Investment Rationale
2019 5
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]
February 1
The Ontology of Currency and the Fallacy of Decentralization: A Socratic Dialogue
Type: [Thematic Essay]
January 1
Market Commentary: Stock Picks for a Value-Driven and Defensive Market
[Market Call: BUY]
Type: [Quick Note, Investment Memo]
2018 4
December 1
First Time Logging Into My Brokerage Account in Almost a Year: Large-Cap Compression and Emerging Long-Term Entry Points
[Market Call: BUY]
Type: [Quick Note, Investment Memo]
November 1
Year-End Review (2018) and Year-Ahead Outlook (2019) on Equities & Real Estate
Type: [Investment Memo, Thematic Essay, Follow Up]
April 1
China's U.S. Treasury Divestment: A Geopolitical Bluff or Strategic Suicide?
Type: [Daily Snack, Quick Note, Thematic Essay]
January 1
Hong Nam-ki, Virtual Currency Exchanges, and the Speculative Mislabeling of Cryptocurrency
Type: [Policy Brief, Quick Note, Thematic Essay]
2017 1
May 1
Reflection on Fundamentals of Money: Monetary Theoretical Thoughts on Cryptocurrency and Fiat Currency
Type: [Thematic Essay, Philosophical 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]