Analysis
2026 1
March 1
Retail Demand for Korean Treasury Bonds and What It Signals for Housing
Type: [Daily Snack, Quick Note]
2025 5
October 1
PWR ― 2nd Follow Up on Underweight/Hold Call
[Market Call: SELL, UNDERWEIGHT]
Type: [Quick Note, Follow Up]
September 1
The September Cut: A Cheer or a Scream?
Type: [Thematic Essay]
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 4
October 1
2022 Follow Up Log: Verification Notes on the Structural Downturn in Stocks and Real Estate
Type: [Quick Note, Follow Up, Investment Memo]
June 1
Post-Liberal Democracy: The Regression of Hegemony and the Emergence of Neo-Tribalistic Power Dynamics
Type: [Philosophical Essay, Thematic Essay]
January 2
KOSPI Breaks Below 2,700: Verification of the 2022 Structural Downturn Call
Type: [Follow Up, Quick Note]
Year-End Review (2021) and Year-Ahead Outlook (2022) on Equities & Real Estate
Type: [Investment Memo, Thematic Essay]