Verification
2019 2
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]
2017 1
June 1
Ethereum's Flash Crash: 319 USD to 10 Cents — A Warning on the Instability of Virtual Currencies
Type: [Quick Note, Thematic 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]
2015 1
December 1
Fed Rate Liftoff, KOSPI Range-Bound Volatility, and the Year-End Resolution of Rate-Hike Uncertainty
Type: [Follow Up, Investment Memo]
2011 1
May 1
Geopolitical Liquidation and Equity Correlation: Macro-Driven Thesis on Hyundai Steel
[Market Call: BUY]
Type: [Daily Snack, Policy Brief, Investment Memo]