https://snowballassociates.com/tags/outlook/ Recent content in Outlook on Snowball Associates Hugo -- 0.148.0 en Thu, 27 Jan 2022 17:44:00 +0900 https://snowballassociates.com/market_decision_log/calls/2022/220127_kospi_breaks_below_2700/ Thu, 27 Jan 2022 17:44:00 +0900 https://snowballassociates.com/market_decision_log/calls/2022/220127_kospi_breaks_below_2700/ A brief verification note following the January 2 outlook https://snowballassociates.com/market_decision_log/calls/2022/220102_year-end_review_and_year-ahead_outlook/ Sun, 02 Jan 2022 22:24:00 +0900 https://snowballassociates.com/market_decision_log/calls/2022/220102_year-end_review_and_year-ahead_outlook/ A strategic analysis of the transition from liquidity-driven expansion to bottom-up alpha selection and the inevitable correction in real estate. https://snowballassociates.com/market_decision_log/calls/2021/210223_heated_retail_speculation/ Wed, 03 Feb 2021 22:44:00 +0900 https://snowballassociates.com/market_decision_log/calls/2021/210223_heated_retail_speculation/ A brief market-society note on speculative retail behavior in Korea, as even unemployment benefits are being redirected into equities under the belief that stocks are the only viable path left. https://snowballassociates.com/market_decision_log/calls/2020/200127_year-ahead_outlook/ Mon, 27 Jan 2020 09:44:00 +0900 https://snowballassociates.com/market_decision_log/calls/2020/200127_year-ahead_outlook/ A delayed 2020 outlook covering the Korean general election, U.S. and Korean equity-market strategy, and the post-election trajectory of Seoul and regional real estate. https://snowballassociates.com/market_decision_log/calls/2020/200121_year-end_review/ Tue, 21 Jan 2020 01:20:00 +0900 https://snowballassociates.com/market_decision_log/calls/2020/200121_year-end_review/ A Belated Retrospective on 2019: Verified Calls on Korean Equities, Seoul Real Estate, and the Moon Administration https://snowballassociates.com/market_decision_log/calls/2019/191105_should_you_buy_us_stocks/ Tue, 05 Nov 2019 18:44:00 +0900 https://snowballassociates.com/market_decision_log/calls/2019/191105_should_you_buy_us_stocks/ A market note on the Fed's third consecutive rate cut, skepticism toward the U.S. boom narrative, and the risks Korean retail investors face when crowding into U.S. equities without informational or analytical edge. https://snowballassociates.com/market_decision_log/calls/2019/190802_kospi_breaking_2000/ Fri, 02 Aug 2019 12:01:00 +0900 https://snowballassociates.com/market_decision_log/calls/2019/190802_kospi_breaking_2000/ A market log confirming a prior warning of a substantial correction in Korean equities, with the KOSPI breaching 2,000 amid renewed U.S.-China trade tensions and Japan-related policy risk. https://snowballassociates.com/market_decision_log/calls/2019/190102_buy_large_caps_or_high_dividends/ Wed, 02 Jan 2019 06:50:00 +0900 https://snowballassociates.com/market_decision_log/calls/2019/190102_buy_large_caps_or_high_dividends/ A brief market call marking the resumption of stock recommendations, with an emphasis on value investing, blue-chip prioritization, stop-loss discipline, and defensive positioning through dividend stocks or ETFs. https://snowballassociates.com/market_decision_log/calls/2018/181231_just_buy_and_then_hold/ Mon, 31 Dec 2018 05:39:00 +0900 https://snowballassociates.com/market_decision_log/calls/2018/181231_just_buy_and_then_hold/ A brief market note on the compression of Korean blue-chip valuations, the distinction between trading and investing conditions, and the reappearance of medium- to long-term buying opportunities. https://snowballassociates.com/market_decision_log/calls/2018/181128_year-end_review_and_year-ahead_outlook/ Wed, 28 Nov 2018 01:33:00 +0900 https://snowballassociates.com/market_decision_log/calls/2018/181128_year-end_review_and_year-ahead_outlook/ A Year-Ahead Outlook on Korean equities and real estate, emphasizing market caution, selective long-term entry, and the intensifying polarization between Seoul and regional property markets.