Macro Trends: Politics and Economy
2026 1
March 1
Retail Demand for Korean Treasury Bonds and What It Signals for Housing
Type: [Daily Snack, Quick Note]
2025 2
September 1
The September Cut: A Cheer or a Scream?
Type: [Thematic Essay]
March 1
Under Trump: Tactical Rotation and the Structural Case for Data Infrastructure
Type: [Quick Note, Policy Brief, Investment Memo]
2022 4
October 1
2022 Follow Up Log: Verification Notes on the Structural Downturn in Stocks and Real Estate
Type: [Quick Note, Follow Up, Investment Memo]
June 1
Post-Liberal Democracy: The Regression of Hegemony and the Emergence of Neo-Tribalistic Power Dynamics
Type: [Philosophical Essay, Thematic Essay]
January 2
KOSPI Breaks Below 2,700: Verification of the 2022 Structural Downturn Call
Type: [Follow Up, Quick Note]
Year-End Review (2021) and Year-Ahead Outlook (2022) on Equities & Real Estate
Type: [Investment Memo, Thematic Essay]
2021 3
April 1
[News Roundup] Second Week of April 2021: ESG, Semiconductors, Housing, Global Recovery, and Sector Rotation
Type: [Daily Snack, Quick Note, Policy Brief, Investment Memo, Follow Up]
March 2
[News Roundup] Fifth Week of March 2021: Digital Taxes, the Suez Shock, Cloud Growth, Battery Materials, and Seoul Redevelopment
Type: [Daily Snack, Quick Note, Policy Brief, Investment Memo, Follow Up]
[News Roundup] Fourth Week of March 2021: Rates, Semiconductors, ESG, Logistics, and Sector Rotation
Type: [Daily Snack, Quick Note, Policy Brief, Investment Memo, Follow Up]