Global Economy
2020 5
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]
2019 4
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 1
KOSPI Breaks Below 2,000: Verification of a Bear-Market Warning and Defensive Reallocation Call
Type: [Follow Up, Investment Memo]
July 1
The Advent of a Transition Era: Strategic Arbitrage in Human Capital
Type: [Thematic Essay, Philosophical Essay]
February 1
The Ontology of Currency and the Fallacy of Decentralization: A Socratic Dialogue
Type: [Thematic Essay]
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 2
December 1
Fed Post-Liftoff Dossier: Employment Distortions, Oil Deflation, and the Macro Path of the KOSPI
Type: [Follow Up, Investment Memo]
June 1
China's Trilemma: The Transparency Crisis and the Structural Failure of Hegemonic Ambitions
Type: [Thematic Essay, Philosophical Essay, Academic Paper]