Investment Memo
2019 3
November 1
The Fed Cuts Rates Again: Why Korean Retail Investors Should Be Cautious About Chasing U.S. Stocks
Type: [Investment Memo, Follow Up]
August 1
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]
2018 2
December 1
First Time Logging Into My Brokerage Account in Almost a Year: Large-Cap Compression and Emerging Long-Term Entry Points
[Market Call: BUY]
Type: [Quick Note, Investment Memo]
November 1
Year-End Review (2018) and Year-Ahead Outlook (2019) on Equities & Real Estate
Type: [Investment Memo, Thematic Essay, Follow Up]
2016 1
December 1
Fed Post-Liftoff Dossier: Employment Distortions, Oil Deflation, and the Macro Path of the KOSPI
Type: [Follow Up, Investment Memo]
2015 4
December 1
Fed Rate Liftoff, KOSPI Range-Bound Volatility, and the Year-End Resolution of Rate-Hike Uncertainty
Type: [Follow Up, Investment Memo]
September 2
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]
March 1
China's Strategic Counter-Encirclement: Geopolitical Frictions and the Shifting Balance of Power
Type: [Thematic Essay, Policy Brief, Investment Memo]