2022 2

October 1

2022 Follow Up Log: Verification Notes on the Structural Downturn in Stocks and Real Estate Type: [Quick Note, Follow Up, Investment Memo]

January 1

KOSPI Breaks Below 2,700: Verification of the 2022 Structural Downturn Call Type: [Follow Up, Quick Note]

2020 4

March 2

COVID-19 Crash Dossier: Real-Time Market Notes on the KOSPI Collapse, Bottom-Fishing Calls, and the Pension Fund Shield [Market Call: HOLD, OVERWEIGHT] Type: [Follow Up, Investment Memo]
Retail Investors Attempting to Catch a Falling Knife: A Mid-Crash Audit of Margin Debt, Forced Liquidations, and Cash-Rich Inflows in Korean Equities [Market Call: Hold, Overweight] Type: [Investment Memo, Follow Up]

January 2

A Belated Year-Ahead Outlook on Equities & Real Estate (2020) [Market Call: OVERWEIGHT, BUY] Type: [Investment Memo, Policy Brief]
Year-End Review on Equities & Real Estate (2019) Type: [Follow Up, Investment Memo]

2019 3

August 2

A Macro Call Realized: KOSPI Declines to Test the Low 1900s Type: [Quick Note, Follow Up]
KOSPI Breaks Below 2,000: Verification of a Bear-Market Warning and Defensive Reallocation Call Type: [Follow Up, Investment Memo]

January 1

Market Commentary: Stock Picks for a Value-Driven and Defensive Market [Market Call: BUY] Type: [Quick Note, Investment Memo]