Analysis
2016 2
December 1
Fed Post-Liftoff Dossier: Employment Distortions, Oil Deflation, and the Macro Path of the KOSPI
Type: [Follow Up, Investment Memo]
June 1
China's Trilemma: The Transparency Crisis and the Structural Failure of Hegemonic Ambitions
Type: [Thematic Essay, Philosophical Essay, Academic Paper]
2015 8
December 1
Fed Rate Liftoff, KOSPI Range-Bound Volatility, and the Year-End Resolution of Rate-Hike Uncertainty
Type: [Follow Up, Investment Memo]
November 1
U.S. Strategic Engagement in Tunisia: A Geopolitical Gambit for the African Frontier
Type: [Daily Snack, Quick Note, Policy Brief]
September 3
The Inflation of College Degrees, the Declining Utility of Higher Education, and the Future of Employable Majors
Type: [Thematic Essay, Policy Brief]
The Anticipated Reprieve: The Fed's Rate Hike Postponement and Its Implications for the KOSPI
Type: [Thematic Essay, Follow Up, Investment Memo]
Will the Federal Reserve Raise Rates in September, and How Would U.S. Tightening Affect Korean Equities?
Type: [Thematic Essay, Investment Memo]
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]
March 1
China's Strategic Counter-Encirclement: Geopolitical Frictions and the Shifting Balance of Power
Type: [Thematic Essay, Policy Brief, Investment Memo]