Real Economy
2018 1
November 1
Year-End Review (2018) and Year-Ahead Outlook (2019) on Equities & Real Estate
Type: [Investment Memo, Thematic Essay, Follow Up]
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 4
November 1
U.S. Strategic Engagement in Tunisia: A Geopolitical Gambit for the African Frontier
Type: [Daily Snack, Quick Note, Policy Brief]
September 1
The Inflation of College Degrees, the Declining Utility of Higher Education, and the Future of Employable Majors
Type: [Thematic Essay, Policy Brief]
August 2
Real Estate Market Stimulus or Structural Bifurcation?
Type: [Daily Snack, Quick Note]
The Global Maritime Struggle: China's Canal Diplomacy and the Erosion of American Hegemony
Type: [Policy Brief, Thematic Essay]