US Politics
2025 4
October 1
PWR ― 2nd Follow Up on Underweight/Hold Call
[Market Call: SELL, UNDERWEIGHT]
Type: [Quick Note, Follow Up]
August 1
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 1
June 1
Post-Liberal Democracy: The Regression of Hegemony and the Emergence of Neo-Tribalistic Power Dynamics
Type: [Philosophical Essay, Thematic Essay]
2021 3
March 1
[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]
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]
2018 1
April 1
China's U.S. Treasury Divestment: A Geopolitical Bluff or Strategic Suicide?
Type: [Daily Snack, Quick Note, Thematic Essay]
2015 1
November 1
U.S. Strategic Engagement in Tunisia: A Geopolitical Gambit for the African Frontier
Type: [Daily Snack, Quick Note, Policy Brief]