US Economy
2025 3
September 1
The September Cut: A Cheer or a Scream?
Type: [Thematic Essay]
March 2
Quanta Services (PWR) ― Overcharged Electric Grid
[Market Call: UNDERWEIGHT]
Type: [Investment Memo]
Under Trump: Tactical Rotation and the Structural Case for Data Infrastructure
Type: [Quick Note, Policy Brief, Investment Memo]
2022 2
June 1
Post-Liberal Democracy: The Regression of Hegemony and the Emergence of Neo-Tribalistic Power Dynamics
Type: [Philosophical Essay, Thematic Essay]
January 1
Year-End Review (2021) and Year-Ahead Outlook (2022) on Equities & Real Estate
Type: [Investment Memo, Thematic Essay]
2021 5
April 1
[News Roundups] Second Week of April 2021: ESG, Semiconductors, Housing, Global Recovery, and Sector Rotation
Type: [News Roundup, Daily Snack, Quick Note, Policy Brief, Investment Memo, Follow Up]
March 4
[News Roundups] Fifth Week of March 2021: Digital Taxes, the Suez Shock, Cloud Growth, Battery Materials, and Seoul Redevelopment
Type: [News Roundup, Daily Snack, Quick Note, Policy Brief, Investment Memo, Follow Up]
[News Roundups] Fourth Week of March 2021: Rates, Semiconductors, ESG, Logistics, and Sector Rotation
Type: [News Roundup, Daily Snack, Quick Note, Policy Brief, Investment Memo, Follow Up]
[News Roundups] Second Week of March 2021: Stimulus, Inflation, Semiconductors, Banks, Crypto, and Sector Rotation
Type: [News Roundup, Daily Snack, Quick Note, Policy Brief, Investment Memo, Follow Up]
[News Roundups] First Week of March 2021: Stimulus, Semiconductors, Hydrogen, Housing, and Reopening Trades
Type: [News Roundup, Daily Snack, Quick Note, Policy Brief, Investment Memo, Follow Up]