Post-Mortem Analysis
2022 2
October 1
2022 Follow Up Log: Verification Notes on the Structural Downturn in Stocks and Real Estate
Type: [Quick Note, Follow Up, Investment Memo]
January 1
KOSPI Breaks Below 2,700: Verification of the 2022 Structural Downturn Call
Type: [Follow Up, Quick Note]
2020 3
March 2
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]
Retail Investors Attempting to Catch a Falling Knife: A Mid-Crash Audit of Margin Debt, Forced Liquidations, and Cash-Rich Inflows in Korean Equities
[Market Call: Hold, Overweight]
Type: [Investment Memo, Follow Up]
January 1
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]
August 2
A Macro Call Realized: KOSPI Declines to Test the Low 1900s
Type: [Quick Note, Follow Up]
KOSPI Breaks Below 2,000: Verification of a Bear-Market Warning and Defensive Reallocation Call
Type: [Follow Up, Investment Memo]
2018 1
November 1
Year-End Review (2018) and Year-Ahead Outlook (2019) on Equities & Real Estate
Type: [Investment Memo, Thematic Essay, Follow Up]