Method notes behind a public, scored data record. We publish the coefficients that survived, the hypotheses that did not, and the conditions under which we would be proven wrong.
We tracked K-pop attention daily for 2.7 years. After 65 spikes, agency stocks beat the KOSPI 29 times. Six of the ten biggest came after a rally.
Korean retail money is leaving stocks and the kimchi premium is back in the news. Two months of half-hourly records say the two never moved together.
The press blamed US rates and the yen. Our daily ruler says both were weak — the extra drop vanished in a day and the real move started the day after.
Nvidia beat, and everyone wants the next Asian chip trade. We ran 113 tests on 20 Taiwan stocks. Verdict: nothing to pick — the market is the stock.
Seoul crashed 5.8% and got it back in a day. Our ledger says only the index returned — the money is still sitting by the exits, four sessions on.
Washington funded domestic transformers on 13 August. Three days later our ledger crossed the other way — the first state change since we began.
China is still first in US battery imports, despite the tariffs. But in chips it is eighth. The split happened to a product, not a country.
A 51% markup on Nasdaq taught crypto’s oldest lesson to the stock market. We measure the kimchi premium every thirty minutes — all July it stayed inside a tenth of one percent.
The KOSPI lost a fifth of its value in four sessions. In the same week, three chipmakers printed records — and the customs ledger set a new high.
Tokyo follows the US close with beta 0.55. But the invoices go to Greater China — and the US share of Japan’s chip exports is about two percent.
The transmission coefficient works in semiconductors. It does not work here — and the reason turned out to be the mechanism itself.