2026 1

March 1

Retail Demand for Korean Treasury Bonds and What It Signals for Housing

2025 5

October 1

PWR ― 2nd Follow Up on Underweight/Hold Call

September 1

The September Cut: A Cheer or a Scream?

August 1

PWR ― Follow Up on Underweight Call

March 2

Quanta Services (PWR) ― Overcharged Electric Grid
Under Trump: Tactical Rotation and the Structural Case for Data Infrastructure

2022 4

October 1

2022 Follow Up Log: Verification Notes on the Structural Downturn in Stocks and Real Estate

June 1

Post-Liberal Democracy: The Regression of Hegemony and the Emergence of Neo-Tribalistic Power Dynamics

January 2

KOSPI Breaks Below 2,700: Verification of the 2022 Structural Downturn Call
Year-End Review (2021) and Year-Ahead Outlook (2022) on Equities & Real Estate
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