Monetary Policy Impacts
2021 10
February 4
[News Roundups] Second Week of February 2021: Tesla, Bitcoin, Liquidity Rotation, Financials, and Consumer Reopening Themes
Type: [News Roundup, Daily Snack, Quick Note, Policy Brief, Investment Memo, Follow Up]
[News Roundups] First Week of February 2021: Semiconductors, EV Supply Chains, Real Estate Policy, and Large-Cap Market Leadership
Type: [News Roundup, Daily Snack, Quick Note, Policy Brief, Investment Memo, Follow Up]
January 2
[News Roundups] Fifth Week of January 2021: COVID Endemicity, Semiconductors, Short Selling, ESG, and Real-Estate Policy
Type: [News Roundup, Daily Snack, Quick Note, Policy Brief, Investment Memo, Follow Up]
[News Roundups] Fourth Week of January 2021: ESG, Semiconductors, Housing, Global Recovery, and Sector Rotation
Type: [News Roundup, Daily Snack, Quick Note, Policy Brief, Investment Memo, Follow Up]
2020 2
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]
2019 2
November 1
The Fed Cuts Rates Again: Why Korean Retail Investors Should Be Cautious About Chasing U.S. Stocks
Type: [Investment Memo, Follow Up]
February 1
The Ontology of Currency and the Fallacy of Decentralization: A Socratic Dialogue
Type: [Thematic Essay]
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]