Forecast
2020 5
February 1
Soaring Seoul Home Prices Push Presale Rights Higher: Credit Controls, Cash Barriers, and the Collapse of Housing Mobility
Type: [Quick Note, Policy Brief]
January 1
A Belated Year-Ahead Outlook on Equities & Real Estate (2020)
[Market Call: OVERWEIGHT, BUY]
Type: [Investment Memo, Policy Brief]
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]
February 1
The Ontology of Currency and the Fallacy of Decentralization: A Socratic Dialogue
Type: [Thematic Essay]
January 1
Market Commentary: Stock Picks for a Value-Driven and Defensive Market
[Market Call: BUY]
Type: [Quick Note, Investment Memo]
2018 2
December 1
First Time Logging Into My Brokerage Account in Almost a Year: Large-Cap Compression and Emerging Long-Term Entry Points
[Market Call: BUY]
Type: [Quick Note, Investment Memo]
November 1
Year-End Review (2018) and Year-Ahead Outlook (2019) on Equities & Real Estate
Type: [Investment Memo, Thematic Essay, Follow Up]
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
December 1
Fed Post-Liftoff Dossier: Employment Distortions, Oil Deflation, and the Macro Path of the KOSPI
Type: [Follow Up, Investment Memo]