundups/ Thu, 11 Feb 2021 00:00:00 +0900 https://snowballassociates.com/works/light_format/2021/210210_news_roundups/ A weekly macro-clipping dossier covering brand-driven asset bubbles, Bitcoin’s institutionalization, ETF and pension-account flows, banking and insurance valuation, semiconductors and EV materials, reopening consumption, and the sector implications for Korean and global markets. https://snowballassociates.com/works/light_format/2021/210205_news_roundups/ Sat, 06 Feb 2021 00:00:00 +0900 https://snowballassociates.com/works/light_format/2021/210205_news_roundups/ A weekly macro-clipping dossier covering semiconductor bottlenecks and M&A, China and U.S. policy friction, EV and OLED supply chains, hydrogen and auto-parts transition, large-cap market concentration, real-estate policy expansion, and the sector implications for Korean and global markets. https://snowballassociates.com/works/light_format/2021/210129_news_roundups/ Sat, 30 Jan 2021 00:00:00 +0900 https://snowballassociates.com/works/light_format/2021/210129_news_roundups/ A weekly macro-clipping dossier covering the normalization of COVID risk in markets, semiconductors and supply-chain nationalism, short-selling controversy, ESG and green-finance expansion, telecom and AI rerating themes, and the policy implications for Korean equities and housing. https://snowballassociates.com/works/light_format/2021/210123_news_roundups/ Sat, 23 Jan 2021 00:00:00 +0900 https://snowballassociates.com/works/light_format/2021/210123_news_roundups/ A weekly macro-clipping dossier covering food inflation, ESG and green-finance momentum, automotive-semiconductor shortages, U.S.-China policy shifts, housing and credit regulation, OTT and webtoon platform expansion, and the sector implications for Korean and global markets. https://snowballassociates.com/structural_commentary/macro_trends/2015/150924_inflation_of_college_degrees_and_the_diminishing_marginal_utility_of_higher_education/ Thu, 24 Sep 2015 11:35:00 +0900 https://snowballassociates.com/structural_commentary/macro_trends/2015/150924_inflation_of_college_degrees_and_the_diminishing_marginal_utility_of_higher_education/ A structural analysis of degree inflation, the erosion of university credential value, the rise of STEM demand, and the long-term bifurcation of education and labor-market pathways.