2022 1

October 1

2022 Follow Up Log: Verification Notes on the Structural Downturn in Stocks and Real Estate Type: [Quick Note, Follow Up, Investment Memo]

2020 3

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 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]

2018 1

November 1

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