RESEARCH LIBRARY · 8
Research, in full.
Every report is hosted here in its Korean original, with a brief in English, Korean, Spanish and Japanese. Interactive version: open the library · RSS: /r/feed.xml · JSON: /data/research.json
The won's rally reflects current-account and corporate FX-conversion flows, not dollar weakness; year-end base case: KRW 1,300–1,345 (55%).
Investors · 2026-10-10Fact-Checking a Video on Damodaran's AI Warning, and Who Benefits다모다란 AI 경고 영상 검증·수혜기업 판단The video's core point (AI profits are visible, cash and returns not yet) broadly matches Damodaran, but some figures are the host's examples or wrong.
Macro · 2026-10-08U.S. Treasury Yields and Stocks: A 20-Year Relationship미국채 금리와 주가, 20년의 관계Over 20 years, yield changes and stocks look nearly uncorrelated, but a positive link in 2006–2021 flipped negative from 2022.
Crypto · 2026-10-04Ethereum Outlook: Gradual Recovery Over 1 Year, Upside Bias Over 3 Years이더리움 전망: 1년은 완만한 회복, 3년은 상승 우위Ethereum is cementing its role as institutional finance's settlement layer, but value capture has weakened; base case: ~$3,000 in 1 year, ~$4,000 in 3.
Investors · 2026-10-03Ken Griffin's View: His Statements and 13F Capital Flows켄 그리핀의 시각: 발언과 13F 자금 흐름 분석The report infers (not Griffin's words) that his approach bets on US strength while hedging fiscal, inflation and geopolitical risks.
Sectors · 2026-10-03Cybersecurity in the AI Era: From Security Powered by AI to Security for AIAI 시대의 사이버보안: 'AI로 지키는 보안'에서 'AI를 지키는 보안'으로Security spending is shifting from using AI for defense to defending AI itself, and integrated platform vendors are the winners.
Sectors · 2026-10-03Finding Explosive-Growth Sectors Uncorrelated with AIAI와 상관없는 폭발 성장 섹터 찾기The report names obesity/metabolic disease, security (defense, shipbuilding) and digital-asset financial infrastructure as the top non-AI growth sectors.
AI infrastructure · 2026-09-29AI Capital Flow Map: Fact-Checking Musk's G20 Remarks and Mapping AI Toll BoothsAI Capital Flow Map — Musk G20 발언 검증과 AI 통행료 분석AI's bottleneck is now a joint shortage of chips, memory and usable MW; the surest money flows to advanced foundry, HBM and oligopoly power equipment.