Policy Brief
2021 11
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]
2020 2
February 1
Soaring Seoul Home Prices Push Presale Rights Higher: Credit Controls, Cash Barriers, and the Collapse of Housing Mobility
Type: [Quick Note, Policy Brief]
January 1
A Belated Year-Ahead Outlook on Equities & Real Estate (2020)
[Market Call: OVERWEIGHT, BUY]
Type: [Investment Memo, Policy Brief]
2018 1
January 1
Hong Nam-ki, Virtual Currency Exchanges, and the Speculative Mislabeling of Cryptocurrency
Type: [Policy Brief, Quick Note, Thematic Essay]
2015 4
November 1
U.S. Strategic Engagement in Tunisia: A Geopolitical Gambit for the African Frontier
Type: [Daily Snack, Quick Note, Policy Brief]
September 1
The Inflation of College Degrees, the Declining Utility of Higher Education, and the Future of Employable Majors
Type: [Thematic Essay, Policy Brief]
August 1
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]
2011 1
May 1
Geopolitical Liquidation and Equity Correlation: Macro-Driven Thesis on Hyundai Steel
[Market Call: BUY]
Type: [Daily Snack, Policy Brief, Investment Memo]