Light Format
2015 7
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]
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]